Differences

This shows you the differences between two versions of the page.

--- superadmin_users [2021/03/08 04:23]
grm
+++ superadmin_users [2021/06/07 06:24] (current)
@@ Line 1: / Line 1: @@
+[[start|Back to Table of Contents]]
 ====== Users ======
-{{:users.png|}}
+{{::users_legend.jpg|}}
 Each user that exists in the system is listed here. This allows you to do user-specific functions:
-  * [superadmin_users#add_user|Add User]
+  - [[superadmin_users#activate_deactivate_one_or_more_users|Activate / deactivate one or more users]]
-  * View / edit a user
+  - [[superadmin_users#add_user|Add User]]
-  * Activate / deactivate one or more users
+  - [[navigating_the_portal#export_list_to_excel|Export the list to a Microsoft Excel spreadsheet]]
-  * [[navigating_the_portal#search|Search users]]
+  - [[navigating_the_portal#pagination_controls|Browse through the list pages or display a specific amount of entries per page]]
-  * [[navigating_the_portal#sorting|Sort]] the user list by:
+  - [[navigating_the_portal#search|Search users]]
+  - [[navigating_the_portal#sorting|Sort]] the user list by:
     * Email - The user's e-mail, e.g.  which they also use for retrieving their passwords in case they forget
     * Name - The user's full name registered in the system, in [First name] [Middle name] [Last name] format.
-    * Project - The project the user is assigned to. See [settings#projects|Projects].
+    * Project - The project the user is assigned to. See [[settings#projects|Projects]].
-    * Role - The user's assigned role, which allows and/or prohibits the user from access to some of the portal's features. See [superadmin_roles|Roles].
+    * Role - The user's assigned role, which allows and/or prohibits the user from access to some of the portal's features. See [[superadmin_roles|Roles]].
-    * Status - The user's current system status. See [superadmin_users#status|Status]
+    * Status - The user's current system status. See [[superadmin_users#status|Status]]
     * Last Login
-  * [[navigating_the_portal#export_list_to_excel|Export the list to a Microsoft Excel spreadsheet]]
+  - [[superadmin_users#view_edit_user|View a user]]
+  - [[superadmin_users#View_edit_user|Edit a user]]
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 ----
@@ Line 21: / Line 24: @@
 {{:adduser.png|}}
-The Add User page shows a single tab, Profile. Adding a user involves entering data into several fields:
+The Add User page shows a single tab, Profile. This page displays a form where you need to enter information about the user to be created. Most of these fields are mandatory.
 \\
 \\
@@ Line 32: / Line 35: @@
 === Status ===
  Any created user can be initially set with any of the following statuses:
-  * Active
+  * Active - The user can log in anytime.
-  * Inactive
+  * Inactive - The user cannot log in.
-  * Blocked
+  * Blocked - Same as "Inactive", however you can set an end date to define how long the user will be blocked for. Once the end date has passed, the user's status will automatically revert to "Active".
 This field is also mandatory.
 \\
@@ Line 47: / Line 50: @@
 == Send an Email Invite ==
-This option generates an e-mail message with a link to a password setup page, like below:
+When this option is set, and the Add User page form is completed and saved, it generates an e-mail message with a link to a password setup page, like below:
 {{::adduser_invite.png?nolink&400|}}
 \\
@@ Line 60: / Line 63: @@
 == Type Password Manually ==
-{{::addusertypepassm.png?nolink&600|}}
+{{::addusertypepassm.png?nolink|}}
 \\
 If you choose to create the password manually, the page adds two fields in the form: Password and Confirm Password. Both fields are mandatory and must match.
@@ Line 67: / Line 70: @@
 === User Role ===
-This assigns a role to the user, which allows and/or prohibits the user from access to some of the portal's features. This field is mandatory. See [superadmin_roles|Roles].
+This assigns a role to the user, which allows and/or prohibits the user from access to some of the portal's features. This field is mandatory. See [[superadmin_roles|Roles]].
 \\
 \\
 === Project ===
-The project the user is assigned to. Options here are defined in the [settings#projects|Projects] settings. This field is optional.
+The project the user is assigned to. Options here are defined in the [[settings#projects|Projects]] settings. This field is optional.
 \\
 \\
 === LGUs ===
-The local government unit (LGU) where the user is assigned at. Options here are defined in the [settings#lgus|LGUs] settings. This field is optional.
+The local government unit (LGU) where the user is assigned at. Options here are defined in the [[settings#lgus|LGUs]] settings. This field is optional.
 \\
 \\
@@ Line 91: / Line 94: @@
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-----
+=== Save ===
+{{:saveback.png?nolink&200|}}
+When the form is complete (i.e. all mandatory fields have been filled), click on "Save". The system will validate the fields. If everything is in order, it will accept the new user into the system and a message will popup stating such. You can also click on the "Back" button and discard your changes - this takes you back to the main [[superadmin_users|Users]] page.
-==== View / edit a user ====
+{{::addusersuccess.png?nolink&400|}}
-Test
+If, however, one or more mandatory fields have been unattended, the system will not accept the form and a message will appear underneath each unattended field:
+{{::addusermandatory.png?nolink&400|}}
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 \\
+Note: Even as a superadmin, you can only edit the superadmin account's First name, Middle name, Last name, and Contact number.
 ----
-==== Activate / deactivate one or more users ====
-Test
+==== View / edit user ====
+{{::edituser.png|}}
+The View user and Edit user pages have almost the same fields. The substantial difference between the View user page and the Edit user page is the capability to edit - View user only shows the fields while Edit user lets you edit the fields and do other actions (e.g. Resend email invite). Both pages also show the same fields as in the [[superadmin_users#add_user|Add User]] page and source/alter the same data as well.
+In the Edit user page, there are additional actions you can do:
+  * Delete - This deletes the user from the system. Clicking this will popup a prompt confirming if you want to proceed. Clicking on the "Proceed" button processes and removes the user from the system. Think twice when using this function as the action is irreversible.
+  * Resend Email Invite - You can also resend the email invite to the user, detailed in the [[superadmin_users#send_an_email_invite|Send an Email Invite]] section. This also means that they will need to re-enter a desired password in the invite link.
+=== Saving your edits ===
+Same as when adding users, once you've made your changes to the user account, click on "Save" to apply the changes. The system will validate the fields. If everything is in order, it will accept the changes and a message will popup stating such. You can also click on the "Back" button and discard your changes - this takes you back to the main [[superadmin_users|Users]] page.
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 \\
 ----
-==== Search users ====
+==== Activate / deactivate one or more users ====
-Test
+{{::users_actdeact.png?nolink|}}
-\\
+From the Users page, you can activate or deactivate multiple users at a time.
-\\
+  - Select users by toggling the left-hand checkboxes on each of the user that you want to activate / deactivate.
-----
+  - Click on either "Activate Selected User/s" or "Deactivate Selected User/s".
-==== Sort the user list ====
-Test
+Activating each user will set the user's status to "Active". Deactivating each user will set the user's status to "Inactive" (they cannot log in under this status).
+These actions apply regardless of the user's current status. For instance, if user is Active and another is Inactive, and both are selected to be deactivated, they will both be set to "Inactive".
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