Adding users to your operation - Revision history

Admin: /* Step-by-step description */

2019-02-04T19:19:23Z

‎Step-by-step description

Admin: /* Step-by-step description */

2019-02-04T19:18:43Z

‎Step-by-step description

Admin: /* Step-by-step description */

2016-09-19T17:53:07Z

‎Step-by-step description

Admin: /* Background */

2016-09-19T17:49:28Z

‎Background

Admin: /* Step-by-step description */

2015-11-23T20:37:36Z

‎Step-by-step description

Admin: /* Step-by-step description */

2015-11-23T20:36:50Z

‎Step-by-step description

Admin: /* Step-by-step description */

2015-11-23T20:32:48Z

‎Step-by-step description

Admin: /* Step-by-step description */

2015-11-23T20:30:56Z

‎Step-by-step description

Admin: /* Step-by-step description */

2015-11-23T20:18:19Z

‎Step-by-step description

Admin: /* Background */

2015-11-23T20:16:25Z

‎Background

@@ Line 32: / Line 32: @@
 |-
 |class="StepNum" | 4.
-|[[File:AddUserPopupFindList.png|300px|thumb|right|Fig. 4: Popup window for adding a user with list of existing users. First user is highlighted.]] Enter the '''first name''' or '''last name''' or '''email address'''of the individual you would like to add to your operation into the text field and click on {{ButtonGrey|Find}}.  This will search the user database and return a list of existing users with the particular first or last name (Fig. 4).
+|[[File:AddUserPopupFindList.png|300px|thumb|right|Fig. 4: Popup window for adding a user with list of existing users. First user is highlighted.]] Enter the '''first name''' or '''last name''' or '''email address''' of the individual you would like to add to your operation into the text field and click on {{ButtonGrey|Find}}.  This will search the user database and return a list of existing users with the particular first or last name or email address (Fig. 4).
 |-
 |class="StepNum" | 5.

@@ Line 32: / Line 32: @@
 |-
 |class="StepNum" | 4.
-|[[File:AddUserPopupFindList.png|300px|thumb|right|Fig. 4: Popup window for adding a user with list of existing users. First user is highlighted.]] Enter the '''first name''' or '''last name''' of the individual you would like to add to your operation into the text field and click on {{ButtonGrey|Find}}.  This will search the user database and return a list of existing users with the particular first or last name (Fig. 4).
+|[[File:AddUserPopupFindList.png|300px|thumb|right|Fig. 4: Popup window for adding a user with list of existing users. First user is highlighted.]] Enter the '''first name''' or '''last name''' or '''email address'''of the individual you would like to add to your operation into the text field and click on {{ButtonGrey|Find}}.  This will search the user database and return a list of existing users with the particular first or last name (Fig. 4).
 |-
 |class="StepNum" | 5.

@@ Line 29: / Line 29: @@
 |-
 |class="StepNum" | 3.
-|[[File:AddUserPopupFindBlank.png|300px|thumb|right|Fig. 3: Popup window for adding a user to an operation]] To add a new user to your operation, click on [[File:ButtonAdd.png]] at the top left corner of the user table. This will open a new popup window (Fig. 3). This window allows you to add users that already exists in the CAA InfoEx user database or create new users and add them to your operation with the appropriate user levels.
+|[[File:AddUserPopupFindBlank.png|300px|thumb|right|Fig. 3: Popup window for adding a user to an operation]] To add a new user to your operation, click on [[File:ButtonAdd.png]] at the top left corner of the user table. This will open a new popup window (Fig. 3). This window allows you to add users that already exists in the InfoEx user database or create new users and add them to your operation with the appropriate user levels.
 |-
 |class="StepNum" | 4.
@@ Line 39: / Line 39: @@
 |-
 |class="StepNum" | 6.
-|[[File:AddUserPopupCreateNew.png|300px|thumb|right|Fig. 5: Popup window for creating a new user in the CAA InfoEx user database.]]If your search did not bring up the person you were looking, it means that this person does not have a personal InfoEx account in the CAA system yet. You can either
+|[[File:AddUserPopupCreateNew.png|300px|thumb|right|Fig. 5: Popup window for creating a new user in the InfoEx user database.]]If your search did not bring up the person you were looking, it means that this person does not have a personal InfoEx account yet. You can either
 * tell the person to create their own account (see [[Signing up for a personal InfoEx account]] for more information) and add them to your operation later, or
 * create an account for them yourself and add them to your operation right away

@@ Line 8: / Line 8: @@
 The InfoEx system has four types of users with increasing permission levels:
 * '''User''': Can enter observations and view InfoEx reports
-* '''Observation moderator''': Can submit observations to the InfoEx and execute workflows
+* '''Submission moderator''': Can submit observations to the InfoEx and execute workflows
-* '''Operation administrator''': Can modify location catalog, define InfoEx report templates and workflows, add and remove users from operation
+* '''Operation administrator''': Can modify location catalog, define operation level InfoEx report templates and workflows, add and remove users from operation
 * '''Super user''' (CAA only): Can administer the InfoEx and create new operations

@@ Line 48: / Line 48: @@
 {{Issue|You currently only get an error message when you try to create a new account with an email address that is already in use. You currently do not get an error message when there is another issue with an email address, such as a trailing space or other character that is not allowed. The application will add the user with a bad email address and the user will not receive email notification he has been added to your operation. If this happens, add the user again with the correct email address and ask InfoEx support staff at the CAA to delete the incorrect email address.|IssueNoImage||Dec. 22, 2013}}
 {{Note|Make sure that you are entering an accurate and active email address for the person as this email address will be the person's InfoEx username and their welcome email and all report emails will be sent to this email address|NoteNoImage}}
-{{Note|People you created new accounts for will receive an automatic email messages from the CAA user database providing them with their credentials and notifying them that they can access the InfoEx through your operation.}}
+{{Note|People you created new accounts for will receive an automatic welcome email message from InfoEx providing them with their credentials and notifying them that they can access the InfoEx through your operation.}}
 |}

@@ Line 46: / Line 46: @@
 |class="StepNum" | 7.
 |Enter the required information into the form (all fields are required), select the appropriate permission level from the dropdown list at the top of the popup window and click {{ButtonGrey|Add}} at the bottom right of the popup window. This will close the popup window and the new user will be added to the user table of your operation.
-{{Issue|You currently only get an error message when you try to create a new account with an email address that is already in use. You currently do not get an error message when there is another issue with an email address, such as a trailing space or other character that is not allowed. The application will add the user with a bad email address. If this happens, add the user again with the correct email address and ask InfoEx support staff at the CAA to delete the incorrect email address.|IssueNoImage||Dec. 22, 2013}}
+{{Issue|You currently only get an error message when you try to create a new account with an email address that is already in use. You currently do not get an error message when there is another issue with an email address, such as a trailing space or other character that is not allowed. The application will add the user with a bad email address and the user will not receive email notification he has been added to your operation. If this happens, add the user again with the correct email address and ask InfoEx support staff at the CAA to delete the incorrect email address.|IssueNoImage||Dec. 22, 2013}}
 {{Note|Make sure that you are entering an accurate and active email address for the person as this email address will be the person's InfoEx username and all report emails will be sent to this email address|NoteNoImage}}
 {{Note|People you created new accounts for will receive an automatic email messages from the CAA user database providing them with their credentials and notifying them that they can access the InfoEx through your operation.}}

@@ Line 35: / Line 35: @@
 |-
 |class="StepNum" | 5.
-|If you found the person you would like to add to your operation, select the person by clicking on it, which will change the color of a slight yellow (Fig. 4). Select the appropriate permission level from the dropdown list at the top of the popup window and click {{ButtonGrey|Add}} at the bottom right of the popup window. This will close the popup window and the new user will be added to the user table of our operation.
+|If you found the person you would like to add to your operation, select the person by clicking on it, which will highlight it in blue (Fig. 4). Select the appropriate permission level from the dropdown list at the top of the popup window and click {{ButtonGrey|Add}} at the bottom right of the popup window. This will close the popup window and the new user will be added to the user table of our operation.
-{{Note|People you added to your operation will receive an automatic email messages from the CAA user database notifying them they they have been added to your operation and that they can access the InfoEx for your operation with their existing credentials.}}
+{{Note|People you added to your operation will receive an automatic email message from InfoEx notifying them they they have been added to your operation and that they can access the InfoEx for your operation with their existing credentials.}}
 |-
 |class="StepNum" | 6.
@@ Line 45: / Line 45: @@
 |-
 |class="StepNum" | 7.
-|Enter the required information into the form (all fields are required), select the appropriate permission level from the dropdown list at the top of the popup window and click {{ButtonGrey|Add}} at the bottom right of the popup window. This will close the popup window and the new user will be added to the user table of our operation.
+|Enter the required information into the form (all fields are required), select the appropriate permission level from the dropdown list at the top of the popup window and click {{ButtonGrey|Add}} at the bottom right of the popup window. This will close the popup window and the new user will be added to the user table of your operation.
-{{Issue|You currently only get an error message when you try to create a new account with an email address that is already in use. You currently do not get an error message when there is another issues with an email address, such as a trailing space or other character that is not allowed. The application will simply appear to be doing nothing. If this happens, simply check the email address and ensure it is spelled correctly.|IssueNoImage||Dec. 22, 2013}}
+{{Issue|You currently only get an error message when you try to create a new account with an email address that is already in use. You currently do not get an error message when there is another issue with an email address, such as a trailing space or other character that is not allowed. The application will add the user with a bad email address. If this happens, add the user again with the correct email address and ask InfoEx support staff at the CAA to delete the incorrect email address.|IssueNoImage||Dec. 22, 2013}}
-{{Note|Make sure that you are entering an active email address for the person as this email address will be the person's InfoEx username and all correspondence, such as notifications and report emails will be sent to this email address|NoteNoImage}}
+{{Note|Make sure that you are entering an accurate and active email address for the person as this email address will be the person's InfoEx username and all report emails will be sent to this email address|NoteNoImage}}
 {{Note|People you created new accounts for will receive an automatic email messages from the CAA user database providing them with their credentials and notifying them that they can access the InfoEx through your operation.}}
 |}

@@ Line 19: / Line 19: @@
 |-
 |class="StepNum" | 1.
-|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select 'Manage Users' from the administration menu (cog wheel) in the top left corner of the screen (Fig. 1).
+|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select 'User Management' from the administration menu (cog wheel) (Fig. 1).
 |-
 |class="StepNum" | 2.