Users

The User menu allows the administrator to consult the list of users, add, modify, and delete user accounts, or send a message to one or more users.

Users are defined as CCDMD resources who can access the Editing module to compose and assemble the items that make up the test. Depending on the resource's tasks, the Administrator assigns one of the three following roles to a user:

  • Editing
  • Approval
  • Observation

A fourth role, Administration, is reserved for the user who administers the SLPT platform.

Users List

When you access the Administration module’s Users page, all of the registered users appear in a list.

  • The default list sorting method is by ID number. It can be changed by clicking the name of the column you wish to sort in the header.
  • A list may be sorted in ascending or descending order by clicking the column name in the header to change the order.
  • Clicking on a row opens the file associated with that row.
  • Selecting one or more checkboxes allows you to delete one or more users or to email one or more users.

If there is a large number of elements in the list, you can navigate the pages using the commands on the right of the page, above and below the list:

Display list 002

To consult the list of users:

  • ID: System-generated identification number
  • Last Name: The user's last name
  • First Name: The user's first name
  • Email: The user's email address
  • Phone: The user's telephone number
  • Role: The assigned role for the user when using the Editing module
  • Status: The status of the user, Active or Blocked

Add or Modify a User

The User page contains the user's contact information and account configuration. Some of this information can be modified by the user in the Account Profile section of the Editing module.

To add a new user:

  1. Click Users from the left-side menu; the Users window appears.
  2. Click Add a user; the User window appears.

In the following sections, add all obligatory information marked with a red asterisk.

To modify a user:

  1. Click Users from the left-side menu; the Users window appears.
  2. Click a user name; the User page appears.
  3. Modify the information in the General Settings or Account Profile sections as required.
  4. Click Save. The user account information is updated.

General Settings

Only the administrator can add or modify the General Settings.  

  1. In the General Settings area, select the user Status, Active or Blocked. The default value when creating a new user is Active. A blocked user will not be able to access the platform. and receives a message to contact the CCDMD.
  2. Select the Notification status, Yes or No. The default value when creating a new user is Yes. When you enable the Notification option by selecting Yes, the user receives emails about their account, including username, password and any relevant platform-related updates. The default value when modifying a user's account is No.
  3. Select the desired user role from the Role list.

Assign a Role to a User

Users have roles that define their access rights and permissions. When creating a user, the administrator must assign that user a role. There are four types of user roles:

  • Administration: Can access the SLTP Administration and Editing modules with the same username and password. Can also access individual subscriber Management modules through a link in the Administration module. 
  • Approval: Can access the Editing module and perform all operations within the module.
  • Observation: Can access the Editing module and perform all operations within the module except duplicating or saving an item.
  • Editing: Can access the Editing module and perform all operations within the module except modifying the following properties: Difficulty, Discrimination, Chance, Recalibrate, Approved item.

To set or modify a user's role:

  1. Click Users from the left-side menu; the Users window appears.
  2. For a new user, click Add a user and define the user's role.
  3. For an existing user, click the user name whose role you want to change; the User page appears.
  4. In the General Settings section, select a new role from the Role list.
  5. Click Save. The user account information is updated.

Account Profile

The administrator creates the Account Profile to give a user access to the Editing module. The profile can nevertheless be modified by the user on the User page of the Editing module.

  1. In the Account Profile area, enter a username in the username field. The username can be a name or an alphanumeric code that is case-sensitive.
  2. Enter the First Name, Last Name, and Email address in the appropriate fields.
  3. Type a temporary password in the Password field; the representative will have to change it when they log in for the first time.
    NOTE    : Passwords are case-sensitive, must be at least 8 characters long, and contain at least one letter and one number.
  4. Re-type the password in the Confirm the Password field.
  5. You can also enter the optional title, telephone, and language information (if known) in the appropriate fields.
    NOTE    : The Language field determines the default language of the platform interface when the user logs in. The user can change the platform’s default language by selecting My account below their name at the top right of the window when they are logged into the system.
  6. Click Save.

Block or Grant Access

Only the administrator can grant or block access to the SLPT platform. If a user's access is Blocked, a message will appear telling them to contact CCDMD when they try to log in.

To block or grant access to a user:

  1. Click Users in the left-side menu; the Users window appears.
  2. Click the desired user name; the User page appears.
  3. Scroll to the General Settings section.
  4. Select the desired user Status: 
    Active: The user will be able to access the platform.
    Blocked: The user will no longer be able to access the platform.
  5. Click Save. The user's status is updated. A message is sent to the user if you have selected Yes in the Send Notification setting.

Send Email to a User

The administrator can contact users to inform them of system-related subjects, such as system downtime, that a password has been reset, or more. The administrator can contact a single user or many at the same time.

To email one or more users:
  1. From the main Users page, select the check box for the desired user(s).
  2. Click Send an email. The default email program opens with the selected user(s) email address in the TO field.
    NOTE: The name(s) and email address(es) of the user(s) are automatically entered into the Bcc field (Blind carbon copy) and the sender's name and address are entered into the To field. As a result, users do not see each other's coordinates and the administrator receives a copy of all communications.
  3. Write the message and send it to the user(s).

Delete a User

When the administrator deletes a user, only the user account information is deleted from the database. Edited items are preserved as there is no connection between them and the user who created them.

To delete one or more users:

  1. From the main Users page, select the check box for the user(s) you want to delete.
  2. Click Delete. A popup window appears asking you to confirm that you want to delete the selected user(s).
  3. Click OK. The user(s) is/are deleted.