User Management
This portlet allows administrators to create, edit and delete usernames, control permissions by assigning different user roles to them, and to associate a Person record against an Username - this will be the person selected as Host by default when this user accesses the Quick Register page.
Read more about user roles and permission control on User Role Management section.
To access User Management portlet, go to Menu > Admin > User Management.
All existing users are shown on grid ordered by Username, along with information about the user role associated, date/time when the record was last updated (Last Change Date Time) and by who.
Add a new user
1. On User Management portlet, click Add;
2. Add User popup shows; type in the Username (to be used on Login) and select a User Role Name. Optionally, you may inform the Person on tdsvisitor to be associated to this Username.
3. Click Save to commit the inclusion.
4. The new Username shall display on the grid. If you are trying to add a Username that already exists, the Edit User form will show after you click Save instead.
Edit user details
1. Click the Edit these details icon in the Action column;
2. Edit User form will retrieve the user details, and all data can be modified except for the Username.
3. After changing the information, click Save to update.
Delete user
1. Click the Bin icon Delete this user in the Action column;
2. A confirmation dialog will appear. Click Yes to confirm the operation, or No to abort it.
3. Once deleted, the user disappears from User Management portlet and cannot be used to Login on tdsvisitor anymore.