Creating and managing users allows you to maintain your system security when new users start or leave the team. To access this option, follow the blow mentioned steps:
In the left hand navigation menu > Click on Administration. Then click on Organisation Users.
A new screen* will be displayed "Administration/Organisation Users" with below mentioned options based on the user's permission. These options are accessible on top right corner of the page as highlighted in the screenshot below. You will be able to
i. Create User
ii. Search users
iii. Create organisation
iv. Organisation services
v. Organisation details
vi. Search organisations
*Screenshot of Organisation user's page
1. CREATE A USER:
To create a new user, click on the "Create User" tab on the top right corner of the page Administration/ Organisation users page and follow the steps mentioned under the screenshot.
*Screenshot for the Organisation user details page
1. Steps to Create a User:
- Under the Organisation User details, you can create a new user.
- Select an existing user to copy user by clicking on the box next to the 'Copy User' field.
- Select a user from the options provided
- This will copy all security permissions from that user.
- Change the First and Last name, work email and Complete the remaining details
- One cannot go to the next step until all the mandatory fields are added in.
- Provide the login name and password under the login details section on the right hand side of the page.
- Under the "User Account Permission" leave the Springboard version as 7.
- Click on "Create" in the bottom right of the screen as pointed in the screenshot above.
2. EDIT A USER:
- In the main "Administration/organisation" user page, click on 'Search Users' from top right menu
- Click on the magnifying glass icon/search option on top right of the page(under the menu tab)
- This will display a pop up window over the page
- Provide the Username of the user you want to edit.
- Click on the user name you want to edit.
- This will load their details where you can edit their account details or reset their password.
- Click on "Update"(page screenshot shown below in deactive a user section)
3. DEACTIVATE A USER
- Click on "Search Users" in main "Administration/organisation" user page
- Click on the magnifying glass icon/search option on top right of the page(under the menu tab)
- This will display a pop up window over the page
- Provide the Username of the user you want to deactivate.
- Click on the Username from the list displayed of the user you want to deactivate.
- This will load their user details. Click on the "Delete" option provided on the bottom right of the page
- Alternatively enter Account Expiry Date provided under "User account permissions" section and click the bottom right of the page
TIP: Scheduling an expiry allows you to automatically expire an account when you know someone is leaving.
