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PerfectApps™ Help Guide

Navigation: Account Setup and Administration

Administering Users, User-Groups and Positions

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The Settings Dashboard allows you to manage Account Settings (including users, user-groups and positions) as well as personal settings.

 

User - An individual person who has a user account within the PerfectApps system account.

User-Group - Represents a collection of users in a single group. If a group of users can handle a certain aspect of the workflow or should receive the same notification, then a user group should be created and users should be assigned to that group. Assigning roles to user groups is an effective way to mitigate future workflow maintenance.

Position - Positions are placeholders for specific user accounts and are configured across the entire organization. Positions allow you to assign a single user to a named position.

 

Each user is uniquely identified by an e-mail address. The e-mail address is used to log in to the user's account, unless you are using the PerfectApps Single Sign-On module. (Reference the Single Sign-On topic for additional information.)