User management
This is the section in which you will be able to create a new user, manage its properties and assign it to a role.
Logged in with a user account assigned to a role with the ‘Manage user accounts' right. Click on the ‘Administration’ option located in the top-menu, then click on ‘User Management’ (Administration > User Management). A list with all the users belonging to the logged-in user Authority shall be shown. The Administrator will see all the Users.
This is linked with the Roles management section, so we recommend to take a look at that section before managing user properties.
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New user
To create a new user, click on the 'New User' button.
A window to create the new user will be opened.
The fields marked with an asterisk like will be mandatory.
The Authority field will be preselected by default and in some cases greyed out, based on who is creating the new user. This is also a mandatory field and will only be editable by users with permissions to do it.
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You will be able to select what specific actions this user can do. If the user is blocked, if it can change the password or if this user is Administrator
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When the user is blocked, the login for that user will be disabled.
Properties
The properties of the user are a continuation of some of the required data to create the new user. Here you can add the User´s personal information.
A valid email address and the preferred language are the only required fields.
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Roles
In the roles part you will select the role or roles associated with the user. This is important because it will limit the things this user will be able to do on ECCAIRS platform.
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The available roles here are dependant on the selected Authority's roles.
One or more roles can be selected. The resulting permissions of selecting more than one role is the sum of the permissions of each role. The reports a user with multiple roles can see, is a combination of both queries, as a full outer join in a more technical language.
You have to 'Save' the changes by clicking on the 'Save' button.
If you have forgotten to save the changes a modal window will be displayed and you need to confirm if you want to exit without saving.
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After saving the new user, this user will receive an activation email. The user will have to follow the steps written in that email to activate the account and configure the password.
Edit user
If you want to edit an existing user, press the 'pencil' icon button.
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The same window as when creating a new user will be opened but this time it will be preloaded with the data of the user you want to edit.
Take into account that when editing a user, the same restrictions as when creating a user will be evaluated when saving the changes.
Delete user
To delete a user, press the trash' icon button. A window confirming the action will be shown. When confirmed, the user will be deleted.
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