Skip to main content

User Types

Last updated: Thu, 27 Apr 2017 19:07:19 GMT
iOffice Support

User Types

The User Types section allows you to:

  • Viewing a User Type

  • Editing a User Type

  • Removing a User Type

  • Adding a User Type 

 

The User Type screen also contains a search bar that allows you to type in search criteria to quickly search for a specific user type.  

Viewing a User Type

If you would like to view a user type, perform the following steps:

 

  1. From the iOffice home screen, click Admin>Users. The User Maintenance screen opens. 

  2. Click the User Types button. The User Types screen opens.

 

usertypes_usermaint1.png

Figure: User Types Screen

 

  1. From the list of available user types, click the one you want to view. The selected User Type opens. 

 

Editing a User Type

If you would like to edit a user type, perform the following steps:

 

  1. From the iOffice home screen, click Admin>Users. The User Maintenance screen opens. 

  2. Click the User Types button. The User Types screen opens.

 

usertypes_usermaint1.png

Figure: User Types Screen

 

  1. Click the Edit button on the user type you want to edit. The Edit User Type screen opens.

 

Figure: Edit User Type Screen

 

  1. If you want to edit the name of the User Type, enter the new name of the user type. 

  2. Add or remove any fields to your user type by clicking the Add or Remove buttons. If you want to make a specific field a requirement when adding a user, click Required

  3. If you want to change the order of your selected fields included in the user type, click the changeorder_usermaintenance.png arrows next to the field. You can move the fields up or down. 

  4. If you want to add any additional fields that are not currently included, click the Add button at the bottom of the screen. Choose the fields you want to add and click Add

 

Figure: Sample Add Fields Drop-Down 

 

Note: You will need to add any new fields one-at-a-time. 

 

  1. Click the Save button. The updated User Type is saved.  

 

Removing a User Type

f you would like to remove a user type, perform the following steps:

 

  1. From the iOffice home screen, click Admin>Users. The User Maintenance screen opens. 

  2. Click the User Types button. The User Types screen opens. 

 

usertypes_usermaint1.png

Figure: User Types Screen

 

  1. Click the user type you want to remove. The Edit User Type screen opens.

 

editusertypes_usermaintenance.png

Figure: Edit User Type Screen

 

  1. Click the Remove button. A remove confirmation screen appears.

 

removeuser_useradmin.png

Figure: Remove Confirmation Screen

 

  1. Click OK. The selected user is removed. 

 

Adding a New User Type

If you would like to view a user type, perform the following steps:

 

  1. From the iOffice home screen, click Admin>Users. The User Maintenance screen opens. 

  2. Click the User Types button. The User Types screen opens.

 

Note: You can drag and drop an image to your user type to be used as an avatar picture.

 

usertypes_usermaint1.png

Figure: User Types Screen

 

  1. Click the New button. The New User Type screen opens.

 

newusertype_usermaintenance.png

Figure: New User Type Screen

 

  1. Enter the name of the new user type in the Name field. 

  2. Select any of the fields you want to add from the drop-down field and click the Add button.

  3. Once you have added a name and the fields for your new user type, click the Save button.

 

Note: Click the Cancel button if you want to cancel the new user type creation process. 

 

 

Related Topics

User Fields

User Maintenance Home