Users/Technicians |
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How to get here
Tools menu > Control Centre > Setup Wizard > Users/Technicians.
Add all the people who will be using Lab Manager as users, as well as the technicians and teams you wish to keep track of.
All of the users and technicians you add to this list will be able to log in to Lab Manager using the user name and password you assign to them, but you can limit their level of control so they can only access the areas they need to. Additionally you can configure how Lab Manager behaves for each user, such as auto-confirming booking-in of jobs.
Deleted users are not completely removed from the system, in fact they are kept intact but marked as inactive. Inactive users cannot log in to Lab Manager and cannot be assigned as technicians on job items. Any job items that already have the technician assigned to them will not be changed - the technician will remain assigned to those items.
You can view deleted/inactive users by clicking the "Show inactive users" button at the bottom of the page.
When you add a new user, you will be presented with the form below. If you are modifying an existing user, the empty boxes will contain the details of that user.
Complete or modify the boxes on this form using the following descriptions as a guide:
Select the user you wish to edit from the list, then using the icon strip on the right, click the pencil icon.
You will be presented with the same screen as for Adding a user. Please refer to that article for details of all the boxes on this form. Once you click the OK button your changes will be saved, otherwise clicking Cancel will discard any changes.
Delete a User
You can mark a user as inactive, which will prevent that user name from being available in the system, such as for logging in or being assigned to jobs. Select the user you wish to delete from the list, then click on the red cross icon. You will be asked to confirm your action.
You can reinstate an inactive user by logging in as an active user, modifying the inactive user and changing their 'Active' status.
Note that an inactive user will not be able to log in to Lab Manager until you mark them as active again!
To quickly create a new user with the same preferences and permissions as an existing user, select the user from the list who will be the 'blueprint' for the new user. Then, click the button on the icon strip containing the two sheets of paper.
You will be shown the same form as you would see if you were modifying or adding a new user, except this one will display "User (Copy)" in the title bar. Make any changes necessary, such as giving the copied user a different User Name and Code.
You won't be able to save your new user unless the User Name and Code you use are different to any other user. (including the user profile you copied it from!)
Your copied user won't be saved until you click the OK button. Clicking the Cancel button will discard the new user.
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