Users#

Within the Account, the creation of Users is allowed. Each User is assigned one or more Roles using the "Roles" tool. The number of Users that can be created in the Sherpa AI Server system is unlimited.

No.	Interface Element	Description
1.	"Create" button	Allows creating new Users.
2.	"Refresh" button	Forces the "Users" table to refresh.
3.	"Delete Selected" button	Allows deleting selected Users from the Sherpa AI Server. Individual Users can also be deleted by clicking the button in the corresponding row of the "Users" table. A confirmation window appears when deleting Users.
4.	"Import from CSV" button	Allows uploading User data from a CSV file to create records in the Users table.
5.	"Export to CSV" button	Generates a CSV file of User data for import into spreadsheets and accounting systems.
6.	"Export to XLSX" button	Generates a Microsoft Excel (XLSX) file of User data for import into spreadsheets and accounting systems.
7.	"Account Login" column	Unique identifier for the User to log into the Sherpa AI Server.
8.	"First Name" column	User's first name in the Sherpa AI Server.
9.	"Last Name" column	User's last name in the Sherpa AI Server.
10.	"Department" column	Name of the division or department to which the User belongs.
11.	"Created" column	Date and time the User was created.

Create User#

To create a new User, you need to click the "Create" button in the "Users" table and fill out the opened form.

When creating a new User, it is mandatory to select a Role for them; otherwise, logging in as this User will not be available.

The form for creating a new User offers three authentication options, which can be selected by filling in the checkbox:

• Local;
• Use LDAP authentication;
• Use OpenID authentication.

When creating and/or editing a User, it must be specified which authentication method to use for them.

Edit User#

To view and edit the properties of a specific User, you need to select them from the list and click the button . After that, a form with User settings will open, where necessary changes can be made. There are no new fields in the form of an already created User.