How to Manage Users in Capexplan | User Administration Tips

User management is a crucial aspect of administering Capexplan effectively. This guide provides step-by-step instructions on managing users within Capexplan’s administrative settings.

• From the dashboard, select the Administration menu.

• Under General Settings, click on User Management.

1. My Account

Your account details in Capexplan can be accessed and modified under the “My Account” section. Here’s how you can manage your personal information and settings:

• Contact Information
• Change Password
• Contact Address
• Setup Manager

2. Current Users

Managing existing users involves actions like creating, updating, or downloading user information. Here’s how to navigate through the “Current Users” section:

Viewing and Managing Users

• Search Users: Use the search functionality to find specific users.
• List of Users: Access a list containing all users associated with the account.
• Pagination: Navigate through multiple pages of users if there are more than 20 users.
• User Details: View details such as name, job title, email, company, entity, manager information, and permissions.

Actions Available

• Edit User: Modify user details such as job title, email, and permissions.
• Delete User: Remove a user from the system if necessary.
• Download User List: Export the list of users for record-keeping or further analysis.

3. Module Permissions

Module permissions allow administrators to control access to different functionalities within Capexplan. Here’s how to manage module permissions:

• Click on column headers (user name, user title) to sort users alphabetically (A-Z or Z-A).