Difference between revisions of "Adding users to your operation"

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|[[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 CAA InfoEx user database or create new users and add them to your operation with the appropriate user levels.
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|[[File:AddUserPopupFindList.png|300px|thumb|right|Fig. 4: Popup window for adding a user with list of existing users]] 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).
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Revision as of 17:45, 22 October 2013

REQUIREMENTS
Permission Operation Administrator or higher
Connectivity Online only

This page describes how to add a user to your operation.

Background

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
  • Operation administrator: Can modify location catalog, define InfoEx report templates and workflows, add and remove users from operation
  • Super user (CAA only): Can administer the InfoEx and create new operations

Operation Administrators or Super Users are the only user types that can add, edit or delete users from a subscriber operation. See Description of user levels for a detailed description of the functionality accessible to the different user levels.

Step-by-step description

1.
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).
2.
Fig. 2: User management screen of InfoEx application
This will get you to the user management section of the InfoEx application (Fig. 2). This section consists of a simple table that list all of the users associated with your operation. The columns of the table are:
  • email address/username
  • first name
  • last name
  • permission level
3.
Fig. 3: Popup window for adding a user to an operation
To add a new user to your operation, click on 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.
4.
Fig. 4: Popup window for adding a user with list of existing users
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 Find. This will search the user database and return a list of existing users with the particular first or last name (Fig. 4).

Related documents

Functionality tested by

  • Oct. 23: Pascal Haegeli / QA Server / Test Version 0.31.00[[Category:Version 0.31.00
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