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      User Management

      An overview of the User Management page in Texada WorkFlow.

      Quick Reference

      • The User Management page in Texada WorkFlow allows you to to add, edit, delete, and track the activity of WorkFlow users. To reach this page, navigate to Users and Roles → User Management in the left navigation menu.
      • Click the “Reload” button Reload Button Black on Grey - WorkFlow at the top of the screen to refresh the user list.
      • Click the “New System User” button New System User Black on Grey - WorkFlow at the top of the screen to create a new WorkFlow user.
      • Click the “User Activity” button User Activity Black on Grey - WorkFlow at the top of the screen to open the User Activity window and track user logins over time.
        • Use the filters at the top of the window to filter user activity entries by the criteria entered.
        • The “All Results” panel on the left side of the window shows individual user activity entries. The “Grouped by User” panel on the right side of the window shows a summary of the most active users.
      • Click on a user’s row in the user list to edit their system information, including their password.
      • Click the “Extra” icon Extra Blue - WorkFlow to the left of a user in the user list to edit additional information about the user, including their name and email address.
      • Click the Station Roles icon Station Roles Blue - WorkFlow to the right of a user in the user list to adjust their per-station permissions.
      • Click the System Roles icon System Roles Red - WorkFlow to the right of a user in the user list to adjust their system-wide permissions.
      • Click the Activity Tracking icon History Blue - WorkFlow to the right of a user in the user list to open the User Activity window filtered on that user.
      • Click the bin icon Bin Icon Red - WorkFlow to the right of a user in the user list to remove that user from the system.

      Introduction

      The User Management page in Texada WorkFlow allows you to to add, edit, delete, and track the activity of WorkFlow users. To reach this page, navigate to Users and Roles → User Management in the left navigation menu.

      As of August 2024, the User Management page has replaced the Users and System Users pages, providing the functionality of both of these pages on a single screen.

      User Management

      User Management Panel NUMBERED

      1. Reload Button
        Click to reload the user list. This will NOT clear any entered search filters (4).
      2. New System User Button
        Click to add a new system user.
      3. User Activity Button
        Click to open the User Activity window.
      4. Search Bar
        Begin typing into the search bar to filter the user list by the text entered. This will filter by Login, First Name, Last Name, and Email address.
      5. User List
        Current WorkFlow users are listed here. See “Working with Tables in Texada WorkFlow” for more information on how to navigate this table.
      6. User
        Click anywhere on a user’s row to edit the user’s system information, including their password. See “Edit System User” for more information.
      7. Extra Button
        Click to edit the user’s information.
      8. Station Roles Button
        Click to edit the user’s per-station permissions.
      9. System Roles Button
        Click to edit the user’s system-wide permissions.
      10. Activity Tracking Button
        Click to open the User Activity window filtered on the current user.
      11. Delete User
        Click to remove the user from the system.

      New System User

      Click the “New System User” button at the top of the User Management page to open the New System User window. This window allows you to create a new WorkFlow user.

      1. Login
        The user’s login username.
      2. Password
        The user’s password. The user can change this later.
      3. First Name
        The user’s first name.
      4. Last Name
        The user’s last name.
      5. Email
        The user’s email address.
      6. External Id
        The user’s Id in an external system. This field can be used to match Ids with systems outside WorkFlow for recordkeeping purposes.
      7. Add Button
        Click to save your changes and add the new user to the system.
      8. Reset Button
        Click to clear the New System User window.

      User Activity

      Click the “User Activity” button User Activity Black on Grey - WorkFlow at the top of the User Management page to open the User Activity window. This window allows you to track user logins over time.

      1. Search Filters
        Enter criteria into the fields at the top of the window, then click the “Search” button (2) to filter user activity by the criteria entered.
      2. Search Button
        Click to apply the currently-selected filters (1).
      3. Reset Button
        Click to clear all filters and display all user activity.
      4. All Results
        User activity matching the current filters is displayed in this table. Click the information icon to see more detailed information.
      5. Grouped by User
        The number of activity entries by user is displayed in this table. Users are sorted in descending order of activity.

      Edit System User

      Click on a user’s row in the user list to open the Edit System User window. This window allows you to review the user’s system information and change their password.

      1. Login
        The user’s login username. This cannot be changed.
      2. Email
        The user’s email address. This can only be changed via the “Edit User / Add User Information” window.
      3. Password
        Enter a password into this field to change the user’s current password. This can be helpful if the user is having issues logging in.
      4. Save Button
        Click to save your changes.

      Edit User / Add User Information

      Click the “Extra” icon Extra Blue - WorkFlow to the left of a user in the user list to open the Edit User / Add user information window. This window allows you to edit additional information about the user, including their name and email address.

      1. Login
        The user’s login username. This cannot be changed.
      2. First Name
        The user’s first name.
      3. Last Name
        The user’s last name.
      4. Email
        The user’s email address.
      5. External Id
        The user’s Id in an external system. This field can be used to match Ids with systems outside WorkFlow for recordkeeping purposes.
      6. Comment
        Any additional comments about the user.
      7. Save Button
        Click to save your changes.
      8. Delete Additional Data Button
        Edit User window only. Click to delete additional information about the user, including:
        • Comments

      Station Roles

      Click the Station Roles icon Station Roles Blue - WorkFlow to the right of a user in the user list to open the Station Roles window. This window allows you to adjust the user’s per-station permissions.

      1. Roles / Delegation Toggle
        Use these toggles to switch between managing Roles and Delegations for the user. Roles are the permissions the user holds; Delegations are permissions the user is able to assign to others.
      2. Station List
        Stations at your organization are listed here. Begin typing into the search bar to filter the list of stations by the text entered.
      3. Station
        Click on a station to select it and load applicable roles in the panel to the right.
      4. Role
        Roles for the selected station are listed here. Check the checkbox to the left of a role to apply it to the current user. 
      5. Save Button
        Click to save your changes.

      System Roles

      Click the System Roles icon System Roles Red - WorkFlow to the right of a user in the user list to open the System Roles window. This window allows you to adjust the user’s system-wide permissions.

      1. Roles / Delegation Toggle
        Use these toggles to switch between managing Roles and Delegations for the user. Roles are the permissions the user holds; Delegations are permissions the user is able to assign to others.
      2. System Role
        System roles are listed here. Check the checkbox to the left of a role to apply it to the current user.
      3. Save Button
        Click to save your changes.