Difference between revisions of "Managing user accounts"

From Tubetracker
Jump to: navigation, search
(New page: 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. <ol> <li>To work with user...)
 
(→‎Adding a New Account)
 
(19 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
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.
+
:Administrators have the ability to edit user settings. For example, the default container a user adds racks to or a password can be changed.
−
<ol>
+
 
−
<li>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.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/manage_user_menu.jpg" alt="Manage users menu" title="Manage users menu"></li>
+
 
−
</ol>
+
== Opening the User Maintenance Screen ==
−
---+++ Adding a New Account
+
 
−
<ol>
+
# Click '''Users''' in the Navigation Menu under '''Maintenance'''.[[image:manage_user_menu.jpg|none|frame|'''Navigation Menu<br/>Maintenance > Users''']]<br clear="all" />
−
<li>At the bottom of the Accounts page you will see the words <b>Add New Account</b>, followed by fields for the Level, Login, Password, First Name, Last Name, and Department.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/manage_user_new_account_form.jpg" alt="Create new user account" title="Create new user account"></li>
+
# The User Maintenance Screen will appear displaying a list of users and each user's current status.  From this screen, user accounts can be added, deleted, and edited.[[image:manage_user_account_listing.jpg|none|frame|'''User Maintenance Screen''']]<br clear="all" />
−
<li>Fill out these fields corresponding to the user you wish to add and press the Add New button.
+
 
−
<ol>
+
 
−
<li><i>Level</i>: The level of the user determines what they can do when they are logged in to the system.
+
== Adding a New Account ==
−
<ul>
+
 
−
<li><u>Query Only</u> means that the user may only look at specimens and racks currently in the system; they may not change them.</li>
+
# Locate the '''Add New Account''' section at the bottom of the User Maintenance Screen.[[image:manage_user_new_account_form.jpg|none|frame|'''Add New Account Section''']]<br clear="all" />
−
<li><u>Normal User</u> may add specimens and racks, but may not edit locations, rack types, or user preferences.</li>
+
# Enter the information for the new account into the corresponding areas as described below:
−
<li><u>Administrator</u> has full access to the tube.tracker&#174; system.</li>
+
## '''Level''': The set of rights available to a user.
−
<li><u>Single Container</u> has full access to a selected container.  This user can only perform operations on racks within a specified container.</li>
+
##* ''Administrator'' has full access to the tube.tracker system including the ability to change settings.
−
</ul>
+
##* ''Normal User'' may add specimens and racks, but may not edit containers, rack types, or user preferences.
−
</li>
+
##* ''Query Only'' may view specimens and racks currently in the system; changing specimens and racks is prohibited.
−
<li><i>Login</i>: This is the username the user will log in to tube.tracker&#174; with. This and the password must be kept on record for the user to log in.</li>
+
##* ''Single Container'' has Normal User level rights but only to a selected container.
−
<li><i>First Name</i>: First name of the user</li>
+
<!-- ##* ''Multi Container'' has Normal User level rights but only to a selected list of containers.-->
−
<li><i>Last Name</i>: Last name of the user</li>
+
## '''Login''': The user name with which the user will log in.
−
<li><i>Department</i>: Department in which this user works.</li>
+
## '''Password''': The password with which the user will log in. The login and the password must be kept on record for the user to log in. There is default minimum tube.tracker password length of 2 characters.
−
</ol>
+
## '''First Name''': First name of the user.
−
</li>
+
## '''Last Name''': Last name of the user.
−
<li>Once you have made these choices click the <b>Add New User</b> button. The Accounts page will refresh and the new user will be displayed below the appropriate category.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/manage_user_account_listing.jpg" alt="Manage users accounts listing" title="Manage users accounts listing"></li>
+
## '''Department''': Department in which this user works.
−
</ol>
+
# Click the '''Add New User''' button to create the new user as specified. The User Maintenance Screen will refresh and the new user will be displayed under the appropriate user level category.[[image:manage_user_account_listing.jpg|none|frame|'''User Maintenance Screen<br/>Account Listings''']]<br clear="all" />
−
---+++ Deleting an Account
+
 
−
<ol>
+
== Deleting an Account ==
−
<li>On the Accounts page, find the user account you wish to delete and click the <b>Delete</b> button next to their name.</li>
+
 
−
<li>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 <b>Yes</b> button. This account will be deleted, and it will no longer be possible to log in with their user name and password. Click the <b>No</b> button if you do not wish to delete this user account.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/manage_user_delete_confirmation.jpg" alt="Delete user account confirmation screen" title="Delete user account confirmation screen"></li>
+
# Locate the user account to be deleted in the User Maintenance Screen.[[image:manage_user_account_listing.jpg|none|frame|'''User Maintenance<br/>Account Listings''']]<br clear="all" />
−
</ol>
+
# Click the '''Delete''' button corresponding to the user.
−
---+++ Editing an Existing Account
+
# The User Deletion Confirmation Screen will appear.[[image:manage_user_delete_confirmation.jpg|none|frame|'''Delete user account confirmation screen''']]<br clear="all" />
−
<ol>
+
# Ensure that the name displayed is the name of the account to be deleted.
−
<li>Click the <b>Edit</b> button next to an account in the account list. An edit page will appear allowing you to change that user's settings.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/manage_user_edit_user.jpg" alt="Edit user screen" title="Edit user screen"></li>
+
# Click the '''Yes''' button to delete the account.  Click the '''No''' button to returns to the User Maintenance Screen. When a user account is deleted, it will no longer be possible to log in with that user name.
−
<li>When all user modifications are complete, click the <b>Update User</b> button to save the changes. Click the <b>Cancel</b> button if you wish to cancel the operations and return to the Manage User accounts screen.<br>
+
 
−
<div style="margin-top: 10px;">The following is a key to the fields present in the Edit Account page:</div>
+
 
−
<ol>
+
== Editing an Existing Account ==
−
<li><i>Level</i>: The level of the user determines what they can do when they are logged into the system.
+
 
−
<ul>
+
# Locate the user account to be edited in the User Maintenance Screen
−
<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>
+
# Click the '''Edit''' button corresponding to the user account
−
<li><u>Normal User</u>: The user may add specimens and racks but may not edit locations, rack types, or other users' preferences.</li>
+
# The '''Login Account Editing Screen''' will appear. [[image:manage_user_edit_user.jpg|none|frame|'''Login Account Editing Screen''']]<br clear="all" />
−
<li><u>Administrator</u>: The user has full access to all features available within tube.tracker&#174;.</li>
+
# The Login Account Editing Screen has two sections:
−
<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>
+
## Account Password Management
−
</ul>
+
##* '''Password''': The current password for the user will be displayed.  Change the password by changing what appears in this box. Password rules will be ignored if they are enabled for the institution. There is default minimum tube.tracker password length of 2 characters.
−
</li>
+
##* '''Expire Date''': The date that the user's password will expire at which time it will need to be changed. Leave the field blank if no expiration date is desired for the account.
−
<li><i>Login</i>: This is the username for the current account. This field cannot be modified.</li>
+
##* '''Change on next login''': Click the check box to force the user to change their password at the next login.
−
<li><i>Password</i>: Password for the current account.</li>
+
## Basic Account Information
−
<li><i>First Name</i>: Optional field containing the user's first name.</li>
+
##* '''Level''': The set of rights available to a user. Refer to [[Managing_user_accounts#Adding a New Account|Adding a New Account]] section for more information on user levels.
−
<li><i>Last Name</i>: Optional field containing the user's last name.</li>
+
##* '''Login''': The user name with which the user will log in.
−
<li><i>Department</i>: Optional field where the user's department description can be stored.</li>
+
##* '''First Name''': First name of the user.
−
<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>
+
##* '''Last Name''': Last name of the user.
−
<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>
+
##* '''Department''': Department in which this user works.
−
<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>
+
##* '''Default Container''': The container which will be pre-selected when a new rack is added to the system. In the case of a Single Container user, this is the only container in which the user will be allowed to view and add racks.
−
<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>
+
##* '''Default rack type''': The rack type which will be pre-selected when a new rack is added to the system.
−
<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>
+
##* '''Default expire date''': The number of days after which a rack added by this user will expire.  This setting is usually overridden by the expire date for the container in which the new rack is added.
−
<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>
+
##* '''Show expired racks by default''': The default view when entering the Rack Maintenance Screen.  When this box is checked, the default view will show only expired racks.
−
</ol>
+
##* '''Force container selection''': The user will manually select the destination container for any new racks.
−
</li>
+
##* '''Use container capacity''': This user account will be limited to adding new racks to containers that are not at or above capacity. The container capacity must be set to a number greater than or equal to one for this feature to be enabled.
−
</ol>
+
##* '''Force open rack notes''': Will force open the notes area when adding new racks.
 +
##* '''Force open specimen notes''': Will force open the notes area when adding new specimens.
 +
##* '''Can view options screen''': Determines whether or not user can access the options screen.
 +
##* '''Show Missing Specimens On Home''': Will display a list of Missing Specimens on the Welcome Screen.
 +
##* '''Can unlock racks''': Allows the user account to administratively unlock racks.
 +
 
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Latest revision as of 18:22, 4 February 2014

Administrators have the ability to edit user settings. For example, the default container a user adds racks to or a password can be changed.


Opening the User Maintenance Screen

  1. Click Users in the Navigation Menu under Maintenance.
    Navigation Menu
    Maintenance > Users

  2. The User Maintenance Screen will appear displaying a list of users and each user's current status. From this screen, user accounts can be added, deleted, and edited.
    User Maintenance Screen


Adding a New Account

  1. Locate the Add New Account section at the bottom of the User Maintenance Screen.
    Add New Account Section

  2. Enter the information for the new account into the corresponding areas as described below:
    1. Level: The set of rights available to a user.
      • Administrator has full access to the tube.tracker system including the ability to change settings.
      • Normal User may add specimens and racks, but may not edit containers, rack types, or user preferences.
      • Query Only may view specimens and racks currently in the system; changing specimens and racks is prohibited.
      • Single Container has Normal User level rights but only to a selected container.
    2. Login: The user name with which the user will log in.
    3. Password: The password with which the user will log in. The login and the password must be kept on record for the user to log in. There is default minimum tube.tracker password length of 2 characters.
    4. First Name: First name of the user.
    5. Last Name: Last name of the user.
    6. Department: Department in which this user works.
  3. Click the Add New User button to create the new user as specified. The User Maintenance Screen will refresh and the new user will be displayed under the appropriate user level category.
    User Maintenance Screen
    Account Listings

Deleting an Account

  1. Locate the user account to be deleted in the User Maintenance Screen.
    User Maintenance
    Account Listings

  2. Click the Delete button corresponding to the user.
  3. The User Deletion Confirmation Screen will appear.
    Delete user account confirmation screen

  4. Ensure that the name displayed is the name of the account to be deleted.
  5. Click the Yes button to delete the account. Click the No button to returns to the User Maintenance Screen. When a user account is deleted, it will no longer be possible to log in with that user name.


Editing an Existing Account

  1. Locate the user account to be edited in the User Maintenance Screen
  2. Click the Edit button corresponding to the user account
  3. The Login Account Editing Screen will appear.
    Login Account Editing Screen

  4. The Login Account Editing Screen has two sections:
    1. Account Password Management
      • Password: The current password for the user will be displayed. Change the password by changing what appears in this box. Password rules will be ignored if they are enabled for the institution. There is default minimum tube.tracker password length of 2 characters.
      • Expire Date: The date that the user's password will expire at which time it will need to be changed. Leave the field blank if no expiration date is desired for the account.
      • Change on next login: Click the check box to force the user to change their password at the next login.
    2. Basic Account Information
      • Level: The set of rights available to a user. Refer to Adding a New Account section for more information on user levels.
      • Login: The user name with which the user will log in.
      • First Name: First name of the user.
      • Last Name: Last name of the user.
      • Department: Department in which this user works.
      • Default Container: The container which will be pre-selected when a new rack is added to the system. In the case of a Single Container user, this is the only container in which the user will be allowed to view and add racks.
      • Default rack type: The rack type which will be pre-selected when a new rack is added to the system.
      • Default expire date: The number of days after which a rack added by this user will expire. This setting is usually overridden by the expire date for the container in which the new rack is added.
      • Show expired racks by default: The default view when entering the Rack Maintenance Screen. When this box is checked, the default view will show only expired racks.
      • Force container selection: The user will manually select the destination container for any new racks.
      • Use container capacity: This user account will be limited to adding new racks to containers that are not at or above capacity. The container capacity must be set to a number greater than or equal to one for this feature to be enabled.
      • Force open rack notes: Will force open the notes area when adding new racks.
      • Force open specimen notes: Will force open the notes area when adding new specimens.
      • Can view options screen: Determines whether or not user can access the options screen.
      • Show Missing Specimens On Home: Will display a list of Missing Specimens on the Welcome Screen.
      • Can unlock racks: Allows the user account to administratively unlock racks.


Back to the Online Documentation

Retrieved from "http://help.tubetracker.com/index.php?title=Managing_user_accounts&oldid=558"