Adding and Managing Users
In SWEB the local administrator is responsible for adding and maintaining user accounts on their individual site. There are two scenarios for this: adding a completely new user to your site, or adding a user to your site that already has an account on the overall system (from working in another site), but needs to be given access to your site. The following describes both scenarios and gives step-by-step directions to create new accounts and approve them.
Adding a completely new user to the site:
1. Login to the system and go to Manage | Users
2. In the main Users screen, select "Add a User" from the links in the upper right.
3. You will be taken to a new screen where you can input the user's e-mail address. Do so, and press the [Check Availability] button. This will ensure that their address is not already in use. If all is good, it will tell you that the account name is available.
If it says the name is in use, please go back to the main Users screen and follow the steps outlined below in the section "Adding users with existing accounts on the system to your site."
4. Fill in the pertinent data about the user. Required fields are denoted by the asterisk (*) character.
5. Press the [Next] button to move to the second screen. In this screen you can assign them to a role, if desired. If they are going to be a site administrator, you can check the check box and it will give them all of the requisite permissions, or, if you have already defined any site-specific roles, you may assign them to one of these roles at this time. If you wish to give them their own unique set of permissions, do not select a role and proceed to the next step.
6. Press the [Next] button to move to the third screen. In this screen you can select individual permissions for the user. If you have already assigned them to the Site Administrator role in the second screen, then you can go straight to the [Finish] button at the bottom of the page. If you did not make them a Site Administrator and wish to give them access to discrete parts of the site, this is where you can do so. When finished, please go to the bottom of the page and press the [Finish] button.
7. This will return you to the main User administration screen. You will still need to approve the new user's access. Do so by clicking on the green approval icon in their row.
8. Upon clicking the green icon, their status will change to Approved and they will be sent their login information by e-mail.
Adding users with existing accounts on the system to your site:
1. Login to the system and go to Manage | Users
2. In the main Users screen, select "Add Existing User to Site" from the links in the upper right.
3. You will be taken to a new screen where you can input the user's e-mail address. Do so. It will look up matches in the overall list of all users in all SWEB sites and let you know if the person can be given access to your site.
4. If the person is to be made a Site Administrator, you may select this checkbox when their name appears.
5. Press the green icon to the left of their address to add them.
6. This will return you to the main User administration screen. You will still need to approve the new user's access. Do so by clicking on the green approval icon in their row.
7. Upon clicking the green icon, their status will change to Approved and they will be sent login information by e-mail.
Unlocking user accounts:
1. Login to the system and go to Manage | Users
2. In the main Users screen, click this locked user's username to open their account settings.
3. When their account settings page opens, you will see a small box to the right, next to "This account is locked"
4. Clear the check-mark from the small box to the right, next to "This account is locked"
5. Scroll to the bottom of the account settings page and select the "Save" button.
6. This will return you to the main User administration screen, with the user's account now unlocked.