Help & Tutorial Index / Users Tab / User Details Page

To see the User Details page for a specific user, you must be an Operator Executive. Click on the user's name in the listing on the Users tab to open this page. If you are an Operator Assistant, click on your name displayed in the upper right hand corner of the page header to display this page for your own account only.

The main filter for the page is the drop-down option for Details for. Select a user name from the drop-down.

Note: If you are an Operator Assistant, the Users tab will not be visible or accessible. Therefore, you will not have access to other user's information and you will not have the option to create or delete users.

The page is comprised of three areas: Login Info, Company, and Contact Info. You can edit the information in the Login Info and Contact Info sections. The Company section is informational only. If you need to change any of your company information, please contact AMI Support.

Click Save Changes to save any modifications you make to the login or contact information.

Page AreaDescription
Login InfoThis are contains the basic login information for the user. It includes the following fields:
  • Account Name - This is the login name for the user.
  • Role - A user can be either an Operator Executive (with administrative and financial rights) or an Operator Assistant. Note: If you are logged in to your own account, this field is view only. You can not change your own role.
  • Password - The password must be a minimum of five characters.
  • Re-enter Password - Re-enter the password for verification.
  • Challenge Question - This is for user identification in the event the user forgets his or her password.
  • Challenge Answer - This is the answer the user must supply to the challenge question when attempting to reset his or her password.
CompanyThis area contains the summary information for the user's company. This is view only; you can not edit this information.
Contact InfoThis is the contact information for the user. This can be different than the user's company information. You can edit the following information:
  • Name - specify the user's name
  • Title - indicate the title of the user, if applicable
  • Standard Address fields: Address, City, State (select from a drop-down menu), and Zip Code.
  • Email - an email address for the user
  • Phone - the phone number for the user
Note: The only special characters allowed in names are # - / & ( ) , @

Create a New User

If you are an Operator Executive, you have the option to create a new user for the system. You can create either Operator Assistants or additional Operator Executives, depending on your need. To do this, click Create User at the top of the screen. The details page becomes Create User Fill in the Login Info and Contact Info fields as described in the User Details page above. Click Create User to complete the creation process or Cancel to cancel the operation.

Delete a User

If you are an Operator Executive, you have the option to delete users from the system. To do this, click Delete User at the top of the screen. The user is deleted from the system and is no longer displayed in the listing on the Users tab.