Users
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Users
Users and Groups are managed from the Admin area of ProVision, under the Users tab. The Users tab contains three sub-tabs: Users, Groups, and Chart View.
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A User is defined as a single login account that accesses ProVision. On the Users page, users may be created, edited, assigned to groups, have password information reset, or be removed.
When viewing the Users List, the following is shown:
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Select the "items per page" filter to limit the number of users displayed at one time. Any additional users will be displayed on following pages.
Use the page numbers and navigation arrows at the bottom of the list to view extra pages.
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Click on the column name to toggle between ascending / descending order for that field.
Filter by Group
Filter the Users list to only view a certain group by selecting a group from the "Filter by group" dropdown.
Search
Search the list for a specific username or full name by typing all or part of either name in the search box.
Working with Users
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Add Users by clicking on the "Create User" button at the upper right of the "Users" page. This will take you to the Create User screen.
You may enter or edit the Username, First Name, Last Name, whether to enable help bubbles, and select one or more permissions groups to which to assign the user.
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To create a password for a new user, simply type it in the "Password" field. Click the eye icon to the right of the field to toggle visibility. You may also create a password and automatically send an email to the new user with their credentials. In the Password section, move the "Send email?" selector to the "ON" position. An email template will appear. Fill in a password for the new user and it will be added to the email template. When done click "Save" and the email will be sent.
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Passwords must be eight characters in length. |
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To edit a user's information click on the Action Menu (gear icon) for the user and select "User Details" or click on the user name.
This will bring up the Edit User screen.
By default, the group list is filtered to show the group(s) to which the user is currently assigned.
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To assign a user to one or more groups, click on the area to the left of a group name. A green checkmark will appear when the user is successfully assigned. You can search for a specific group using the filter box above the list. Clicking the arrow to the right of a group name will take you to the corresponding Group Details page.
When done, be sure to save your changes by clicking "Save" at the bottom right of the page.
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Enter a new password into the password field and it will prepopulate in the email template. When complete, hit "Reset Password and send email".
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If desired, the system admin may enable login token links for users. To enable the Login Token functionality at the system level, change the ‘ENABLE_TOKEN_LOGIN’ in the includes/constants.php file to "true".
Once enabled, the option to enable tokens on a per-user level will be available under Edit User → Basic User Data. Once enabled for a user, click "generate new token" for a token link to be created.
Once enabled for a user, click "generate new token" for a token link to be created. Copy the provided URL, and save in a secure place. Token information may not be retrieved after the "Generate New Token" window is closed; a new token must be generated instead. |
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To remove a user from the Users list, click on the Action Menu (gear icon) for the user and select the "Delete this user" option.
You may also delete a user from the User Details page by clicking the "Delete User" button at the bottom left of the page.
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To do so, select the checkboxes for the desired users, then under the "Actions" menu at the top of the list, select "Delete selected users".
Additional Information
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