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Users
Charles edited this page Aug 11, 2017
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Users can be added by
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clicking on "Add New User" in the Admin ⚙ menu
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A list of all non-users will appear and you can select the individual you wish to make a user.
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Select the rights and then click "Save".
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.
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.
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"Reset" will reset the password for the next logon.
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"Edit" allows the rights and style to be edited.
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"Delete" removes user rights from the individual.
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.
- 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.