Users

 
Click on "Users" to view, search, edit, delete or create new users
 
Users
 
 
1

Search by text

1. Search by text
 
Start typing a text and click Enter. The system will show you the results matching with your query.
 
2

Filter options

2. Filter options
Click the drop down menu to display the filtering options. Select your filters and click on the "Search" button.
 
 
 
Click to clear the value and remove the filter.
 
3

Sort by field

 
3. Sort by field
 
You can click on any of the available fields in the columns, to order the results, ascending  or descending
 
Each user can also change the position of each column just using drag & drop.
 
4

Select / Unselect All

4. Select / Unselect All
 
Click on this checkbox to select or unselect all the elements of the list. When selected, the trash icon to delete all users will be enabled.
 
 
5

Select / Unselect users

5. Select / Unselect users
 
To select or unselect individual elements, click each checkbox. When some element is selected, the trash icon to delete them will be enabled.
 
 
 
6

Edit user

6. Edit user
 
To edit an existing user:
 
  • mouse over on the element and click the   icon;
 
 
 
  • or just one click on the selected row.
 
This will open the user metadata form, to edit the record.
 
 
 
To cancel the edit, click "Cancel". To save the changes and keep in the edit form, click "Save". To save the changes and go back to the previous list, click "Save & Go Back".
 
 
From this window, if the user is not managed by external authentication systems, the administrator could  reset the user's password. To do so, click on the text "Click here to reset the user's password". This will send an automatic email to the user with the instructions to complete the password reset. The user will receive a Reset code, that should be copied and pasted in the login page.
 
For more information on how to reset the password from the login page, go to Reset my password
 
The "Email Sender" plugin is required to use this feature. For more information, go to Plugins >> Email Sender
 
 
 
7

Delete user

7. Delete user
 
To delete a user:
 
  • Mouse over the element, and click on the icon
 
  • Select or multi-select them using the checkboxes and click on the top trash icon
 
 
 
This action will show the following dialog:
 
 
 
Click to delete the selected users, or to cancel the operation.
8

Create New User

8. Create New User
Click on this button to create a new user.
 
This will go to the metadata form, where you must introduce (at least) the mandatory fields:
 
  • Email. This will be used for all internal communications
  • Username. This will be used to login to the platform
  • First Name.
  • Last Name.
  • Profile. Select one profile using the drop down list. For more information , go to Profiles
  • Is active. Check or uncheck to activate or deactivate the user
 
 
 
To cancel the operation, click "Cancel". To save the changes and keep in the creation form, click "Save". To save the changes and go back to the previous list, click "Save & Go Back".
 
 
 
9

Breadcrumb

9. Breadcrumb
It shows the current page's location within a hierarchy of content to browse history and to provide the navigation tool.
 
10

Rows per page

10. Rows per page
Click on the drop down item to select the numbers of rows per page between the available options:
 
 
11

Next / Previous page

11. Next / Previous page
 
Click to go to the previous page or to go to the next page

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