Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
superadmin_users [2021/03/10 03:23]
grm
superadmin_users [2021/06/07 06:24] (current)
Line 1: Line 1:
 +[[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]]
Line 11: Line 12:
     * 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]]
Line 36: Line 37:
   * Active - The user can log in anytime.   * Active - The user can log in anytime.
   * Inactive - The user cannot log in.   * Inactive - The user cannot log in.
-  * Blocked - Same as "Inactive", however you can set an end date to define how long the user will be blocked for.+  * 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.
 \\ \\
Line 104: Line 105:
 \\ \\
  
 +Note: Even as a superadmin, you can only edit the superadmin account's First name, Middle name, Last name, and Contact number.
 ---- ----
  
Line 113: Line 115:
   * 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.   * 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.   * 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.
 \\ \\
 \\ \\
Line 124: Line 129:
 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).  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". 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".
-\\ 
-\\ 
----- 
-==== Search users ==== 
-Test 
-\\ 
-\\ 
----- 
-==== Sort the user list ==== 
-Test 
 \\ \\
 \\ \\