Users Management

Overview


This page allows administrators to make changes to a user's profile.

The Users Management page

Before you Begin

Make sure the Users Management page is open and the currently logged-in user has the right permissions to make changes to users on the platform.

About the Task

This is how one adds new users to the system and changes their properties once they are added to the system. 

Procedure to Create User

  1. Click the "+ Create" button on the upper right-hand side of the page.

  2. Add a "Username", "Password", "First Name", and "Last Name".

  3. Determine how many minutes the user can stay logged-in without performing any action and put it in the "Session Timeout" field.

  4. Decide whether or not the user is "Active" in the system

  5. Click the "Save" button on the lower right-hand side of the pop-up.

Procedure to Search for a User

  1. On the "Users Management" page on the upper left-hand side, start typing in the "Filter" box the name of a user.

2. Confirm the new (or existing) user is listed after the filter has been applied.

Users can be sorted based on different column headings (username, first name, last name, admin, and whether or not they are active in the system).

Procedure to Edit a User

Under the "Actions" column, click on the three vertical dots. Actions include:

          1. Edit - This allows you to make a change to a currently selected user. You can change all fields except the username. Alternatively, simply click on any row to edit a user.

          2. Edit Flow Roles - This launches a pop-up that allows you to select which flow roles the user is associated with. You can check all of the boxes which apply to the user and hit save.

          3. Delete - This will remove the user from the system.