Security Users lets you Add, Edit and Delete DriveWorks Users inside the DriveWorks CPQ Template.
This View will list all of the DriveWorks Users in the DriveWorks CPQ Template Group. Further Users can be added to the Group and managed using the Add, Edit and Delete buttons.
You can also manage what DriveWorks Teams each User is in using the Manage Teams button.
Location in the DriveWorks CPQ Template:
Dashboard > Admin Panel > Security Users
DriveWorks Autopilot is required to process Security. The Add, Edit and Delete Project is sent to DriveWorks Autopilot for processing.
DriveWorks Autopilot is used because it is logged into the DriveWorks Group as a User that has permission to edit Group security.
Editing a DriveWorks User is the same process as Adding a DriveWorks User, apart from you cannot change the User Name. User Name cannot be edited even in DriveWorks Administrator.
Every other setting can be modified on a DriveWorks User through the editor.
DriveWorks Autopilot is required to process the update.
DriveWorks Autopilot is required to process the delete.
Manage Teams lets you administer what DriveWorks Teams a User is a member of.
Left Hand List - List of Teams in the DriveWorks Group.
Right Hand List - List of Teams the User is a member of.
DriveWorks Autopilot is required to process Project permissions.