Difference between revisions of "User Account Details"

Revision as of 10:02, 2 May 2017

Location in standard build: Settings button > User Access > Users > Click on the name of a user, or click "Create New User"

The User Account Details page is where you can change user permissions, as well as create new users in the first place.

What is a User?

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.

There are five tabs that hold information about the User.

General User Details

File:Cl UAD 1.png

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.

Referrals/Actions Settings

File:Cl UAD 2.png

The Referrals/Actions Settings tab holds information about how the Action List and Details Screen will display for this user.

System Access tab

File:Cl UAD 3.png

The System Access tab holds information about when the user can access the system, as well as some settings about specific features.

Project Access tab

File:Cl UAD 4.png

The Project Access tab gives control of whether this user will be able to see, and create referrals for, each Project.

Personal Tab Access

File:Cl UAD 5.png

The Personal Tab Access tab controls whether this user will be able to access Personal Details tabs for various types of Organisation/Person.

Rob Kay - manual author (talk) 11:02, 2 May 2017 (BST)