User Management

This section explains how administrators manage users, roles, groups, security, and organizations. and control users' access to different modules.

To access, go to Admin > User Configuration. Alternatively, press Alt+U The User Manager module opens in a separate tab.

The default user is Administrator.

Before creating a user, create organizations, roles, roles-to-modules, so you can map them to the user while creating.

Organizations

To create an organization,

• Select Organizations from the menu and select Create Organization.

• Enter a unique name and brief description. Then, select Save.

The organization gets created and appears in the Organizations list with the status "Active".

To activate/deactivate an organization, select Edit (), change the status and select Save.

Roles

To create a role,

• Select Roles from the menu and select Create Role.

• Enter a unique name and brief description. Then, select Save.

The role gets created and appears in the Roles list with the status "Active".

To change a role's status to active/inactive, select Edit (), change the status and select Save.

Set Access Permissions to Role

To set access permissions to a role,

• Select RoleToModule from the menu and select Create Role To Module.

• Select the role, then choose the module(s) to grant access to users assigned that role.

Then, select Save.

Create Users

To create a user,

• Select Users module from the menu and select Create User.

• Provide the following details:

  • Username: Enter the user's email id

  • Password: Set a password for the user to log in

  • Organisation: Select the organization from the list

  • Role: Select the user's role from the list

Then, select Save. This creates the user and appears in the users list with the status "Active".

To view the created user's details, click .

To edit the user details, click . Make necessary changes and then select Save.

To deactivate a user, click , and select Yes on the displayed confirmation dialog.

Groups

To create a group,

• Select Groups module from the menu and select Create Group

• Enter a unique name and description

Then, select Save. This creates a group and is listed in the Groups list with the default status "Active".

GroupsToUsers

To add users to groups,

• Select GroupsToUsers module from the menu.

• Select a group from the displayed list of groups. Then, select the user(s) to be grouped.

If user(s) are to be a part of more than one group, you can select the required groups at a time and add users.

Register Database

To use or connect to a database, you need to register it.

To register a database,

• Select Register database in the menu and select Create Database

• Enter the following database details to let UniServe connect to it:

  • Connection Name

  • Address

  • Database Type

  • Schema

  • Username & Password

Then, select Save. The database gets registered and is displayed in the DB list.