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| − | [[File:helpheader_small.png|right]] | + | #REDIRECT [[Users]] |
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| − | ''Location in standard build:'' '''''Settings button > User Access > [[List of User Details|Users]] >''''' ''Click on the name of a user, or click "Create New User"''
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| − | The User Account Details page is where you can change user permissions, as well as create new users in the first place.
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| − | ==What is a User?==
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| − | A User is someone can log in to your Charitylog system. A User is '''not''' a different Type of Organisation/Person (like Client, Professional). Generally, anyone with a User account (able to log in to the system) would also have a linked Organisation/Person record (where you would store their details), but this is not strictly necessary. You can have a user account without a linked Organisation/Person record, but this is not common - some features will not work, for example, you will not be able to assign Actions to anyone who doesn't have Staff or Volunteer record as well as a user account.
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| − | There are five tabs that hold information about the User.
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| − | ===General User Details===
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| − | [[File:cl_UAD_1.png|border]]
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| − | The General User Details tab holds basic information about the user, such as username/password settings, which Group they are in, and whether they are Active or not.
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| − | ===Referrals/Actions Settings===
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| − | [[File:cl_UAD_2.png|border]]
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| − | The Referrals/Actions Settings tab holds information about how the [[Action List]] and [[Details Screen]] will display for this user.
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| − | ===System Access tab===
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| − | [[File:cl_UAD_3.png|border]]
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| − | The System Access tab holds information about when the user can access the system, as well as some settings about specific features.
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| − | ===Project Access tab===
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| − | [[File:cl_UAD_4.png|border]]
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| − | The Project Access tab gives control of whether this user will be able to see, and create referrals for, each Project.
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| − | ===Personal Tab Access===
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| − | [[File:cl_UAD_5.png|border]]
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| − | The Personal Tab Access tab controls whether this user will be able to access Personal Details tabs for various types of Organisation/Person.
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| − | ----
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| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:02, 2 May 2017 (BST)
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| − | [[File:helpheader_small.png|right]]
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| − | [[Category:Configuration]]
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