User Accounts
The Manage Users lists ALL the users who have registered on your website. Users are “unauthorized” when the administrator has not viewed their registration. The following instructions explain how to:
- Manually Add New Users
- Manage User Records
- Manage Security Roles
- Authorize online user registrations .
To open the User Accounts Screen:
- Use your browser to navigate to the Admin Tab located at the right side of the main menu bar.
- Select User Accounts from the drop down menu and click on it. You have opened your Manage Users Screen.
Users are viewed by first name in the alphabetical links across the screen. The All link displays all the users in your database. The unauthorized link shows all users who have entered a 'Private' user registration and have not been authorized by you. The unauthorized registrations listed here make it easy to locate these users to authenticate them manually.
Manually Add New Users
- Mouse over the pencil icon located next to the Manage User title bar.
- Click on the Add New User located in the main drop down menu bar to manually add a new user to the database. You have opened a blank user record.
- Enter the following information to complete your form.
To make the address fields mandatory click on the blank checkbox to indicate a check mark. The mandatory confirmation star will appear next to the box. Making field names mandatory requires users to enter the field name, if the user clicks update and hasn't entered a mandatory field an error message appears asking them to fill it in. All other contact information is mandatory. The email address is not confirmed unless verification is selected in Admin Site Settings.
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First Name |
Enter the users first name |
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Last Name |
Enter the Users Last Name |
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Username |
Enter User name or alias |
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Password |
Enter a password for the user. |
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Confirm |
Re-Enter the user password from above |
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Email |
Enter the users email address |
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Authorized |
Unauthorized users cannot login to your portal. To automatically let users login after they register click on the checkbox. |
|
Country |
Select the users’ country of residence from the drop down list box. |
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Province/State
(Canada/USA others Region) |
choose province or state from the drop down list box, others enter your region. |
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City |
Enter the users’ city of residence. |
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Street |
Enter the users’ street address. |
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Unit # |
Enter the Unit Number. |
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Postal code |
Enter the users postal/zip code. |
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Telephone |
Enter the users’ telephone number. |
- Click on Update to save the record.
You have now added a new user account. After adding the new account the screen defaults back to Manage Users and All the users are displayed. To stop the screen from displaying all the users click on the 'Stop' button on your browser toolbar.
Manage User Records
Create a list by clicking on the letter representing the users’ first name or the All link. You will see the Users information displayed in a list of your choice.
- Click on the pencil (edit) icon located next to the user record you wish to modify. You will now see the individual Users screen.
- Click into the text box opposite the field you wish to change.
- Enter your changes.
- Click on Update Button located at the bottom left side of your screen.
- To delete the user record click the delete link at the bottom left side of your screen..
Manage Security Roles
To manage this users 'Security Roles' click on the Manage Security Roles link at the bottom of the left side of your screen. You will see the following User Roles Screen. To notify users of your changes click the 'Send Notification' checkbox.
Figure 8 - Manage User Security Roles
New Security Role
To add a new security role to a User Account:
- Select a new role from the Security Role drop down box.
- Expiry Date: Optional field that lets you assign a role for temporary access. Enter the date by clicking on the calendar button then clicking on the role. Expiry date.
- Click on the Update link to add the Role Membership. The new access role will be shown on the User Role record below.
- Click on the red delete button to delete a single role from a user account.
- Click OK at the confirmation screen.
Click the Cancel link to return to the Edit User Account Screen.
Delete All Unauthorized User Records
Choose the unauthorized link in User Accounts. You will see all the user accounts that are not able to login.
Click on the pencil (edit) icon located next to the user record you wish to modify. You will now see the individual Users screen.
Click the Authorized checkbox on to allow the user access.
To mark records for deletion you can go through and click the Authorized checkbox off then use this feature. Be careful and make sure you have a back-up of your database before deleting mass users.
- Click on the Delete All Unauthorized User Records Button located at the bottom left side of your User Record List Screen.
- Click on the OK Button at the confirmation screen.
You have now deleted All Unauthorized User Records.