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The Tools Menu enables user accounts to be created, edited and permissions set.  It also manages the Client List, used for various modules within CS Intranet, such as CA&I Reporting.
Click any image to view a larger version.

 

Introduction


The Tools Menu is used for the following:

  • User Management (setup, manage permissions)

  • Client List Management

  • Log

  • Backup

  • Intranet Themes (Colour Theme, Banner Image)

User Account Control


The Tools Menu (to the right hand side of the main navigation tabs) provides access to the Tools page, where you can control Account settings.

The User details are edited in 3 main sections, as below:

  • My Preferences

  • Manage Users

  • Add Users

The 3 options above are accessed using the menu options to the left, as indicated below:

 

My Preferences


All users can edit their email address for notifications, and change their password.

Users can also set the colour associated with their name used within the site. All password changes are confirmed with an email to the user.

 

Manage Users


The Manage Users menu option (indicated above) allows you to perform the following actions:

Click to ADD a new User Account
Click to EDIT a User Account

Click to DELETE a User Account

 

 

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