Users	Help Home Page

Users can be created, deleted, edited and assigned to user groups with specific privileges. Only users with the relevant administrative options can access this page.

List of users

View a list of users, and manage individual users (figure 1).

Figure 1: Example of User List in User module.

Records are split up into pages. Click a page number link to view another page of records. The number of the current page is highlighted in bold red text.

If there are a lot of pages, numbers will appear in a list that can be scrolled.

To change the number of records shown at a time, select a different number from the drop-down list at the top of the page.

To delete a record, click the "delete" link next to the record. A popup message will appear asking to confirm deletion. Press "OK", and the record's status will change to "deleted".

Checking the "Show Deleted, Suspended, Pending" checkbox will cause the list of records to include these records along with those currently open. Leaving the checkbox blank will cause the list only to show records currently open.

Editing Users

Click "Add" to add a new user, or click an existing user record to view/edit it (figure 2).

Figure 2: Example Edit User window in User's module.

At a minimum a user must have a password and username, but all other fields are optional.

The user's password must be entered twice. In this page, it is possible to create a password that is less than six characters long and that may be the same as the user's previous password or the same as their username. Note: This is not the user specific change password page.

Email and SMS alerts:

Allow users to be informed about tasks of theirs that have become due/overdue within the system.

User Type:

• Officers
  • "Organisation post" is available to users who have been added as Officers. It is a list of all the vacant posts within the organisation. Select a post to assign a user to that post.
• Members
  • Members can be a member of a user group, as created in the Access Levels module.

Reporting Group Membership:

If the organisation has no reporting groups set up this list would be empty. Otherwise, users can be linked to all the relevant groups in the list and recieve access to those group's reports. In this example, if user bauger logged into the system they would see 'Housing' under the group report list in the report tab. See for All Group Report for an example of a group report.

Organization Post:

Select the post the user is to assigned to (figure 2). Only vacant posts show on the dropdown list. A user can only be associated with one post and when that association is made that post will not appear in the organisation post dropdown. See adding a post in organisation help for information on setting up posts.

Group:

Select the user group from this dropdown list. The Escendency system defaults are Administrator, Manager and User but these can be edited to, deleted, or added to in the Access Levels module.

Status:

Select open if the user is active in the system.

Employee No.:

This would be a number defined by the organisation.

Last/Next Appraisal Date:

Entering a date (dd-mon-yyyy) for next appraisal will result in the user's line manager receiving notification on that date in their task list that a user appraisal task is due.

Comments:

Expand the + icon to display a text field to add relative comments

Control Panels:

Check the control panel tabs that the user will see in their system homepage.