User Management

USER MANAGEMENT

Introduction:
User management is a page where a manager or user can active or inactive other users that are part of his company/signatories.
This page holds the information about all users belonging to one company/signatories.

The user management link will appear on the top navigation .

Note: If login as a user not as a manager:
There will be config ACTIVEUSERMANAGEMT if that is set to YES then only the user can see the USER MANAGEMENT link if it is set to NO,the link will not be visible.

On the user management page, the link will be HOME and it redirects to the survey page.

This screen allows one user to change the status of another user of that company/signatory. It has a toggle button by which a user can make another user’s status active or inactive.

1. Show entries: this option allows you to show a number of entries per page like 10,25,50,100.
2. Search: Search existing users by name or email.
3. Previous Next: Selecting this button will change the page for entries.
4. Show Total entries: This option will show page-wise entries and the total number of entries.
5. Active/Inactive toggle: This option allows a manager or a user to activate or deactivate other users.
6. Add new user: This option allows as manager or a user to add a new user.

Enable and Disable the Users

Manager and User can Active and Deactivate the other users.To Deactivate the user , user or manager will click on toggle button. A popup will be visible in that popup the message will ask the question Are you sure to Deactivate?

It has three button Save,Cancle and close(X).

1. Save : To deactivate a user, it is essential to enter a reason and click on save button.After adding the reason and click on save button.The email will go to that user with saved reason.
2. Cancel : It will cancel the process.And reset the toggle with Active.
3. Close : It will hide the pop up and process will be cancelled.

To activate the Inactive User/Manager click on toggle. On Activation email will go to that user on a registered email address with the message ‘’You are Activated’’ with a temporary password.

Add new user

A user or manager can add a new user directly from user management page by clicking on ADD NEW USER button.

After click on ADD NEW USER a pop up will appear:

1. First name : It is a mandatory field. The user or manager need to enter first name of user which is to be added.
2. Second name : It is a not a mandatory field. The User or manager can enter last name of user which is to be added.
3. Email Id : Email id is a mandatory field. For login a user can also use this email id.
4. Confirm button : On clicking on confirm button, a mail will be sent to the given email address with a temprorary password. Which allow a new user to login, also user can change password.
5. Cancel : it will cancel the process of adding a new user.
6. Close button : The pop up will disappear and it will cancel all process of adding a new user.

User should enter the first name and email id to add a new user otherwise it will give validation message like below

After entering all the valid credentials, click on the Confirm button and it will add the user to that participant. It will get a message as user added successfully after adding the user to that participant

After adding a user successfully that user will get a email with temporary password so that user can login as user and change password by their own