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User

This section will introduce a list of settings for user.

User is the basic unit for any person to login and use Offision. Setting different Permission to different users can help organize which user can access/use different features in the system, such as assign to be a Manager to manage different resources, or act as a Normal User to reserve different resources.

Each user have his/her own user id (e.g. #1) which is generated by system. This cannot be editable and mainly for system reference and internal use.

Permission: Global Administrators, User manager
Navigation: Management console -> Users -> Users
Unique username

To create new accounts, please note that the "Username" must be unique and shall not be same with other username.

User List

User setting​

  • Username: Username is used as the login id. This username must be unique.
  • Display name: The display name of the user will be shown to identify the user in the system, such as the booking creator, attendee etc.
  • Email: User can use email to login. Notification will be sent to this email address if this is set.
  • Card number: A field for card reader integration if applicable. You can input staff number here.
  • Password: User Manager need to select one option to create password for user:
    • Manually set password: User Manager should manually set password for user.
    • Send set password email: If User Manager select this option, system will send an invite email to user. User should create his / her own password via the link in email.
  • User group: User Manager can decide the user belong to which groups based on permission / user right. You can assign multiple user groups to each user. Please refer to User Group for details.
  • Permission: Permission of the user. Please refer to User Permissions.

User Setting

User Delegates​

User can be delegated with right to create booking and verify identity for other users. You can assign users to the list to delegate further user right to them.

User Delegates Setting in user detail

Create Local User by excel​

Local user can be created in batch using excel files to import / export the data. User import from ADFS/LDAP cannot be edit using this method.

User Manager will find details of the import user rules when click Import user . You can also export the local user by clicking Export user . Please be noted that user that are import via LDAP or other means that are not created locally cannot be affected by this export / import function.

How to create a user account?

There are two ways to create a user account:

  1. After you have inputted the username and display name, you need to click Manually set password and set the password. Finally, click save button to create a user account.
  2. After you set the email address, you need to click Send set password email and click save button. System will send a email to the user to set the password.
How to edit a user?

Select a user, click Menu button ⋮, then click Edit.

How to delete a user?

Select a user, click Menu button ⋮, then click Delete and input "YES" to the text field.