Managing Users
This guide explains how to manage user accounts, roles, and permissions in Funderr. Proper user management is essential for security and access control.
Accessing the Users Screen
To access the Users screen:
Select Admin from the main menu.
Click on Users.
Viewing the List of Users
The Users screen displays a list of all user accounts in Funderr.
The list displays the following information for each user:
First Name: The first name of the user.
Last Name: The last name of the user.
Email: The email address associated with the account.
Office: The office to which the user is assigned.
Creating a New User
To create a new user account:
Click the + Create User button (highlighted in the screenshot below).
Screenshot: The Users list screen with the "+ Create User" button highlighted.
Fill in the required information in the "Create User" form, as shown below.
The fields on the form are:
Username: The username for the new user. This must be unique.
Email: The email address for the new user.
First Name: The first name of the new user.
Last Name: The last name of the new user.
Password never expires: Check this box if the password shouldn't expire. (Use with caution!)
Send password to email address: Check this box to automatically send the generated password to the user's email address.
Office: The office to which the user is assigned.
Staff: Select the appropriate staff member.
Roles: The role assigned to the user. This determines their permissions within Funderr.
You will need to create a screenshot of adding roles in the admin panel and will make for a more clear explanation
Click Submit to save the new user account.
Editing a User Account
To edit an existing user account:
Select the user account you want to edit from the Users list.
Screenshot: A User Detail screen. There should be Edit, Delete, and Change Password. Located on the user
Click the Edit button on the detail page.
Modify the user's information as needed.
Screenshot: the populated User Creation form with all the edits on one account
Click Submit to save the changes.
Changing a User Password
To change an existing user password:
Select the user account you want to edit from the Users list.
Screenshot: A User Detail screen. There should be Edit, Delete, and Change Password. Located on the user
Click the Change Password button on the detail page.
Screenshot: A User Change Password Form which you can enter a user's new password
Enter your Password and your Repeat Password
Click Confirm to save changes
Deleting User
To delete a user
Select the user account you want to edit from the Users list.
Screenshot: A User Detail screen. There should be Edit, Delete, and Change Password. Located on the user
Click the Delete button on the detail page.
Screenshot: A Confirmation form that helps verify if you would like to delete the user. Make sure to use it wisely
Click Confirm to delete the user, but be aware this can not be undone!
Managing User Roles and Permissions
Explain how to manage user roles and permissions in Funderr. What are the different roles available? How do you assign permissions to a role?
You will need more screenshot here for defining roles and what permissions they have
Tips and best practices
Related settings
Here are a list of setting that can help understand what the users are doing