User Administration

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Administer AppCan Cloud, setup users, groups, global data fields, access levels, scheduler and more.
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After selecting ‘User Administration’ from the ‘Admin’ menu, you will see a grid of your users setup to access AppCan Mobile and AppCan Cloud.

By default, after accessing User Administration the 1st time, only the System Administrator’s details will be shown.

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To add a user to the system, select the ‘Add User’ button.

This will show the ‘User Details’ panel, as below:

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You will be prompted to add the following user information:

Edit
Field	Description
First Name	Enter the user\’s First Name
Last Name	Enter the user\’s Last Name
Username	Enter a \’Username\’. The username will automatically be formatted to appear in the form username@client. For instance, if the username is \’georges\’ and the client is \’appcan\’, enter \’georges\’ and the system will create the username: georges@appcan Please note: If the username is already in use, a warning message will be shown advising \’The username is already in use. Please Amend\’
Email Address	Enter the user\’s Email Address Note: It is not a mandatory requirement to add an email address for the user, however, please refer to the notes below this table.
Mobile No.	Enter the user\’s Mobile phone telephone number
Access
Portal Access	Select the \’Portal Access\’ checkbox and then select the required Pre-defined or Custom \’Access Level\’ from the dropdown.
Device Access	Select the \’Device Access\’ checkbox and then select the required \’Licence Code\’ from the dropdown
Groups	Select the required groups for user (if defined in \’Groups & Quick Filters\’
Permissions	To assign / unassign apps for the user, select the dropdown against the required app type, Documents or Data Collector. This will show a list of apps available to assign / unassign. Selecting the checkbox against the required app will assign the app to the user, unchecking the box will unassign the app from the user. To assign all apps to the user, select the ‘Check All’ box at the top of the list.
Documents	Select the required Document Distribution apps from the \’Documents\’ dropdown
Data Collector	Select the required Data Collector apps from the \’Data Collector\’ dropdown

After entering the above information, select ‘Create User’

IMPORTANT NOTE:

If an ‘Email Address’ is entered for the user, an email is automatically sent to the user requesting them to set a password for the account.

If an ‘Email Address’ is not entered for the user, the system automatically generates a password for the user. This is shown at the top of the screen after the ‘Create User’ button is selected:

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You will need to inform the user of their password.

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To delete a user to the system, select the ‘Delete’ icon next to the required user. You will be prompted to confirm deletion of the user.

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Where a user does not have an Email Address set in his profile, you can reset the password by selecting the ‘Reset Password’ button shown below the ‘Licence Code’. A new password is generated and shown at the top of the page.

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You can recover a deleted user by selecting the tick box next to ‘Include Deleted Users’ located at the top of the users grid.

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Deleted users will then appear in the user grid, greyed out.

Select the ‘Edit’ icon against the required deleted user. This will open the users administration profile. Select the ‘Recover User’ button.

One the users profile has been recovered, you can make any necessary portal and device access changes by editing the users profile.

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You can Export a list of users by selecting the ‘Export’ button at the bottom of the User Administration grid.

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AppCan Support