Difference between revisions of "Managing user accounts"

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# Click the '''Edit''' button next to an account in the account list. An edit page will appear allowing you to change that user's settings.[[image:manage_user_edit_user.jpg|left|frame|'''Edit user screen''']]<br clear="all" />
 
# Click the '''Edit''' button next to an account in the account list. An edit page will appear allowing you to change that user's settings.[[image:manage_user_edit_user.jpg|left|frame|'''Edit user screen''']]<br clear="all" />
 
# When all user modifications are complete, click the '''Update User''' button to save the changes.  Click the '''Cancel''' button if you wish to cancel the operations and return to the Manage User accounts screen.
 
# When all user modifications are complete, click the '''Update User''' button to save the changes.  Click the '''Cancel''' button if you wish to cancel the operations and return to the Manage User accounts screen.
 
+
<br />
 
:The following is a key to the fields present in the Edit Account page:
 
:The following is a key to the fields present in the Edit Account page:
<ol>
+
# ''Level'': The level of the user determines what they can do when they are logged into the system.
<li><i>Level</i>: The level of the user determines what they can do when they are logged into the system.
+
#* <u>Query Only</u>: The user may only look at specimens and racks currently entered into the system. This user classification cannot modify any data.
<ul>
+
#* <u>Normal User</u>: The user may add specimens and racks but may not edit locations, rack types, or other users' preferences.
<li><u>Query Only</u>: The user may only look at specimens and racks currently entered into the system. This user classification cannot modify any data.</li>
+
#* <u>Administrator</u>: The user has full access to all features available within tube.tracker&#174;.
<li><u>Normal User</u>: The user may add specimens and racks but may not edit locations, rack types, or other users' preferences.</li>
+
#* <u>Single Container</u>: This user has full access to a selected container.  This user can only perform operations on racks within the specified container.
<li><u>Administrator</u>: The user has full access to all features available within tube.tracker&#174;.</li>
+
# ''Login'': This is the username for the current account. This field cannot be modified.
<li><u>Single Container</u>: This user has full access to a selected container.  This user can only perform operations on racks within the specified container.</li>
+
# ''Password'': Password for the current account.
</ul>
+
# ''First Name'': Optional field containing the user's first name.
</li>
+
# ''Last Name'': Optional field containing the user's last name.
<li><i>Login</i>: This is the username for the current account. This field cannot be modified.</li>
+
# ''Department'': Optional field where the user's department description can be stored.
<li><i>Password</i>: Password for the current account.</li>
+
# ''Default Container'': This setting reflects what container will be pre-selected when this user adds a new rack to the system. In the case of a Single Container user, this is the only container with which the user is allowed to view and add racks.
<li><i>First Name</i>: Optional field containing the user's first name.</li>
+
# ''Default rack type'': This setting reflects what rack type will be pre-selected when this user adds a new rack to the system.
<li><i>Last Name</i>: Optional field containing the user's last name.</li>
+
# ''Default expire date'': This is the default expire date for new racks added by this user.  This setting is usually overridden by the expire date for the container in which the new rack is added.
<li><i>Department</i>: Optional field where the user's department description can be stored.</li>
+
# ''Show expired racks by default'': This setting reflects the default view seen when entering the Rack Management screen.  If this setting is checked, the default view will show only expired racks.
<li><i>Default Container</i>: This setting reflects what container will be pre-selected when this user adds a new rack to the system. In the case of a Single Container user, this is the only container with which the user is allowed to view and add racks.</li>
+
# ''Force container selection'': When this setting is checked, this user will have to manually select the destination container for any new racks.
<li><i>Default rack type</i>: This setting reflects what rack type will be pre-selected when this user adds a new rack to the system.</li>
+
# ''User container capacity'': This user account will be limited to adding new racks to containers that are not at or above capacity. Note: the container capacity must be set to a number greater than or equal to one day for this feature to be enabled.
<li><i>Default expire date</i>: This is the default expire date for new racks added by this user.  This setting is usually overridden by the expire date for the container in which the new rack is added.</li>
 
<li><i>Show expired racks by default</i>: This setting reflects the default view seen when entering the Rack Management screen.  If this setting is checked, the default view will show only expired racks.</li>
 
<li><i>Force container selection</i>: When this setting is checked, this user will have to manually select the destination container for any new racks.</li>
 
<li><i>User container capacity</i>: This user account will be limited to adding new racks to containers that are not at or above capacity. Note: the container capacity must be set to a number greater than or equal to one day for this feature to be enabled.</li>
 
</ol>
 
</li>
 
</ol>
 
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 20:15, 19 December 2007

As an administrator, you have the ability to edit users' settings. For example, you can change the default container they add racks to, or reset their password.

  1. To work with user settings, click Users under the Maintenance heading in the left-hand menu. A list of users and their current statuses will be displayed. From this screen you may Add a New Account, Delete an Account, or Edit an Existing Account.
    Manage users menu

Adding a New Account

  1. At the bottom of the Accounts page you will see the words Add New Account, followed by fields for the Level, Login, Password, First Name, Last Name, and Department.
    Create new user account

  2. Fill out these fields corresponding to the user you wish to add and press the Add New button.
    1. Level: The level of the user determines what they can do when they are logged in to the system.
      • Query Only means that the user may only look at specimens and racks currently in the system; they may not change them.
      • Normal User may add specimens and racks, but may not edit locations, rack types, or user preferences.
      • Administrator has full access to the tube.tracker® system.
      • Single Container has full access to a selected container. This user can only perform operations on racks within a specified container.
    2. Login: This is the username the user will log in to tube.tracker® with. This and the password must be kept on record for the user to log in.
    3. First Name: First name of the user
    4. Last Name: Last name of the user
    5. Department: Department in which this user works.
  3. Once you have made these choices click the Add New User button. The Accounts page will refresh and the new user will be displayed below the appropriate category.
    Manage users accounts listing

Deleting an Account

  1. On the Accounts page, find the user account you wish to delete and click the Delete button next to their name.
  2. A confirm page will be shown making sure you want to delete this user. Make sure this is the user account you want to delete and click the Yes button. This account will be deleted, and it will no longer be possible to log in with their user name and password. Click the No button if you do not wish to delete this user account.
    Delete user account confirmation screen

Editing an Existing Account

  1. Click the Edit button next to an account in the account list. An edit page will appear allowing you to change that user's settings.
    Edit user screen

  2. When all user modifications are complete, click the Update User button to save the changes. Click the Cancel button if you wish to cancel the operations and return to the Manage User accounts screen.


The following is a key to the fields present in the Edit Account page:
  1. Level: The level of the user determines what they can do when they are logged into the system.
    • Query Only: The user may only look at specimens and racks currently entered into the system. This user classification cannot modify any data.
    • Normal User: The user may add specimens and racks but may not edit locations, rack types, or other users' preferences.
    • Administrator: The user has full access to all features available within tube.tracker®.
    • Single Container: This user has full access to a selected container. This user can only perform operations on racks within the specified container.
  2. Login: This is the username for the current account. This field cannot be modified.
  3. Password: Password for the current account.
  4. First Name: Optional field containing the user's first name.
  5. Last Name: Optional field containing the user's last name.
  6. Department: Optional field where the user's department description can be stored.
  7. Default Container: This setting reflects what container will be pre-selected when this user adds a new rack to the system. In the case of a Single Container user, this is the only container with which the user is allowed to view and add racks.
  8. Default rack type: This setting reflects what rack type will be pre-selected when this user adds a new rack to the system.
  9. Default expire date: This is the default expire date for new racks added by this user. This setting is usually overridden by the expire date for the container in which the new rack is added.
  10. Show expired racks by default: This setting reflects the default view seen when entering the Rack Management screen. If this setting is checked, the default view will show only expired racks.
  11. Force container selection: When this setting is checked, this user will have to manually select the destination container for any new racks.
  12. User container capacity: This user account will be limited to adding new racks to containers that are not at or above capacity. Note: the container capacity must be set to a number greater than or equal to one day for this feature to be enabled.

Back to the Online Documentation