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User List
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Search Users
If you have many users and you want to find a specific user you may have to use the search box at the top of the user list.
- Type in the users first or last name into the search box.
- A list of users matching your query will be returned.
Add User
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This will open a User Details form that will need to be completed to set up the user. The user details required are as pictured.
Bulk User Import
If you need to create a large number of users at once it's possible to do this by using the Bulk Import process.
- Click on the User Import button at the bottom of the user list in the Admin Console.
You users should be contained in a CSV format with data contained within quotes. See the example below and on the screen for more detail. The example file format is as follows:
Code Block # Comments can be present. Starting with a # only. Blank lines will also be skipped. # First Name, Last Name, Initial, Salutation Code, Language Code, Time Zone Code, Email Address, UserName, Password, Role Code "Bob", "Jones", "A", "MR", "EN", "", "bob.jones@company.com", "bob.jones@company.com", "password", "YFADMIN"
- Click the Choose File button to locate and load your file.
- Click the Upload button to load and save your new users.
Edit User
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From here you will be taken to the User Details page where you can make adjustments to their account.
Change Role
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Delete User
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You will then be prompted to confirm the remove of the user on a separate page.
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