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This section provides the purpose, elements, and actions performed on the User Access pages.

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Purpose

The Users page shows user accounts and their permission group assignments. You can view, add, and edit users from this page. Each user must belong to at least one permission group to access CoPilot.

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Elements

User Access: Users
  • + User button: Opens dialog to create new user.
  • Search box: Filters users by name or email.
  • Filter button: Shows filter options for the table.
  • Columns button: Selects visible columns in the table.
  • Export button: Exports table data.
  • Users table: Shows list of users with name, email, and permission groups.
  • Edit button: Edits user configuration.
  • Delete button: Deletes user account.
  • Actions button: Opens additional actions menu.
  • Refresh button: Refreshes table data.

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Actions

To view users:
  1. Go to Administration > User Access > Users.
  2. The Users page appears with the table (Name, Email, Permission Groups) and + User, Search, Filter, Columns, Export, Refresh.
  3. Optionally, use Search, Filter, or Columns to narrow the list.
The users table shows all user accounts and their permission group assignments.

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Parameter Details

Sl. No.CoPilot Parameter NameDescription
1NameShows user name.
2EmailShows user email address.
3Permission GroupsShows permission groups assigned to user.
To add a user:
  1. Go to Administration > User Access > Users.
  2. Click + User.
  3. In the dialog, enter Name, Email, Password, and select Permission Groups. Click Save.
A notification appears confirming the user was created.

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Parameter Details

Sl. No.CoPilot Parameter NameDescription
1NameEnter the user’s name (you can also add a job title or description).
2EmailEnter the user’s email or email mailing list.
3PasswordEnter a strong password or passphrase for the user.
4Permission GroupsSelect the permission groups this user should belong to (each user must belong to at least one).
To edit a user:
  1. Go to Administration > User Access > Users.
  2. Locate the user in the table and click Edit.
  3. In the dialog, update Name, Email, Password, and Permission Groups as needed. Click Save.
A notification appears confirming the user was updated.

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Parameter Details

Sl. No.CoPilot Parameter NameDescription
1NameEdit the user’s name as needed.
2EmailEdit the user’s email address.
3PasswordEdit the user’s password if needed.
4Permission GroupsAdd or remove permission groups (click dropdown to add; click x to remove).