Managing My Users

The My Users screen allows Administrators to manage users of an e-form RS account. Administrators can Add/Edit/Delete User Profiles in the account as well as Export the Users List to a spreadsheet.

To access My Users screen, click My Users option listed under the Administration menu.

From the My Users screen, you can perform the following actions:

Add New User Profile:

  1. Click Add New User from the top toolbar. Fill in details of the new user in the form that displays in the column on the right.
  2. Click Save from the top toolbar to finish.

Note: To upload multiple users to your account, see Uploading Users.

View & Edit User Profile:

  1. Click the required user from the displayed list on My User screen.
    Corresponding user information such as Account number, Login Name, Password, Full Name, Employee ID, Email Address, Last Login Date and their access type will be displayed in the column on the right.
  2. Click Edit from the top toolbar.
  3. Make changes to the user profile in the right column and click Save to finish.

Notes:

  • To change passwords of users in your account, see Changing User Passwords.
  • To set default rights and options for all users in your account, see Setting User Rights and Setting User Options.
  • Pass-thru users (from Checkpoint, for example) do not use an e-Form RS Login, and cannot be blocked. Pass-through user administration is managed in the primary program, not e-From RS. The rights level granted to pass-through users is controlled by the setting on the User Rights screen under Administration.

Delete User Profile:

  1. Select a user from the displayed list and click Delete from the top toolbar. A dialogue box asking for confirmation will be displayed.
  2. Click Yes to confirm.

Export User List to Spreadsheet:

  1. Click Export to Spreadsheet from the top toolbar to export the user list to an excel spreadsheet.