Common Components Help

AEF Help

Viewing People in a Company

To view a list of people in a company

1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)

The Administration: Companies page opens.

2. Click the name of the company where you want to view people.
3. From the company category list, click People.

The People page shows basic information about all people currently defined in the database for that company, and people who have role access within the company.

It contains the following columns:

Name. Click any highlighted Name to view the Properties page for that person. See Viewing Person Information for details.

Employee. Displays "yes" if the person is an employee of this organization, or "no" if they just have role assignments within this organization.

E-mail. The e-mail address entered for the person. If an e-mail address is specified, all IconMail for the person is also sent to the e-mail address. The application also sends e-mail notification to people whenever their e-mail is changed and when they are first registered. Click the highlighted link to open a new mail message addressed to the person.

State. To successfully log into the system, a person's state must be Active. A person's state should be changed to Inactive if they should no longer have access to use the system.

Attributes. The type of login access.

Organizational Roles. Lists the roles the person is assigned to within this organization.

Edit. Click in this column to edit organizational roles for the person. The Edit Organizational Roles popup shows all roles that are defined in the person definition for this user, with check marks for currently assigned roles. Check or uncheck roles for this user. If you want to assign roles not shown in this popup, you must edit the person definition. See Editing Person Details.

4. To add a new employee to the organization, click Create New from the page Actions menu. See Creating People Definitions for details.
5. The Administrator can add users to an organization and give them specific roles within that organization. Click Add Existing from the page Actions menu to add role access for a person for this organization. See Adding Persons to a Company.
6. To remove persons from the company list or to remove a person's organizational roles, click the check box for each person you want to remove and click Remove from the page Actions menu. The person definition remains in the database, but is no longer connected to the organization.