User's Manual |
Users
Short Description
Users are a crucial part of managing your Aplinx system as they can be used to determine access rights to virtually everything. Whether this access is to edit or view objects, add new objects or even add more users to your system your site first needs a user in the system. It simply cannot exist without one.
When you log into the Aplinx system, you utilise a unique username which represents who you are logging in as. This username determines which group or groups you are part of, what areas you have access to view and/or modify and how much access you have to the Aplinx system.
In general, the user itself usually does not have any specific permissions, but instead may be part of a group which does. Alternatively, a user may be created with their single purpose being to recieve a newsletter (Broadcast Email) from your system. No permissions, password or active status need to be set.
See also:
How to
Accessing the User Manager
To use the Users Manager you must be logged in with the administrator toolbar visible across the top of your screen. Select the button and then 'Users' from the drop down menu on the left of your screen.
The Users Manager will look similar to the one below, showing each of the users currently registered with your system.
The Manager Options menu appears on the left side of the screen.
Up to ten users may appear on each page of the Manager. When more than ten exist in a folder the top of the Manager will change. Forward and back arrows allow movement through the pages. The drop down list shows the ID numbers for the objects on each page.
Adding or Editing Users
Users may be added by selecting 'Add User' or 'Upload Users' from the Manager Options Menu on the User Manager page.
When adding via 'Add User'
This method is used to add individual users, one at a time. Selecting this from the Manager Options Menu will load a screen similar to the one shown in the image to the right. You will need to add details for the new user in each of the text fields provided.
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Username |
The username is the identifying name given to a user. If they are to log into your Aplinx system, this is the same identifying name they would enter into the login text box. |
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New Password |
All users that are required to log into your Aplinx system need a password. When adding a new user please ensure that their username and password are kept secure. |
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Confirm New Password |
Creating a new password may only be done if both entries into the 'New Password' and the 'Confirm New Password' text boxes of this form match. This is a security feature to ensure you do not alter a password to an incorrect value. Please manually type into the text field to confirm a mistake hasn't been made in either password section of this form. |
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Status |
The default status for new users is 'Not Active'. Users with this status may not log into the Aplinx system or member's areas of your website. Changing the status to 'Active' allows those users with valid details to access areas of your system for which they have been given permission. If a user has been created to recieve emails, but not to view secure areas of your Aplinx system that require logging in, their status may remain set to 'Not Active'. |
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First Name & Surname |
Enter the first and surname of the user in these text boxes. The first and surname of a user will be recorded in the metadata for any object created or altered by them. These details may also be used to assist in identifying users with unusual usernames. |
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A valid email must be entered for all users. Primarilly this is used as a method of contact. |
Select 'Save' to add a user to the User Manager.
When adding via 'Upload Users'
When you need to add multiple users to your system at once - and have an appropriate CSV file containing the relevant information - select the 'Upload Users' button from the Manager options Menu. A new screen will load:
Select the 'Browse...' button to locate the CSV file on your computer. Once the file's path has been entered into the textbox, click 'Upload'. If the details in the CSV file have been entered correctly, the users details contained within it should be added to the database and will then appear in the Users Manager. Each new user will be given a unique ID number.
Editing Users Details
Editing may be enabled by selecting the radio button next to a user's ID number and then clicking 'Edit' in the Manager Options Menu on the left of the screen. The users details screen will load - similar to when creating a new individual user. If no changes are required (especially to the Password field) do not enter any new details. The password field should appear blank for all users details. Saved passwords that have been forgotton should be reset here and cannot be retrieved in this manner if they have been forgotton by a user.
Editing Users Group/s
The user can be added to specific Groups once their account has been created. To do this, in the User Manager, select the radio button next to the ID number of the user you wish to allocate to a group or groups. Next, select 'Groups' from the Manager Options Menu on the left of the screen. This will load a screen showing all groups currently available within your Aplinx system. If you have not added any groups, this list will be empty. Groups in which the user is already a member can be identified by a tick. You can alter the groups that a user is a member of, by ticking or unticking the respective checkboxes.
Select the 'Save' button to confirm changes to the user's group status..
Delete a User
To delete a user, select the radio button next to that user's ID number and click 'Delete' from the Manager Options Menu on the left of the screen. Once you have done this, a dialogue will appear asking you to confirm the action you just requested, attempting to avoid accidental deletion. Core system accounts, such as the admin user, can not be deleted.
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