User Management

Manage users from initial creation to resetting passwords and unlocking accounts, all from one location.

Next: Populations

1.View All Users (enabled/disabled)

The User Management page in the Administration area displays all enabled and disabled users.  An enabled user is capable of logging in to the platform and conducting actions, whereas a disabled user may not log in. Users on the system will be displayed here and organized first by enabled and disabled users and then alphabetically in descending order by email address.

2017-01-13 08_36_17-Administration

The following information is displayed in this table:

  • Locked column: In the event that a user has been locked from their account, a lock icon will appear at the start of the user’s row in the table.
  • Name: The user’s name.
  • Email: The user’s email address.
  • Last Login: The last date/time the user logged in.
  • Populations: The populations to which the user has access.
  • Date Created: The date/time the user was created.
Was this helpful? Yes No Suggest edit

2.View Individual User Details

  1. Navigate to the User Management page in the Administration area.
  1. Click on the row of the user to be viewed or the view icon 2017-01-09-15_17_53-population-name  that appears on the far right of the screen in line with the user’s name; This will open the User Details page.

2017-01-13 08_51_22-Administration

  1.  The screen will now show a read only view of the following user details:
  • Account settings:
    • Email Address: The email address of the user that is used to log into the platform.
    • User Type: The type of account for the user
    • Password: A non-explicit number of dots that represent the users’ password. The user’s actual password is NOT displayed to the Administrator viewing the account.
  • Basic information:
    • First Name: The first name of the user.
    • Last Name: The last name of the user.
  • Populations: This is a read-only view of the populations to which the user has access.  The Populations section is strictly read only; even when the page is put into edit mode, the Populations cannot be deleted, added or changed in anyway.
Was this helpful? Yes No Suggest edit

3.Search Users

To search for a particular user on the platform, enter a user’s name into the Search Users box. The user list that appears below the search box will filter when the user hits the enter key based on user’s first or last names that start with the information in the search box.

2017-01-13 08_52_33-Administration

Was this helpful? Yes No Suggest edit

4.Add New User

  1. From the Administration area, navigate to the User Management page.
  1. Click the + New User button.

2017-01-13 08_35_56-Administration

  1. The New User page will open with a small number of required inputs described below.

2017-01-13 08_40_21-Administration

  • Under Account Settings enter the following information:
    • Email address: Enter the user’s email address.  This email address will be used by the user for logging in to the platform. Max characters 128.
    • User Type: select from:
      • End User: This type of user has access only to their own account page. This type of user can be added to any population on the system and given population specific privileges there.
      • User Admin: This type of user has access to the Populations and User Management pages in Administration and the General and Security pages of all populations on the system. This type of user can be added to any population on the system and given population specific privileges there.
    • Temporary Password: The initial password to be used by the user.  The user will be forced to change the password upon first login.
    • Confirm Temporary Password
  • Under Basic Information enter the following information:
    • First name: The first name of the user; this field has a maximum character limit of 164 characters
    • Last name: The last name of the user; this field has a maximum character limit of 164 characters
  1. Click the Create button. The user will now appear on the User Management table in the area for Enabled Users.,
Was this helpful? Yes No Suggest edit

5.Edit User

  1. Navigate to the User Management page in the Administration area.
  1. Click on the row of the user to be edited.
  1. Click the Edit button in the top right of the screen. Editing may occur in the following areas:

2017-01-13 08_49_35-Administration

  • Account settings:
    • Email Address: The email address of the user that is used to log into the platform; this field has a maximum character limit of 128 characters
    • User Type: The type of account for the user; select from:
      • End User: This type of user has access only to their own account page. This type of user can be added to any population on the system and given population specific privileges there.
      • User Admin: This type of user has access to the Populations and User Management pages in Administration and the General and Security pages of all populations on the system. This type of user can be added to any population on the system and given population specific privileges there.
    • Password: A button labeled “Change” is displayed in place of the non-explicit dots.
  • Basic information:
    • First Name: The first name of the user; this field has a maximum character limit of 164 characters
    • Last Name: The last name of the user; this field has a maximum character limit of 164 characters
  • Populations: This is a read-only view of the populations to which the user has access.  The Populations section is strictly read only; even when the page is put into edit mode, the Populations cannot be deleted, added or changed in anyway from this page.
Was this helpful? Yes No Suggest edit

6.Change User Password

  1. Follow the steps for Edit User.
  1. Click the Change button in the Account Settings area of the page under Password. Clicking this button opens a change password modal with Temporary Password and Confirm Temporary Password fields:

2017-01-13 09_25_23-Administration

  1. Enter a password that meets the security requirements listed at the bottom of the Change Password modal in both fields.
  1. Click the Save Button.

The User will now have a temporary password.  Communicate this password to the user using a secure form of communication. No automated communications are sent from the platform to notify the user that they have been given a temporary password.

Was this helpful? Yes No Suggest edit

7.Enable or Disable User

When a user account is disabled, the user will no longer be able to login to the system and view/manipulate the populations that they previously had access to, nor their own account details. They will also not be included on the list of available users when assigning users to a population on the User Permissions page of a population.

Disabled users who try to login to the platform will see an error page with the following message: “It appears this user account has been disabled. If you think that this is a mistake, please contact your system administrator.” This page will also contain a “Back to Login” button.

Steps to enable or disable a user:

  1. Navigate to the User Management page in the Administration area.
  1. Click on the row of the user to be viewed or the view icon 2017-01-09-15_17_53-population-name  that appears on the far right of the screen in line with the user’s name. This will open the User Details page.
  1. Toggle the input that is at the top right of the screen.

2017-01-13 08_59_15-Administration

    • Toggling this to “Disabled” will prompt a confirmation modal which states “Are you sure that you want to disable this user? Disabling the user will disable their ability to login to the system”.   On this modal click the Disable button to disable the user or Cancel to leave the user enabled.

2017-01-13 09_02_28-Administration

  • Toggling this to “Enabled” will enable previously disabled accounts and allow that user to login to the system.
Was this helpful? Yes No Suggest edit

8.Unlock User

If a user locks their account by failing to login correctly 10 consecutive times, or due to passing the threshold for inactivity, they will be prevented from getting past the login page of the platform. This will continue to happen so long as the account is locked. A user administrator can unlock a user’s account manually by following these steps:

  1. Navigate to the User Management page in the Administration area.
  1. Click on the row of the user to be unlocked or the view icon 2017-01-09-15_17_53-population-name  that appears on the far right of the screen in line with the user’s name; This will open the User Details page. Locked user accounts are indicated in the first column of the User Management table by a lock icon.
  1. Click the “Unlock” button at the top right of the User Details page. This button will only be visible for user accounts that are locked. Unlocking a user account will provide the locked user with one additional opportunity to successfully login to their account.

2017-01-13 10_13_14-Administration

  1. When the Unlock button is clicked, a confirmation modal will open with the following text: “This account was locked for security reasons. Are you sure you want to unlock this account?” Click the Unlock button to proceed or click the Cancel button.

2017-01-13 09_05_51-Administration

Was this helpful? Yes No Suggest edit
Suggest Edit