Difference between revisions of "User Account Details"
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | ''Location in standard build:'' ''''' | + | ''Location in standard build:'' '''''Settings Cog > User Settings > Users''''' |
The User Account Details page is where you can change user permissions, as well as create new users in the first place. | 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?== | ==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). | + | A User is someone can log in to your Charitylog system. A User is '''not''' a different Type of Organisation/Person (like Client, Professional). |
| + | Anyone with a user account should however have a linked organisation/person record. This can be of any active organisation type, but common ones used are staff, volunteers or support workers. These records can be more than one type, so a user could be both a staff member and a volunteer. | ||
| + | Some older user accounts may have an account that is not linked to an organisation/person record. In this case 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. This can be amended by going to the user details, where there will be the option to link the user to an existing record or create a new one. | ||
There are five tabs that hold information about the User. | There are five tabs that hold information about the User. | ||
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| − | === | + | ===Website Access tab=== |
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| − | The | + | The Website Access tab is used to control when the user can access the system. |
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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. | + | The Project Access tab gives control of whether this user will be able to see, and create referrals for, each Project. There is also the option to hide each project in the history tab. |
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| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:02, | + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:02, 12 December 2017 (BST) |
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
[[Category:Configuration]] | [[Category:Configuration]] | ||
Revision as of 16:54, 12 December 2017
Location in standard build: Settings Cog > User Settings > Users
The User Account Details page is where you can change user permissions, as well as create new users in the first place.
Contents
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). Anyone with a user account should however have a linked organisation/person record. This can be of any active organisation type, but common ones used are staff, volunteers or support workers. These records can be more than one type, so a user could be both a staff member and a volunteer. Some older user accounts may have an account that is not linked to an organisation/person record. In this case 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. This can be amended by going to the user details, where there will be the option to link the user to an existing record or create a new one.
There are five tabs that hold information about the User.
General User Details
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
The Referrals/Actions Settings tab holds information about how the Action List and Details Screen will display for this user.
Website Access tab
The Website Access tab is used to control when the user can access the system.
Project Access tab
The Project Access tab gives control of whether this user will be able to see, and create referrals for, each Project. There is also the option to hide each project in the history tab.
Personal Tab Access
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, 12 December 2017 (BST)
