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.