Difference between revisions of "User Account Details"

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#REDIRECT [[Users]]
 
 
''Location in standard build:'' '''''Administration > Security > 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.
 
 
 
 
 
==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|border]]
 
 
 
 
 
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|border]]
 
 
 
 
 
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|border]]
 
 
 
 
 
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|border]]
 
 
 
 
 
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|border]]
 
 
 
 
 
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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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:02, 2 May 2017 (BST)
 
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[[Category:Configuration]]
 

Latest revision as of 10:40, 28 November 2019

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