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James Culbertson edited this page Jul 6, 2016 · 5 revisions

Add/Edit Users

The Users page allows the administrator to add/edit users that have access to the website and the roles that the users will have (Admin or User). The list of all of the users is initially shown, allowing the admin to click on an icon to make a change:
Settings - Users
The following actions are available, click on the links for more information about each option:

  • Add User - The Plus Icon icon on the top left of the Users table allows adding new users to the website.
  • Edit User - The Edit Icon icon on the left of each row in the Users table allows editing the settings for the user shown in that row.
  • Delete User - The Delete Icon icon on the left of each row in the Users table allows deleting the user in that row.

Add User

Clicking on the Add User icon will bring up an edit form for the new user:
Settings - Users Add
The form has the following fields that must be entered:

  • Username - The user name that the new user will use to login to the site.
  • Password - The password that the new user will use to login to the site. The password must be at least 6 characters in length.
  • Email - The email address of the new user.
  • Role - The role of the new users. It should be either User or Admin. The User role will be able to view the Dashboard and Reports for the sites, but will not be able to change settings. The Admin role will be able to change settings as well as viewing the Dashboard and Reports.

Edit User

Clicking on the Edit User icon will bring up a similar edit form for the existing user:
Settings - Edit User
The form has similar fields as described above for the new user case:

  • Username - The user name that was selected for editing. This field is not to be changed.
  • Password - A new password should only be entered if it is meant to be changed, otherwise leave blank to keep it the same. The password must be at least 6 characters in length if it is provided.
  • Email - The email address of the new user.
  • Role - The role of the user. See description above for more details.

Delete User

Clicking on the Delete User icon will bring up a confirm screen to confirm whether the user should be removed from the website. The currently-logged-in user cannot be deleted. This action cannot be undone.

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