Fields: Add/Edit User — Management module

Users must be added to each module that they need to access. When you create a user for the Management module, you assign the privileges that they will have to perform actions within the Management module.

Before a user can be assigned privileges for the Management module, they must first be created on the system-wide Admin page. For more information, see Adding or editing system-level users.

Login ID

Specifies the Login ID for the user that you want to add as a Management module user.

Important: The value for the Login ID must exactly match the value for an existing user in the system-wide Admin page.

First Name

Specifies the first name of the user. Inputting a name for the user can make it easier to distinguish them from other users.

Last Name

Specifies the last name of the user. Inputting a name for the user can make it easier to distinguish them from other users.

Privilege

Determines which level of privileges this user will have to perform actions in the Management module. Possibilities include:

  • add/edit—Lets the user add, edit, and remove documents, but does not let them configure administrative settings for the Management module, such as managing other users.
  • admin—Lets the user perform all actions allowed in the Management module, including administrative functions.
  • view only—Lets the user view documents, but they cannot add or make changes to them. This is the default privilege level assigned to all system-wide users.