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Managing association account and system users
Manage the association account and the system users
Under the account section, you can carry out the following functionalities:
- Account settings
- User settings
HOW DO I VIEW THE ASSOCIATION ACCOUNT SETTINGS?
To view the association’s account settings, click on “Account Settings” to see the account details in summary. On this page, you will see the following details:
- Balance: the amount paid by the association if it is on a paid subscription.
- Creator name: the name of the person who created the association’s account.
- Date created: the date on which the account was created.
- Email: the email used by the association.
The back navigation button is for the admin to be able to navigate back to the module or section main page.
USER SETTINGS
This is where the user access levels of the administration portal are specified when adding system users to the system. This enables the administrator to control user access to sensitive information or actions.
HOW DO l ADD AND MANAGE SYSTEM USERS?
To add a user, click on the “Add” button.
Details required when adding a system user consist of the following:
- First name: the first name of the user.
- Last name: the surname of the user.
- Username: the email address of the user. In most cases, the username is in an email form. The email address used can be similar to or different from the email address added in the “Email” data field.
- Email: the email address of the user.
- Role: the option to select the role to assign to the system user from the list of available roles in the dropdown.
Once all the details have been added, click on the “Create User” button to save the user profile.
All added user profiles will display on the “User Settings” main page. On this page, you can see the data columns of the created user records. The data columns consist of:
- Name: the name of the system user.
- Username: the username of the system user.
- Access level: the role assigned to the system user.
- Date created: the date on which the user profile/record was added to the system.
- Active: an indication if the user profile is active or not.
- Action: There is a dropdown with the below options:
- Edit: You can update the user record by clicking on the “Edit” button.
- Activate: You can activate the user profile, for the user to be able to login to the system.
- Deactivate: You can deactivate the user profile. If the profile is not active, the user cannot login to the system.
The back navigation button is for the admin to be able to navigate back to the module or section main page.
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