Update User
After a user is added, you can access the user from Menu > Users. Search and click the user title to open the user details. To get a quick overview of the user, click Show Overview on the right. Overview displays some basic details of the user, such as user ID, risk score, created and last updated dates, labels added to the user to categorize it, connected modules, and added notes. Use the following CFTR features to update the user:
Summary: Displays the details of the user, such as employee code, email ID, joining date, and more.
Notes: Add notes of the actions performed on the user.
Activity Logs: Displays a list of all user updates.
Connect the Dots: Connect other CFTR modules that are related to the user to gain contextual information. For more information, see Connect the Dots.
Actions: Add actions for the tasks that are required for the user. For more information, see Create Action.
To update a user, do the following:
On the Users page, select a user. The user details page appears.
On the left pane, click a tab.
To update a field, hover over the cursor on a field and click the Edit icon.
Update the field and click the Save icon.
You can also view the update history of a field. To view the update history of a field, hover over the cursor on a field and click the History icon.
Update User Status
You can update the status of a user on the user details page. Following are the list of status of a user:
Active
Inactive
On the application details page:
On the top-right corner, click the drop-down list.
Select a status. A confirmation message appears.
Click Yes, Proceed.