Administration

User

Working with the “User” administration form.

The “Users” form manages user accounts, their state, and access assignments.

Changes may affect BookSoft availability or behavior and should be made only by an authorized administrator.

How to open

In BookSoft, open Administration → User. Page visibility and the availability of create, edit, and delete actions are controlled by user roles.

After opening, the list shows the available records. Leave the search field empty to display all values; enter part of a name or key only when the list must be narrowed. Select a row before running an action.

Fields and columns

FieldHow to use it
Login NameFill it for the required context; an optional field may remain empty.
First NameFill it for the required context; an optional field may remain empty.
E-mailFill it for the required context; an optional field may remain empty.
PhoneFill it for the required context; an optional field may remain empty.
NameFill it for the required context; an optional field may remain empty.
PasswordFill it for the required context; an optional field may remain empty.
ConfirmFill it for the required context; an optional field may remain empty.
DescriptionFill it for the required context; an optional field may remain empty.
Old passwordFill it for the required context; an optional field may remain empty.
New passwordFill it for the required context; an optional field may remain empty.
IdFill it for the required context; an optional field may remain empty.
PartnerSelect a value to narrow the result; an empty optional field does not restrict the data set.
OrganizationSelect the organization; the available data scope and report currency depend on this selection.
Is MainFill it for the required context; an optional field may remain empty.
HostFill it for the required context; an optional field may remain empty.
MemoFill it for the required context; an optional field may remain empty.

Work with records

  1. Click Create when the form supports adding records, or select a row and click Edit.
  2. Fill the required fields and verify localized names, keys, and related values.
  3. Save the changes and locate the record in the list again.
  4. Delete or disable values only after checking dependencies; system records may have additional restrictions.