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The Users page is used to create and maintain users who have access to BBMS.

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Functionality

Create

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Users

  1. Click the button: image-20240802-043813.png located in the top right corner of the page to prompt the ‘Add User’ pop-up window.

  2. Fill out the following mandatory fills:

    • Organisation

    • Role

    • Email

    • First name

    • Last name

  3. Click ‘OK’. The user’s details will appear in the screen. To indicate an invite email has been sent to the user, you will see under column ‘Active’: image-20240802-044430.png

Info

The user will need to follow the prompt in the email invite to complete onboarding. Once this has been done, the user will be showing as active with icon: image-20240802-045039.png

Edit

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Users

To trigger the editing pop-up window, click the ‘Edit’ icon found under the ‘Options’ column header: image-20240804-204344.pngImage Added

The email and organisation cannot be edited. Multiple roles can be added against one user. At least one role is mandatory for a user. Click ‘OK’ to make the changes.

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Delete users

To delete a user, click the ‘Delete’ icon found under the ‘Options’ column header: image-20240804-222523.pngImage Added and confirm this choice.

Info

Only users in ‘Invite’ state can be deleted

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Activate the User

To activate a user

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Deactivate the user

Info

Only Active users can be deactivated

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Activate/De-activate Users

An active user is signified by the check mark under column header ‘Active’ image-20240804-223437.pngImage Added

To de-activate a user, click the check box to un-check it. Only active users can be de-activated.

Filters

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Custom Filters

User filters to view or find users

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