Users

Each user that exists in the system is listed here. This allows you to do user-specific functions:

• [superadmin_users#add_user|Add User]
• View / edit a user
• Activate / deactivate one or more users
• Search users
• 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].
  • 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]
  • Last Login
• Export the list to a Microsoft Excel spreadsheet

The Add User page shows a single tab, Profile. Adding a user involves entering data into several fields:

The user's e-mail, e.g. which they will also use for retrieving their passwords in case they forget. This field is mandatory.

Any created user can be initially set with any of the following statuses:

• Active
• Inactive
• Blocked

This field is also mandatory.

When adding a new user, you can choose two ways to create that user's password:

• Send an Email Invite - Basically, you choose this if you want the user to set up the password themselves;
• Type Password Manually - Choose this if you want to set the password yourself.

This option generates an e-mail message with a link to a password setup page, like below:
Clicking on the link takes the message recipient to the password setup page, where they can enter the password they desire on the “Set your password” field. They also have to repeat this password on the “Confirm Password” field. Both passwords must match.:
Clicking on the “Submit” button registers the passwords into the system. If successful (i.e. the passwords match and there were no connection issues), the system will show a success popup, logs the user in automatically, and take the user to the Dashboard / Reports page.

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.

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].

The project the user is assigned to. Options here are defined in the [settings#projects|Projects] 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.

Set the name of the user to be added here. This is split into three fields: First Name (mandatory), Middle Name (optional) and Last Name (mandatory).

You can add the new user's contact number here, though this field is optional.

Test

Test

Test

Test