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Set up User Types

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The User Types section allows you to add a new user types, edit or delete an existing user type.

Find and View a User Type

  1. Navigate to Admin > Users. The Users screen displays. 

  2. Click the User Types button.

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  1. The User Types screen displays.

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

Also, there is a search field that allows you to type in search criteria to quickly search for a specific user type.  

Add a New User Type

  1. Navigate to Admin>Users. The Users screen displays. 

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

  3. Click the New button. The New User Type screen displays.

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  1. In the Name field, enter the user type name.

  2. From the Fields drop-down, select a field and click the Add button. Continue to add the field you required.

  3. Click the Save button.

Edit a User Type

  1. Navigate to Admin>Users. The Users screen displays. 

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

  3. Click the user type name. The edit user type screen displays.

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  1. Complete the edits to the Name or Fields. Also, addtional fields can be added.

  2. If you want the field to be a mandatory field when a user is added then click the Not Required to change it to Required.

  3. If you want to order the fields then click on the field and then drag and drop it into the position.

  4. Click the Save button. 

Delete a User Type

  1. Navigate to Admin>Users. The Users screen displays. 

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

  3. Click the user type name. The edit user type screen displays.

  4. Click the Remove button. The confirmation screen displays the message Remove (user type name)?

  5. Click the OK button to confirm. The user type is deleted.