Manage Users

Introduction

This guide will demonstrate some of the features that are available to Administrator Users within Project on Demand that can be utilized to solve common tasks and issues relating to registered application User accounts.

Once successfully logged into the application, an Administrator User can manage other User accounts via the User Management page accessible through the application Header. Common usage of this page includes utilising the Create New User, Edit Login Email or Edit Account Status features as detailed below, for a full list of features available see User Management.

Create New User

Instructions for utilising the Create New User feature of User Management are as follows:

Optional *

Process Step Action within Project on Demand
1 Navigate to User Management.
  1. Click the button in the application Header - this will display a context menu.
  2. Click the Users option - this will navigate the application to User Management.
2 Access the Create New User feature of User Management.
  1. Click the New button - a child window will be displayed.
3 Enter requested information.
  1. Enter your User account Password.
  2. Enter Login Email details for the new User.
  3. Enter Forename and Surname details.
  4. Select the appropriate Account Type from the drop-down.
  5. Click the Save button - if the Password provided is correct and no validation errors remain, a success message will be displayed and the child window will close. An email will be sent to the Login Email address provided with instructions on how to complete the account setup procedure. User will be set to a Status of Pending whilst setup operation is in progress.
4* If required, use the resend feature of User Management.
  1. Select the correct User in the DataGrid provided - a Resend button will be displayed.
  2. Click the Resend button - a confirmation window will appear.
  3. Click the Yes button on the confirmation window.

Edit Login Email

Instructions for utilising the Edit Login Email feature of User Management are as follows:

Optional *

Process Step Action within Project on Demand
1 Navigate to User Management.
  1. Click the button in the application Header - this will display a context menu.
  2. Click the Users option - this will navigate the application to User Management.
2 Access the Edit Login Email feature of User Management.
  1. Select the correct User in the DataGrid provided.
  2. Click the Edit button - a context menu will be displayed with edit feature options.
  3. Click the Edit Login Email option - a child window will be displayed.
3 Enter requested information.
  1. Enter your User account Password.
  2. Enter new Login Email details for the selected User.
  3. Click the Save button - if the Password provided is correct and no validation errors remain, a success message will be displayed and the child window will close. An email will be sent to the new Login Email address provided with instructions on how to complete the procedure. User will be set to a Status of Pending whilst operation is in progress.
4* If required, use the resend feature of User Management.
  1. Select the correct User in the DataGrid provided - a Resend button will be displayed.
  2. Click the Resend button - a confirmation window will appear.
  3. Click the Yes button on the confirmation window.

Edit Account Status

Instructions for utilising the Edit Account Status feature of User Management are as follows:

Process Step Action within Project on Demand
1 Navigate to User Management.
  1. Click the button in the application Header - this will display a context menu.
  2. Click the Users option - this will navigate the application to User Management.
2 Access the Edit Account Status feature of User Management.
  1. Select the correct User in the DataGrid provided.
  2. Click the Edit button - a context menu will be displayed with edit feature options.
  3. Click the Edit Account Status option - a child window will be displayed.
3 Enter requested information and select new Status.
  1. Enter your User account Password.
  2. Select the appropriate Status from the drop-down.
  3. Click the Save button - if the Password provided is correct, a success message will be displayed and the child window will close.
Note: If a Status of Disabled is set, that User will no longer be able to login to the application.