Managing user accounts

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.
   <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">

---+++ 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.
   <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">
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.
   <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">

---+++ 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.
   <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">

---+++ 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.
   <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">
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.

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