Managing users

Managing users video tutorial

This video covers:

Managing users

If you're logged in as the Admin, click on the 'People' tab in the admin bar:


If you're logged in with an account that has the user admin role click on the Manage users link in the main menu:

Roles

There are a set or roles a user can have, a user can have multiple roles.

Anonymous

Authenticated user

Staff

Survey admin

User admin

The main page at .../admin/people has a big table of users with their username, status (whether their account is blocked or active), their roles, how long they've been a member for, when they last logged in (great for being nosey about who's using Nature Counts, and who isn't!) and the edit button.

Inviting new users

Click on the blue '+ Add user'  button

Fill in the following data (example on the right):

Email address: their work email address

Username:  can be any text but I usually just use their work email address again

Password: some random text - they have to reset their password when they create their account so it doesn't matter what you put here:

Confirm password: the same piece of random text

Status: Active

Roles: Staff (if a staff user) and survey admin if they are going to be making surveys

Notify user of new account: TICK THIS BOX or they won't get an email about their new account - if you forget to tick this then they can log in with the random text that you set as their password

Picture: ignore

First name: self explanatory

Last name: self explanatory

Contact settings: ignore

URL alias: ignore

Then click on create new account and you're done

Changing the role of users

On the big table of users:

Click on Edit in the operations column

Scroll down to the roles section and tick/untick the roles you want to change:

Then click on save:

Spam users

Occasionally spam bots will sign up to make an account. You can identify them because their username is 2 random words like spaghettipenguin and they have weird email addresses.