Users can be added, edited, and deleted in the user menu. When adding/editing a user, you will need to specify a unique email address that doesn't already exist in the system, a user group that defines a user's access, a password for that user to login under, and an optional display name. When a user is created, they will be able to login under their email address and the password that was set.

Warning: Do not modify any settings under this menu unless you know what you're doing! Modifying these settings may result in failure of the software to function as intended.

These settings modify how records under a record type are viewed, accessed, and processed. Below is information on each of these settings.

[Queue Name] Queue Group

Sets the functional user group that can view, approve, and deny records sent to that queue. The queue must be enabled before records can be added to the pertinent queue.

Enable [Queue Name] Queue

Toggles the activation of a record queue. The different queue types are as follows:

• Print Queue - User queue that shows records available for print after adding a record into the system. Also allows for users to add to the print queue from the main record display.
• Approval Queue - Puts records in a queue pending approval before being added into the system. Records must be approved or denied by the functional user.
• Request Queue - Enables end users to request a record. Once queued, a functional user will see the pertinent record in their request queue in which they can accept or deny the request.
• Pending Queue - User queue that shows records that the user sent out for request and are still pending. Once the functional user accepts the request, the record will be removed from the pending queue.
• Transfer Queue - Records that are queued up for transfer to a separate record type. The functional user may approve this request which will then move the record to a record type of their choosing. The record type being transferred to must have an identical field set to the origin record type in order for the transfer to succeed.

Read Permissions / Write Permissions

Toggles which groups have read or write permissions for the pertinent record type. You can check one to many groups for each permission type. Admins will always have read and write permissions to all record types.

Custom Display

Allows an admin to set the fields that will display by default for all end users. Users also have the ability to modify their own custom display individually to their own preference.