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Diffstat (limited to 'docs/_includes/admin-tasks-content.md')
-rw-r--r-- | docs/_includes/admin-tasks-content.md | 26 |
1 files changed, 20 insertions, 6 deletions
diff --git a/docs/_includes/admin-tasks-content.md b/docs/_includes/admin-tasks-content.md index b62e9f531..3f18a00dc 100644 --- a/docs/_includes/admin-tasks-content.md +++ b/docs/_includes/admin-tasks-content.md @@ -468,7 +468,7 @@ To synchronise your records once you're back online, just visit any page on FixM #### Creating a staff account -<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users’ permissions’ must be ticked.</span> +<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit users’ details’ must be ticked.</span> <img alt="From the user admin page you can administer staff accounts" src="/assets/img/pro-user-guide/user-admin-page.png" class="admin-screenshot" /> @@ -478,29 +478,43 @@ You’ll see a table of existing users. Below this is the ‘add user’ interfa First create the basic user account by inputting a name and email address, plus any other contact details desired. Once this is done and you have saved the input, you can edit the account to assign -any permissions required. +any roles or permissions required. You can use the same form to create a user account for a resident or a member of staff, so tick ‘staff user’ if you wish to create an admin account. The new staff user can then log in via the normal method. -#### Assigning permissions +#### Creating roles + +<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions must be ticked.</span> + +Go to the ‘Roles’ tab in the admin menu. + +Here you can create a group of permissions, called a ‘role’. See [Staff user +accounts](../staff-user-accounts/) for some possible examples, but you can use +whatever makes sense to your own organisation. + +Once you have created a role, you can then assign a user to one or more roles +to give that user access to all the permissions of those roles, without having +to assign permissions individually for each user. + +#### Assigning roles and permissions <span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions must be ticked.</span> <img alt="You can assign permissions to users on this screen" src="/assets/img/pro-user-guide/user-admin-permissions.png" class="admin-screenshot" /> Once you have created the basic staff user account, you’ll be taken to a page where you can assign -permissions. +roles and permissions. You can also always edit any user from the table at the top of the Users page by clicking ‘edit’. -Check the boxes relating to the permissions you wish that user to have, and click ‘submit changes’. +Select the roles or permissions you wish that user to have, and click ‘submit changes’. #### Setting categories or areas -<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions’ must be ticked.</span> +<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Assign users to areas’ must be ticked (for areas).</span> <img alt="You can allocate categories to individual users by checking the relevant category boxes" src="/assets/img/pro-user-guide/user-admin-categories.png" class="admin-screenshot" /> |