Charles edited this page Aug 11, 2017 · 5 revisions

How do I add new Users?

Users can be added by

  1. clicking on "Add New User" in the Admin ⚙ menu

  2. A list of all non-users will appear and you can select the individual you wish to make a user.

  3. Select the rights and then click "Save".

What are the different rights available?

The Rights are as follows:

  • Add Records: This right allows records to be entered.
  • Edit Records: This allows for records to be modified.
  • Delete Records: This allows for records to be deleted.
  • Manage Properties and Classifications: This allows for properties and classifications to be managed for the database.
  • Manage Groups and Roles: Groups can be added, edited, and deleted as well as roles edited with this option.
  • Manage Donations and Finances: Financial donations can be added, edited, and deleted with this option.
  • View, Add, and Edit Notes: Notes can be added, edited, and deleted with this option.
  • Edit Self: This allows editing of the user and family members only. This option allows users to maintain their own data, especially email addresses and phone numbers which change frequently.
  • Canvasser: This allows editing of canvass data and operation of the canvass automation features.
  • Admin: This option automatically selects all previous options.

How do I edit Users?

Users can be edited by clicking on "Edit Users" in the Admin ⚙ menu. A list of users will appear and you can select which individual you wish to edit.

  • "Reset" will reset the password for the next logon.

  • "Edit" allows the rights and style to be edited.

  • "Delete" removes user rights from the individual.

What is the default password assigned to new Users?

New users will receive an email containing their username and initial password.

The first time a new user logs in, they will be forced to change their password.

Password Change Behavior

  • Users are required to change their password at first login.
  • Users are required to change their password when it has been "reset" by an administrator.
  • Users are not required to change their password if it has been "set" by and administrator.
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