Difference between revisions of "Managing users"

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(Created page with "=== Role === Role is a set of actions that user can perform. Currently actions that can be assigned to role are: * Manage User * Manage Site * Manage Lift * Manage Measurement...")
 
(Marked this version for translation)
 
(6 intermediate revisions by the same user not shown)
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=== Role ===
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<translate>
Role is a set of actions that user can perform. Currently actions that can be assigned to role are:
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=== Add New Role === <!--T:1-->
* Manage User
 
* Manage Site
 
* Manage Lift
 
* Manage Measurement
 
* Manage Rule
 
* Manage Access Group
 
* Can Integrate
 
Each '''organization''' has default administrator role that can perform all of the actions.
 
 
 
=== Add New Role ===
 
 
# Login to the [https://ems.senfi.io/cms CMS]
 
# Login to the [https://ems.senfi.io/cms CMS]
 
# Go to the '''User''' > '''Role''' tab
 
# Go to the '''User''' > '''Role''' tab
Line 18: Line 8:
 
# Click '''SAVE'''
 
# Click '''SAVE'''
  
=== Add New User ===
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=== Add New User === <!--T:2-->
 
# Login to the [https://ems.senfi.io/cms CMS]
 
# Login to the [https://ems.senfi.io/cms CMS]
# Go to the '''User''' tab
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# Go to the '''Users''' tab
 
# Click the '''+''' button
 
# Click the '''+''' button
 
# Add '''Full Name''', '''Username''', '''Password''', '''Email Address'''
 
# Add '''Full Name''', '''Username''', '''Password''', '''Email Address'''
# Select '''Role''' and '''Access Group'''
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# Select '''Role'''
 +
# Select '''Access Group''' if not Administrator role
 
# Click '''SAVE'''
 
# Click '''SAVE'''
 +
</translate>
 +
<div class="important"><translate><!--T:3--> Note: '''Username''' and '''Email''' are unique in Senfi and '''username''' cannot be changed after creation</translate></div>
  
=== Edit User ===
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<div class="important"><translate><!--T:4--> Note: If '''Role''' is Administrator role, user is assigned to '''default access group''' by default</translate></div>
 +
<translate>
 +
=== Edit User === <!--T:5-->
 
# Login to the [https://ems.senfi.io/cms CMS]
 
# Login to the [https://ems.senfi.io/cms CMS]
# Go to the '''User''' tab
+
# Go to the '''Users''' tab
 
# Click the '''Edit''' icon button
 
# Click the '''Edit''' icon button
 
# Update the User's information
 
# Update the User's information
 
# Click '''SAVE'''
 
# Click '''SAVE'''
 +
</translate>
 +
<div class="important"><translate><!--T:6--> Note: '''Password''' and '''Confirm Password''' fields need to fill only if you want to change user password</translate></div>

Latest revision as of 14:22, 17 October 2019

Add New Role

  1. Login to the CMS
  2. Go to the User > Role tab
  3. Click the + button
  4. Add Role Name
  5. Select Actions Allowed
  6. Click SAVE

Add New User

  1. Login to the CMS
  2. Go to the Users tab
  3. Click the + button
  4. Add Full Name, Username, Password, Email Address
  5. Select Role
  6. Select Access Group if not Administrator role
  7. Click SAVE
Note: Username and Email are unique in Senfi and username cannot be changed after creation
Note: If Role is Administrator role, user is assigned to default access group by default

Edit User

  1. Login to the CMS
  2. Go to the Users tab
  3. Click the Edit icon button
  4. Update the User's information
  5. Click SAVE
Note: Password and Confirm Password fields need to fill only if you want to change user password