Administrating Users

This guide will show you step by step how to administrator users in the Fixus application. We have even made it easier by including short videos to help.

Explanation of Sections:

Search Users: Search of Active or Inactive users.
Adding a New User:
How to Add a new user to access Fixus.
Disabling a User:
How to Disable an existing Fixus user.
Modifying Existing User Permission Roles:
How to Add/Remove permission roles.
View/Edit Users:
How to View and Edit existing Fixus users.

Search Users

  1. Log into FIXUS with your username and password.
  2. Locate the Menu option and click on it to display the main menu.
  3. Now locate the Administration option in the main menu and click on it.
  4. You will be presented with the Administration screen. Locate Users in the sub menu and click on it to access users page.
  5. On the users page you can search by the following fields
    Name:
    Roles:
    Status:
  6. Clicking Search will show users based on your search criteria.
Example Searching for Users

Adding a New User

The process for setting up a user in Fixus is not as simple as creating a username and password. A new user must be given a Role/s (set of permissions), assigned to an Agency and finally, be a member of a Team/s.

* A User must belong to an Agency.
* A User can belong to one or more Teams and have one or more Roles.
* A Team must belong to a Agency.
* A User can belong to a Team from a different Agency.

  1. Click on Administration.
  2. Click on Agencies in the sub menu.
  3. Click View on the Agency the user will belong to.
  4. Click Staff from left side menu.
  5. Click + Add staff member.
  6. Select Create a user account.
  7. Enter users Email address.
  8. Enter users Last Name.
  9. Enter users First Name.
  10. Tick on Force Password change on first login.
  11. Select Roles the user will require.
  12. Enter the Contact Methods if required (pop up window).
  13. Select Teams the staff member will be part of.
  14. Click Save.

Disabling a User

A users account can be changed from active to disabled which will stop the user from been able to login to Fixus.

  1. Click on Administration.
  2. Click on Users in the sub menu.
  3. Search for the User.
  4. Click on View for the User.
  5. Click Inactive User.
  6. Click Inactive User in confirmation pop-up.
Example Disabling a User

Modifying Existing User Permission Roles

Permission roles are what grant users access

  1. Click on Administration.
  2. Click on Users in the sub menu.
  3. Search for the User.
  4. Click on the down arrow next to the View button for the user.
  5. Click Edit in the drop down.
  6. Select or deselect roles required.
  7. Click Save.
Example Modifying Existing User Permission Roles

View / Edit Users

How to View and Edit Existing Fixus Users

  1. Log into FIXUS instance.
  2. Click on the Menu Tab.
  3. Click on the Administration Tab.
  4. Click on the Users Tab.
  5. Click on the View button next to a user.
  6. Click on the Edit button.
  7. Make changes and click the Save button.
Example Editing Existing User Accounts
Updated on June 9, 2023

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