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Administering Users, User-Groups and Positions |
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Administering Users, User-Groups and Positions |
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The Settings Dashboard allows you to manage Account Settings (including users, user-groups and positions) as well as Personal Settings.
| • | User - An individual person who has a user account within the PerfectForms™ system account. |
| • | User-Group - Represents a collection of users into a single group. If a group of users can handle a certain aspect of the workflow or should receive the same notification, then a user group should be created and users should be assigned to that group. Assigning roles to user groups is an effective way to mitigate future workflow maintenance. |
| • | Position - Positions are placeholders for specific user accounts and are configured across the entire organization. Positions allow you to assign a single user to a named position. |
Each user is uniquely identified by an e-mail address. The e-mail address is used to log in to the user's account, unless you are using the PerfectForms™ Single Sign-On module. (Reference the Single Sign-On topic for additional information.)
The image below shows a full user with all permissions.
Updated: 23/01/2012
Page url:
http://www.perfectforms.com/Documentation/manual/html/?d_useradministration.htm
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