User/Company Accounts

Configuring the user/company accounts.

The User/Company Accounts configurator is available from the App Studio.

Account Concept

There are two types of user account:

Designer

If you are a designer, then you can use App Studio to design your application with 'administrator' permissions i.e. you can change everything unless restricted by security permissions, using the numerous configurators. When signing up, you were assigned the role of designer.

End-User

An end-user, or user, is restricted from designing the application, but can use all the forms, nav bar, toolbar etc.. functionality for CRUD operations unless restricted by security permissions.

All user accounts are linked to the same company, but only designers can update the company details, and only under certain conditions.

User Custom Variables

When integrating with ReST API's from multiple back-ends, each back-end may have their own user account. By creating a user custom variable for each back-end, we can associate the Flexiva user account with each of these so that each ReST API can pass the back-end user identifier.

User Accounts Configurator

Clicking the User/Company Accounts from App Studio opens this modal form:

The user accounts are listed on the left panel/grid, and the selected user details are shown on the right panel.

Company

The company button is shown in the left panel:

It is used to edit your company account when clicked:

Fields are as follows:

ID

The internal read-only ID of your company record in our CRM database. This will not change.

Name

Your company name. Companies can change names, so this field is editable, however we will not permit you to change a name which already exists in our CRM database. Please contact us if you can prove that your company name change is valid in this instance.

This is your company logo image file. Click this to view, upload or delete this image.

Tel No

This is your company telephone number.

Web Site

This is your company web site URL.

Account Status

This is the status of your account.

Status
Description

Account Type

Whether you are on a Free Trial or are a Paid Customer.

Service Status

Whether you are OK to Service or otherwise.

Service Expiry

When your service contract expires.

Save

Use this button to save your changes.

WARNING: If your new company name conflicts with an existing company name in our CRM system, then you will be informed and your change will be rejected. Please contact us to resolve this issue.

Add User Account

The add button on the left panel allows a new user account to be added:

This opens this modal popup:

Name

The mandatory name of the new user.

Type

A drop down combo. The only two choices are "User" and "Designer" as explained here.

Photo

This is displayed to the right of the Type field. Click the image to either view it, upload a new image, or delete the image if previously uploaded.

E-Mail

This is the mandatory e-mail address of the new user.

Job Title

The optional job title of the new user.

Add Custom Variable

Add one or more user custom variables to this user account using this button. This modal popup form opens:

Choose the custom variable in the drop down combo.

Edit Custom Variable Value

Once the necessary custom variables are added, the grid can be used to set the value of this specific user account variable:

This means that when this user logs in, their respective values will be assigned to their client-side custom variable and are therefore automatically passed to the ReST API data source request so that the back-end can identify which user conducted the CRUD transaction.

Save

The save button will create the new user account and refresh the grid and highlight the new user.

Clone User Account

Cloning an existing user account is the preferred mechanism for creating new user accounts. This is because it also clones the user security permissions.

The clone button on the left panel allows an existing user account to be copied to create a new user with a different name and e-mail address:

The modal popup form is shown:

The name of the contact being cloned is prefixed by "Clone of " and the same photo is displayed to remind you which user account you are cloning.

Change the Name, add the e-mail address, upload a new Photo, set any user custom variables then Save the cloned user account.

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