Users

Users are assigned to a specific group and have specific roles concerning Request management, document management and/or reports. The System Administrator is required to assign all users a valid login ID and password to access ATIPXpress.

Similar to groups, users also need to be assigned Permissions to work within the system. When you assign Permissions to a User Group, all users within the User Group will inherit the Permissions. Assigning Permissions at the user level allows for more security by assigning only Permissions necessary for a specific user.

By default, your agency is entitled to two Admin licenses that are to be used for accounts that do not process Requests, but support the configuration and maintenance of ATIPXpress. Other users can have the same Permissions if assigned all Application Role, Request, and File Cabinet Drawer Permissions.

The Admin User Group and the Admin user are pre-configured and cannot be deleted. Admin user Permissions cannot be deleted, however users can be removed from the Admin group.

If your system is configured for single sign-on, the Password and Confirm Password fields will not be displayed. Additionally, the user name must match the login name used to access the workstation.


Steps to Search Users

  1. Click Administration > Organization Setup > Users. The Create/Search Users screen displays with the Search Users tab selected by default, as shown below.

    Create/Search User Screen

  2. Enter Search Criteria as needed in the Personal Information and User Information sections.

  3. To add advanced search filters, click Advanced > Add new filter, select a Field and Operator, and then enter a Value.

  4. Click Search.

 

Click the links below for additional information:=

Create User

Edit User

Delete User