User list

In this procedure you can in a list see the selected user's settings and also some other settings. You cannot create new users in the list. This is instead done in the Users procedure. In the procedure you also find lists where you can see licenses, roles, user rights groups, rights in the mobile client, and other authorization rights for the user.

To be able to change the settings in the list, you click the button Updateable (Ctrl + U) on the toolbar of the procedure and reload the list.

From all lists you can go to the Users procedure in order to change the settings for the selected user. This is useful of you want to change something that cannot be changed in the list.

General

In this list you can see and modify different user settings. The list has three different standard presentations: General, E-mail, and Printers.

Security

In this list you see the users’ security settings and you can here configure if the users must change password at the next login. You can also modify the setting for Multi-factor authentication.

Licenses

In this list you see the users' licenses. There is no presentation available for this list.

Roles

In this list you can see which roles the users have. The list has one standard presentation: Roles.

User rights groups

In this list you can see to which user rights groups the users belong. The list has one standard presentation: User rights groups.

Authorization settings – EIM

In this list type you see – and can also modify – authorization settings for electronic invoice management (EIM) for the users who are signers.

Resulting user rights

In this list you find all resulting user rights for one or multiple users. In the list you can, for example, filter to find users with a specific user right.

Authorization limits

In this list, you can update authorization limits for purchase orders and change signer.

Absence/Forwarding

In this list you can see and make changes to absence and the substitute signer of purchase orders, i.e. the information in the Signer settings – Absence procedure.

Mobile client

In this list you can view and change user rights for the Mobile client.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.

You can automate the running of this procedure with the Agent option. Read more about The Agent can help make your processes more efficient.