Administration > Admin > Users

Users

The Users node allows you to add easily users to Umbria and add additional employee-specific information for e.g. include office, department, fee earner class, etc. You can also determine the groups to which the employees must belong. The employee details can also be imported here. This node allows you:

Add users to Umbria
Enter their employee specific information
Add them to various groups
Create user name and password for login
Modify the user details
Export / Import the user information

Add Employee Details

Click the Add button.
In the Add User window, type information in the provided fields, based on the table below, then click Save.

Field	Description
First Name	Enter the user first name. This is a required field.
Last Name	Enter the user last name. This is a required field.
Email	The email address of the user. The user login information be sent to the email ID entered here. This is a required field.
Username	Enter a user name for login. This must be unique for each user. Note:If the user name is left blank, the system will update the email as the username.
Title	Enter the user title
Fee Earner Class	Select the fee earner class from the drop-down.
Office	Select the office from the drop-down
Department	Select the department from the drop-down
Groups	Select the groups from the drop-down to which the user must belong
Password Options	Select the password option. Random Password: A random password is generated in the password field Let me type in: Allows you to enter a custom password for the user
Password	Displays the random password or allows you to enter a password based on the option selected above
Confirmation Email	Select the email confirmation option to be sent.

The employee details are now added to the Users panel

Edit User Information

Select the user and click the Edit button. Update the user information and click Save.

Delete User Information

Select the user and click the Remove button. Click Yes in the confirmation dialog.

Reset Password

Select the user and click the Reset Password button. In the pop-up window that displays, enter and confirm the new password, then click Confirm.

Import User Information

In the menu bar, click on the Import-Export drop-down and select Import . A pop-up box appears.
Click Download Sample Excel to get an Excel template containing the required columns.
After entering the employee details, click Browse... and select your spreadsheet.
Click Send to import the employee details.
The import progress can be tracked in the Admin>Command Log.

Note:

If the employee record already exist in the database, then a duplicate entry is not created for that user. Other information specific to the employee is updated( office, department, etc.) in the database.
If the start date and end date are not entered, the current date is entered as the start date and the end date is entered as 3000-01-01.
When importing details from an Excel file, if the following details do not exist in the database (Fee earner class, Currency, Rate card for the firm, Country) or if the entered date is invalid, the import for that record is skipped. The warnings /error messages for skipped import records are displayed in the Admin>Command log.