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User

  1. Create User

  • Purpose: This feature allows you to create a new user within the system.

  • This feature enables the admin to create a new user within the system.

Create User Button.

    1. Accessing the Create User Screen

  • Purpose: To create a new user in the system.

    1. Steps to Create a User

  • How to create a user

    1. Select User or Contact:
    • Click the option to mark the entry as either a User or a Contact, depending on the role of the individual.
    1. Select Authentication Type:
    • Choose the appropriate Authentication Type based on your organization's requirements. This determines how the user will authenticate their access.

  • To create a new user in the system.

  • a. Click on the "create" button.

  • b. Select the User Type

  • Choose User/Contact depending on the individual role.

  • c. Select Authentication Type:

  • Choose "Authentication Type" based on organization requirements. This determines how the user will authenticate their access.

  • d. Fields in the Create User Form

  • First Name: Enter the first name.

  • Middle Name: Enter the middle name.

  • Last Name: Enter the last name.

  • Email: Provide a valid email address for the user.

  • External API Access: Check this option if the user needs access to external APIs.

  • Password: Create a strong password for the user.

  • Confirm Password: Re-enter the password to confirm it matches.

  • Role:

    • Select a role for the user from the dropdown menu. Available options include:

    • Select the role from the dropdown menu.

      • Site Admin: Full administrative access across all sites.

      • Admin: Administrative privileges for specific areas.

      • Guest: Limited access for viewing or temporary use.

      • Editor: Permission to edit content or settings.

      • Viewer: View-only access.

  • Photo Upload:

    • Upload a profile photo for the user.

  • Upload a profile photo in JPG or PNG format.

    • Supported formats: JPG or PNG. Click the "Upload" button and select the image from your device.

  • e. Saving the User

  • Once all required fields are filled out and optional fields are added as needed:

    • Click "Submit" to create the user.

    • The new user will appear in the Users List, and you can manage their details from there.

  • Once all required fields are entered, click on "Submit" button.

  • f. Editing or Updating a User

  • After creating a user, you can click on their name in the List View or Grid View to access their details page, where you can edit or update their information as needed.

  • Once a user is created, click on the name to view/edit/update information as needed. If changes made, click on "Save Changes" button.

  1. List View

  • Purpose: The list view displays all users in a vertical, scrollable list format, showing key details like the user's name, role, and status.

  • The list view displays users in a vertical, scrollable list format where each item is shown one after another with details or options besides them. Key details being the username, role and status.

  1. Grid View

  • Purpose: The grid view displays users in a grid layout, making it easier to visually differentiate between users using cards or tiles.

  • The grid view displays users in a grid layout, making it easier to visually differentiate between users.

  1. View User Details

  • Purpose: Clicking on a user allows you to view more detailed information about them.

    • You may also be able to edit or delete the user from this page, depending on your permissions.

  • Clicking on a user gives detailed information on the user.

  • Able to edit or delete the user depending on the access rights/permission we have