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superadmin_users [2021/03/08 05:39]
grm 		superadmin_users [2021/06/07 06:24] (current)
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 +[[start|Back to Table of Contents]]
 ====== Users ====== ====== Users ======
 {{::users_legend.jpg|}} {{::users_legend.jpg|}}
  
 Each user that exists in the system is listed here. This allows you to do user-specific functions: Each user that exists in the system is listed here. This allows you to do user-specific functions:
-  - Activate / deactivate one or more users+  - [[superadmin_users#activate_deactivate_one_or_more_users|Activate / deactivate one or more users]]
   - [[superadmin_users#add_user|Add User]]   - [[superadmin_users#add_user|Add User]]
   - [[navigating_the_portal#export_list_to_excel|Export the list to a Microsoft Excel spreadsheet]]   - [[navigating_the_portal#export_list_to_excel|Export the list to a Microsoft Excel spreadsheet]]
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     * Email - The user's e-mail, e.g.  which they also use for retrieving their passwords in case they forget     * 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.     * 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]]
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 === Status === === Status ===
  Any created user can be initially set with any of the following statuses:  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. This field is also mandatory.
 \\ \\
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 === Save === === Save ===
 {{:saveback.png?nolink&200|}} {{: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.+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.
  
 {{::addusersuccess.png?nolink&400|}} {{::addusersuccess.png?nolink&400|}}
  
 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: 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&600|}}+{{::addusermandatory.png?nolink&400|}}
 \\ \\
 \\ \\
  
 +Note: Even as a superadmin, you can only edit the superadmin account's First name, Middle name, Last name, and Contact number.
 ---- ----
  
 ==== View / edit user ==== ==== 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.
 \\ \\
 \\ \\
 ---- ----
 ==== Activate / deactivate one or more 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". 
-==== Search users ==== + 
-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".
-\\ +
----- +
-==== Sort the user list ==== +
-Test+
 \\ \\
 \\ \\
superadmin_users.1615181977.txt.gz · Last modified: 2021/06/07 06:24 (external edit)


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