Users

RULE TO REMEMBER: Only the program director and APPIC can manage roles and permissions, and only they have write access to the system's Users page.

Purpose

High-level users -- a training director or APPIC   --  create users, assign roles and permissions, and disable user access on this page.

View users

Users appear in a sortable list. Sort the list by clicking on the headings.

Add a new user*

*for users with write permissions only

• Click  Add User. The Add User box appears at the bottom of the page.
• If the box says User Information: [User's Name] and displays previously entered information, click Cancel or the Users tab on the top navigation bar.
• Add the new user's information in the text-input areas.

NOTE: The email address will be the user name.

• Enter a password that is at least 6 characters long.

TIP: Since the user will most likely change the password, consider using the same password for all new users -- for example, 2013login.

• Assign a role.
• Select permissions.
• Click Save.

Show user information*

*for users with write permissions only

• Click on a user's name. The box title at the bottom of the page changes from Add User to User Information: [User's Name], and the staff member's information appears.

Edit user information*

*for users with write permissions only

• Show the user whose information you want to edit. (Directions above) The User Information box will open for editing.
• Enter your changes.
• Click the Save button.

Disable (delete) user*

*for users with write permissions only

NOTE: When individuals are no longer active in the accreditation process, they are NOT deleted, because the system needs to keep an historical record of their input and activity in the system. Instead, users are simply disabled. Disabled users will continue to appear on this tab, but will not be able to log-in to the program. This is the closest you can come to deletion.

• Go to the last column (Status) of the user tables.
• Click the Disabled radio button to inactivate a user. The user will no longer be able to log in.

Enable user*

*for users with write permissions only

• Go to the last column (Status) of the user tables.
• Click the Enabled radio button to activate a user. The previously disabled user will be able to log in.

Error message on email

Since your user name and email are the same, the system has a built-in mechanism to block duplicates.

There are times when you may want to override this mechanism.

• You have users who need access to multiple programs
• To your knowledge, the email should not be in the system but you are getting an error message.

Contact APPIC if you see this error message.