Managing Users

Viewing Users

To view users:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page, which displays a list of users that you are allowed to manage in the given context.
Figure 1. Viewing Users

To create a new user:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page.
On the User Management page, click the Create New User icon.
This displays the Create new user dialog.
Figure 2. Creating a new user

Note: The organization selection on this page defines the context(s) in which the user will be visible.
Specify the user details as necessary, then click Create User.
Otherwise, click Cancel to discard your settings.

To edit the basic details of a user:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page.
In the user list, click the name of the user you want to edit.
This opens the user detail view.
Open the User Details tab.
This displays the user's basic details.
Click the Edit icon.
This displays the editable data in edit boxes.
Figure 3. Editing user details
Modify the data as necessary, then click Save.
Otherwise, click Cancel to discard your settings.

To change a user's password:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page.
In the user list, click the name of the user you want to edit.
This opens the user detail view.
Open the Password tab.
This opens the Change Password dialog.
Figure 4. Changing a user's password
Specify the new password and confirm it in the corresponding field.
Click Save to complete the operation.

To manage the assignment of a user to organizations:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page.
In the user list, click the name of the user you want to edit.
This opens the user detail view.
Open the Organizations tab.
This displays the organization tree.
To modify the organization assignments, click the Edit icon.
This opens the Edit Assignments dialog.
Figure 5. Modifying a user's organization assignments
Select or deselect the checkboxes of the (sub)organizations you want to assign or unassign, respectively.
Implicitly assigned suborganizations (grayed out) cannot be deselected individually.
Click Save.
Otherwise, click Cancel to discard your settings.

To delete users:

In the navigation bar, select Admin.
This opens the Administration page.
On the Administration page, click User Management.
This opens the User Management page.
In the user list, click the Delete icon in the row of the user you want to delete.
This opens a confirmation dialog.
Click Delete to confirm the operation.
Otherwise, click Cancel.