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author | Matthew Somerville <matthew-github@dracos.co.uk> | 2018-09-27 14:56:52 +0100 |
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committer | Matthew Somerville <matthew-github@dracos.co.uk> | 2018-09-27 14:56:52 +0100 |
commit | b3fea58c6f9a29ec5fb428d82c25e3a82ac962af (patch) | |
tree | f7b79502c8bcbc158451c205944ee8d337750f8e /docs/_posts/2016-12-07-v2.0-new-user-system.md | |
parent | 371927debffc6bb42d8d86a90afc715d1d837e74 (diff) |
Move docs from gh-pages branch.
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diff --git a/docs/_posts/2016-12-07-v2.0-new-user-system.md b/docs/_posts/2016-12-07-v2.0-new-user-system.md new file mode 100644 index 000000000..f9c6bdda1 --- /dev/null +++ b/docs/_posts/2016-12-07-v2.0-new-user-system.md @@ -0,0 +1,69 @@ +--- +layout: post +title: Version 2.0 – New user system +author: matthew +--- + +Version 2 launches a new user system for admins, including more granular +permissions and a variety of new features. + +## Logging in + +Admins can now use the same login system as the main front end. We highly +recommend running your site over HTTPS in order to keep credentials secure; +[LetsEncrypt](https://letsencrypt.org/) can supply free 3-month certificates. + +The main admin user type is the 'superuser'; a user with this flag set (which +can be done in the database, or by running the `createsuperuser` command) has +full access to all areas of the admin, just like admins under the old system. +By default, these are the only types of user allowed to log in to `/admin`. (It +is possible to change this, e.g. in the UK, non-superuser admin users +associated with a body can log in to `/admin` on their own cobrand.) + +## User permissions + +<img class="r" src="/assets/posts/admin-user-permissions.png" alt=""> + +Users associated with a body (called 'body users') can be given a variety +of different feature-based permissions; the screenshot here shows the list +of different options. + +* **Categories:** You can associate a user with a list of categories, which +e.g. pre-selects those categories when the user visits the All Reports page. + +* **Response priorities:** This allows you to set a list of different +priorities for a body, or again for a particular category in a body, +letting you note different priorities for different reports. + +* **Response templates:** You can create and edit templates associated with +your body, or with a particular category in that body, and then when leaving an +update you can select one of these templates to allow easy updating of reports. + +* You can give a user access to a front-end **report 'inspect' view**, which +lets a user edit a report's category, state, or location. If the category +change moves the report to a different body, it will be re-sent. Alternatively, +a user can be given *only* category edit or priority edit permission. +Here is a screenshot of the top of an inspect form view: + +<img src="/assets/posts/report-inspect.png" alt="The inspect form lets you change category, state, report location, and so on."> + +## Create as another/body + +This permission gives a user the ability to create a report or update on behalf +of a body, or as another user. We envisage this being useful in a body's +contact centre, where they receive a report over a phone and enter it into +FixMyStreet as that user. Below is a short animation showing this in action on +the Oxfordshire cobrand of FixMyStreet.com: + + + +## Shortlists + +<img class="l" src="https://cloud.githubusercontent.com/assets/739624/19122469/7fa927ba-8b22-11e6-8193-ef20d9ce496e.png" alt=""> +A user with the shortlist permission gains a shortlist button on each report; +clicking this adds the report to your own personal shortlist of reports, which +you can view in a section of Your Account. This may be useful for an +'inspector' type of admin user, who wishes to compile the day's list of +reports before going out and investigating them. You can also see if a report +is on someone else's shortlist, and take it off them if you need to. +<br style="clear:both"> |