User manual

Table Of Contents
Create a new member
Create a new member if you have New Member privileges. See
Creating a New
Member
(page 89) for more information.
Edit a member
Click the Edit toolbar button, . See Editing a Member (page 94) for more
information.
Delete a member
Click the Delete toolbar button,
, to delete the member from the site.
Add a member to a company
1 Select a member and right-click. Choose Add to Company. The Select
Company dialog box is displayed.
2 Select a company and click OK.
Import/Export users
Click the Import/Export toolbar button,
. See Importing and Exporting
Members
(page 100) for more information.
See
Filtering Options (page 424) for more information about how to customize
your view of this window.
Copy a member
Select an existing user and click the Copy toolbar button to use an existing
member as a template for a new user. That is, a member exists who belongs
to the same projects and has the permissions that you want the new member
to have. This is useful if you are adding a number of members to the same
projects and want to grant similar permissions and project memberships to
all the members.
Enable/Disable a member
Click the Disable toolbar button,
, if you want to restrict a user's activities
rather than delete their records or alter their permissions settings. A disabled
member cannot log into the site. Disabling a member is useful, if for example,
Site and Project Administration | 59