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Summary

This page is used describes how to,

  1. add a new users user or,

  2. view or edit an existing users user or,

  3. make an existing user “inactive”. Note that you cannot delete a user rather you can only set them to “inactive which prevents them from accessing and using pdBidr.

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Add a New User

Tip

Click “Add new user” button to add a new user.

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Tip
  1. Select “User Type” MANUAL

  2. Choose and enter a “User Display Name”. This may be anything but we recommend you choose the users full name for easy identification.

  3. Select a Role. For most people (traders etc) the role RegularUserRole should be chosen. For higher privileges best discuss with pdView to ensure correct access level is chosen.

  4. Enter “External User Id”. This must be the users main corporate email address.

  5. Click “Save Changes”

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View or edit an existing user

Tip

To open an existing user, click on the hyperlink in the column “Last modified at”

Then edit and click save changes.

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Make an existing user “inactive”

Info

Note that you cannot delete a user rather you can only set them to “inactive”. (To keep an audit trail, pdBidr does not allow data to be deleted.)

Tip

Click the “inactive” box when editing an existing user.

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