Managing Users

The Users option of the main menu on the Rural Sourcing Management system's Web interface allows you to view and manage all users of the system.

On the Users page, you get a quick view of all of the users in the system, including their user name, their real first and last name, their email address, and whether they are active or inactive in the system. Use the radio buttons to display All users, Active users, or Inactive users. Enter text into the Search text box for an interactive search for a specific user.

Managers or administrators can perform the following management tasks:

Edit personal details for users
Assign existing users to different organizations
Assign existing users to different or additional organizational roles
Set users to Active or Inactive status
Add new users
Enable two-factor authentication per user to secure administrative features from unauthorized access

To make any changes to a user's details select the user from the list and click Edit.

You can modify or add any of the details in the personal details fields, as necessary.

To set the user status, slide the Operation Status selector to the right to display the green check mark and set the user to Active or slide the selector to the left to display the red "x" and set the user to Inactive. A status of Inactive means that a user's credentials no longer work and that user can no longer log into the system.

You can also make changes to the user's roles. In the Assigned Organization Roles section, use the appropriate icon to add, edit, or delete a role.

When you have made all applicable changes on the New/Edit Person Details screen, click Save to keep the changes or click Cancel to close the screen without saving any changes. You are returned to the New/Edit User screen and you must click Save again to save any changes you made.

To add a new user, click Add on the Users list page. The New/Edit User screen displays. Enter a Username. By default, the Operation Status is set to Inactive. Slide the selector to the right to set the user to Active. Select the person from the person search list at the bottom of the screen, and click Save to create the new user.