The CLEARVIEW users in your organization are listed in a table along with key information on the List All System Users page. Additionally, you can update users' details and audit View a detailed list of changes made. users from this page.

Update User

There are two ways in which the Update User page may be accessed:

TO EDIT A USER'S DETAILS OR ACCESS:

  1. Go to the Update User page for the user.

  2. Edit the details, as required.

  3. Click on the Update button.

  4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

A user cannot be deleted entirely from CLEARVIEW as user records are maintained in CLEARVIEW in perpetuity. However, a user's access to CLEARVIEW can be withdrawn by changing their Status to Inactive in the Update User page.

Copy User

The Copy User option can be used to create a new user with the same or similar settings as an existing user. This saves you the time involved in setting up a new user from scratch. This is especially helpful if the existing user doesn't have a template assigned and the new user will have the same (or similar) access levels.

TO COPY A USER:

  1. Open the Update User page for the user whose settings you'd like to copy.

  2. Click on the Copy User button.

  3. Enter a Username for the new user (the username needs to be unique across all CLEARVIEW users, and you will be prompted to change it if it already exists).

  4. Enter the Last Name, First Name and Email Address of the user.

  5. Select the type of Email Notifications they'd like to receive (if any).

  6. Change the preferred Language from the drop-down list if required.

  7. Change the Security Template if required.

  8. Change the Accessible Stores if required.

  9. Change the Billing Authorized? flag if required

    By default, Billing Authorized? will be set to No. It can only be updated by another billing authorized user A user that has been authorized to enable features that may have additional costs associated to them.. The field will be disabled to all other users.

  10. Click on the Create button.

  11. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  12. If you didn't select a Security Template at step 7, change the access levels as required.

  13. Click on the Update button.

  14. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

User Audit

The User Audit page provides a list of changes that have been made for a user ever since the user was created in CLEARVIEW along with details of those changes.

There are two ways in which the User Audit page may be accessed:

There are three tabs in the User Audit page:

Changes made to access levels will only be available for periods during which a template was not assigned to the user. Template assignment for users does not get recorded here.