The Users interface will provide the ability to add and edit users of the application. This tool can be accessed by clicking on the Administration icon on the Utility Bar. Only users with the System Administrator security will have this option available.
When "Users" is selected in the Administration picklist, its interface will appear on the screen. The image below shows the Users interface after a row is selected in the table. When the user first enters this interface, only the left side (table) will be populated.
On the left side, the user can view a table listing each User in the system. The three radio buttons above the table allow the user to easily filter the table to display All, Active, or Inactive Users. These columns appear on the table, regardless of the displayed Users:
| Field | Description |
| Last Name | This is the last name of the user. |
| First Name | This is the first name of the user. |
| Username | This is the username of the user which is used to authenticate the user within the system. |
| Divisions | This is the Division in which the user is located. |
| Role | These are the permissions the user can access. |
| Status | This showcases whether the User is Active (checkmark) or Inactive (no checkmark) within the application. |
To view more information about a user, the desired row in the table can be clicked. Then, the Detail window on the righthand side will be filled with its information. This area will include the user's name and an "Edit User" button in the header, and these fields below:
| Field | Description |
| Username | This field displays the username of the user; it must match the user’s login information for authentication. |
| First Name | This field shows the first name of the user. |
| Last Name | This field shows the last name of the user. |
| Email Address | This field displays the user’s email address. The entered value will be used for all system notifications. |
| Phone Number | This field displays a 10-digit numerical phone number. |
| Title | This field displays the Title for the user who should be contacted about the project. |
| Office/Organization | This field displays the organization of the user who should be contacted about the project. |
| User Roles | This field displays the User Role(s) for the user. A user must have at least one role assigned to have edit capabilities within the system. |
| Divisions | This fields displays the Division in which the user is located. |
| Status | This field shows if the user is Active or Inactive. Only Active users will be selectable in picklists throughout the application. The permissions for Inactive users will also be ignored by the application. |
Edit Users
To edit a user, the user can select a Program in the table, click "Edit User" in its Detail window, and edit it based on the field type:
- Textbox - type new values
- Picklist - select new values
Once a change is made, the "Save Changes" button will appear to allow the user to save the new values. Alternatively, the user can revert the changes to their original values through the available "Cancel" button.
Add User
The "Add User" button above the Users table can be used to create a new User. After selecting this button, the fields in the Detail window will be set to empty, so the user can enter information about the new user. All fields are editable when creating a user. Once the user has at least filled all required fields (*), they can select "Save Changes" to create the user and place them in the table.
User Permissions
There are three types of users within CIP:
| User Type | Description |
|---|---|
| System Administrators | These users have full access to all modules. |
| CIP Users | This user type consists of Division users with access to only their division’s information. |
| Guest Users | These users have no editing capabilities within the application, have view-only access across all pages, and have access to the Export tool. |
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