Users tab overview

The Users dashboard displays the list of users in Proxuma. From here, you can quickly glance at the following details:

• Name and Email Address
• Role Task
• Role Ticket
• License
• User Status

• Overview of users dashboard
• User vs resource
• User management

Aside from the details that you can view, you have different actions that you can do for each user, such as:

• Activating a user
• Adding a new user
• Editing a user
• Resetting a user's password
• Deleting a user
• Assigning role tasks and role tickets to a user
• User license
• Changing Daily Availability hours (Autotask resources)

What's the difference between a user and a resource? When we say users, these accounts can access Proxuma, which can be given a role depending on their responsibilities in your company. On the other hand, resources are accounts from Autotask. You can quickly identify each user's status under the User Status column 

1. Click the View Profile button on the user you want to activate.🔍

💡Pro tip: You can quickly identify if a user is not yet activated in Proxuma if the user status is color red.

2. Click View Profile.👤

3. Click the Pencil icon.✏️

3. Activate the Proxuma Status toggle.🔛

4. Click the Save icon and hit OK.💾

5. You will now see that the Proxuma status is Active which indicates that the user is already active.✅

1. From the Users dashboard, click the + Add User button.➕

📝Note: There will be adjustments to your billing once a user is added, and the rates for Engineer, Planner, and Manager are different. You can contact our sales team to learn more about your billing.

2. Complete all required details.✅

3. Once done, click Save.💾

1. On the user that you want to edit, click View Profile.👤

2. Click the Pencil icon.✏️

3. Update the user's information and click the Save icon.💾

1. If a user requests to reset their password, click the View Profile button on that user.🔍

2. Click the Reset Password button and hit OK.🔒

1. Click the View Profile button on the user that you want to delete.👤

📝Note: Deleting a user can't be undone once you confirm your action. 

2. Click the Bin icon.🗑️

3. Click Yes to confirm your action.👍

You can assign a user’s task and ticket creation role based on their work scope within your organization. Roles determine their billing rate and are created in *Autotask which can be quickly assigned through Proxuma.

💡Note: Role assignments for tasks and tickets only apply to Autotask users.

*Admin > Company Settings & Users > Resources/Users (HR) > Roles

To assign role tasks and role tickets for users, follow these steps:

1. From the main menu, click Users.👤

2. Search for the user that you want to set up.🔍

3. Under Role Task, choose the role that you want to assign for tasks from the list.📋

4. Repeat the same step to assign a Role Ticket.🎟️

A user must have a license for them to access Proxuma.
💡Note: Assigning a license to a user will adjust your billing.

To assign a license to a user, follow these step:

1. From the main menu, click Users.👤

2. Search for the user you want to assign the license to.🔍

3. Assign a license from the list.

In the Users tab, you can change Autotask users' Odd and Even daily availability of hours.

💡Note: This configuration is only available for Autotask users.

Here's how to do it:

1. Click the View Profile button on the Autotask resource that you need to update.🔍

2. On the Daily Availability section, adjust the hours accordingly.🕒

User activation for existing users
Learn how to create, activate, and manage users using the different user management actions in Proxuma.

Activate SSO and MFA in Proxuma
An introduction to the latest user security update from Proxuma which is hosted by AWS SSO/MFA.

Understanding AWS SSO/MFA and how you can onboard new organizations to Proxuma.

Microsoft Single Sign-on (SSO) Login Guide
Learn the different type of accounts and the limitations of each user based on their account types.

Reset passwords
Learn how to reset a password whether you're the organization's admin or user.