CW:CityWater User Management: Difference between revisions

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If logged in to an account with administrator access, the User Accounts link will be available in the navigation field.
If logged in to an account with the Client Account Management add-on, the User Accounts link will be available in the navigation field.
==User Accounts Page==
==User Accounts Page==
For accounts with administrative access, the User Accounts page can be used to control which accounts can access each project. The page will list the username (account name), user's name, role, and organizations.  
For accounts with administrative access, the User Accounts page can be used to control which accounts can access each project. The page will list the username (account name), user's name, role, and organizations.  


New users can be added by clicking the New [[File:TethysAddIcon.png|16 px]] button which will direct you to the New User page. Clicking the Edit [[File:TethysEditIcon.png|16 px]] button will go to the Edit User page for the selected user. Clicking the Delete [[File:TethysDeleteIcon.png|16 px]] button will remove the user's account.
New users can be added by clicking the '''New''' [[File:TethysAddIcon.png|16 px]] button which will direct you to the New User page. Clicking the '''Edit''' [[File:TethysEditIcon.png|16 px]] button will go to the Edit User page for the selected user. Clicking the '''Delete''' [[File:TethysDeleteIcon.png|16 px]] button will remove the user's account.


[[File:CityWaterUserAccountsPage.png|thumb|none|400 px|Example of the User Accounts page]]
[[File:CityWaterUserAccountsPage.png|thumb|none|400 px|Example of the User Accounts page]]
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'''''Account'''''
'''''Account'''''


This section defines the account log in and password to let the user access the account.
This section defines the account login and password to let the user access the account.
* ''Username''
* ''Username''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
</blockquote>
*''Password''
*''Password''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The password the user will use to access his/her account.
The password the user will use to access his/her account.
</blockquote>
*''Confirm Password''
*''Confirm Password''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::It is required that you retype the password in this field for confirmation.
It is required that you retype the password in this field for confirmation.
 
</blockquote>
'''''Permissions'''''
'''''Permissions'''''


This section defines what features and projects the account will be able to access.
This section defines what features and projects the account will be able to access.
*''Role''
*''Role''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The role assigned to a user determines which features that user can access.
The role assigned to a user determines which features that user can access.
</blockquote>
*''Organization''
*''Organization''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::Users have access to the projects of the organizations to which they belong.
Users have access to the projects of the organizations to which they belong.
 
</blockquote>
'''''Profile'''''
'''''Profile'''''


All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.
All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.
*''First Name''
*''First Name''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's first name.
The user's first name.
</blockquote>
*''Last Name''
*''Last Name''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's last name.  
The user's last name.  
</blockquote>
*''Email''
*''Email''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's email address.
The user's email address.
</blockquote>


==Edit User==
==Edit User==
[[File:TethysEditUser.png|thumb|400 px|Example of the edit user page]]
[[File:TethysEditUser.png|thumb|400 px|Example of the edit user page]]
The Edit User page is similar to the New User page. On the Edit User page, an administrator can change the following information for a user.
The Edit User page is similar to the New User page. On the Edit User page, an administrator can change the following information for a user.
'''''Status'''''
This button will switch between Active and Inactive when clicked. Selecting Inactive will disable the user's account. A disabled account can be reactivated by switching this back to Active.


'''''Account'''''
'''''Account'''''


This section changes the account log in and password for the user to access the account.
This section changes the account login and password for the user to access the account.
* ''Username''
* ''Username''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
</blockquote>
*''Password''
*''Password''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The password the user will use to access his/her account.
The password the user will use to access his/her account.
</blockquote>
*''Confirm Password''
*''Confirm Password''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::If changing the user password, it is required that you retype the password in this field for confirmation.
If changing the user password, it is required that you retype the password in this field for confirmation.
 
</blockquote>
'''''Permissions'''''
'''''Permissions'''''


This section changes what features and projects the account will be able to access.
This section changes what features and projects the account will be able to access.
*''Role''
*''Role''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The role assigned to a user determines which features that user can access. You cannot change your own role.
The role assigned to a user determines which features that user can access. You cannot change your own role.
</blockquote>
*''Organization''
*''Organization''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::Users have access to the projects of the organizations to which they belong.
Users have access to the projects of the organizations to which they belong.
 
</blockquote>
'''''Profile'''''
'''''Profile'''''


All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.
All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.
*''First Name''
*''First Name''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's first name.
The user's first name.
</blockquote>
*''Last Name''
*''Last Name''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's last name.
The user's last name.
</blockquote>
*''Email''
*''Email''
<blockquote style="margin-top:0px; margin-bottom:0px;">
::The user's email address.
The user's email address.
 
</blockquote>
==Manage Members in Organizations==
For accounts with an enterprise license, members of organizations can be added or removed. From the Organizations page, click on the ''Manage Members'' [[File:ManageMembersIcon.png|16 px]] button next to the organization name to go to a list of all members of the organization. From here members can be added or removed. Be certain that a user accounts belong to at least one other organization before removing them from an organization. User accounts cannot be added to organizations if they do not belong to any organizations.
 
<!--For accounts with an administration license, members of organizations can be added or removed. From the Organizations page, click on the Manage Members ManageMembersIcon.png button next to the organization name to go to a list of all members of the organization. From here members can be added or removed. Be certain that a user accounts belong to at least one other organization before removing them from an organization. User accounts cannot be added to organizations if they do not belong to any organizations.-->


==Related Topics==
==Related Topics==

Latest revision as of 17:33, 3 January 2020

If logged in to an account with the Client Account Management add-on, the User Accounts link will be available in the navigation field.

User Accounts Page

For accounts with administrative access, the User Accounts page can be used to control which accounts can access each project. The page will list the username (account name), user's name, role, and organizations.

New users can be added by clicking the New TethysAddIcon.png button which will direct you to the New User page. Clicking the Edit TethysEditIcon.png button will go to the Edit User page for the selected user. Clicking the Delete TethysDeleteIcon.png button will remove the user's account.

Example of the User Accounts page

New User Page

Exampe of the New User page

On the New User page, an administrator can create an account for a user by entering the following:

Account

This section defines the account login and password to let the user access the account.

  • Username
The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
  • Password
The password the user will use to access his/her account.
  • Confirm Password
It is required that you retype the password in this field for confirmation.

Permissions

This section defines what features and projects the account will be able to access.

  • Role
The role assigned to a user determines which features that user can access.
  • Organization
Users have access to the projects of the organizations to which they belong.

Profile

All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.

  • First Name
The user's first name.
  • Last Name
The user's last name.
  • Email
The user's email address.

Edit User

Example of the edit user page

The Edit User page is similar to the New User page. On the Edit User page, an administrator can change the following information for a user.

Status

This button will switch between Active and Inactive when clicked. Selecting Inactive will disable the user's account. A disabled account can be reactivated by switching this back to Active.

Account

This section changes the account login and password for the user to access the account.

  • Username
The unique username the user will use to access his/her account. This value may contain only letters, numbers and @/./+/-/_ characters.
  • Password
The password the user will use to access his/her account.
  • Confirm Password
If changing the user password, it is required that you retype the password in this field for confirmation.

Permissions

This section changes what features and projects the account will be able to access.

  • Role
The role assigned to a user determines which features that user can access. You cannot change your own role.
  • Organization
Users have access to the projects of the organizations to which they belong.

Profile

All entries in this section are optional. Completing these fields is recommended for recovery and security purposes.

  • First Name
The user's first name.
  • Last Name
The user's last name.
  • Email
The user's email address.

Manage Members in Organizations

For accounts with an enterprise license, members of organizations can be added or removed. From the Organizations page, click on the Manage Members ManageMembersIcon.png button next to the organization name to go to a list of all members of the organization. From here members can be added or removed. Be certain that a user accounts belong to at least one other organization before removing them from an organization. User accounts cannot be added to organizations if they do not belong to any organizations.


Related Topics