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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
Click the button:
located in the top right corner of the page to prompt the ‘Add User’ pop-up window. Fill out the following mandatory fills:
Organisation
Role
Email
First name
Last name
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’:
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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: |
Edit
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Users
To trigger the editing pop-up window, click the ‘Edit’ icon found under the ‘Options’ column header: 
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: 
and confirm this choice.
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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
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Only Active users can be deactivated |
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Custom Filters
User filters to view or find users
a. Filter by roles
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b. Filter Active/Invited Users
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c. Filter only the Invited users
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d. Filter inactive users
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This filter displays all the users i.e. active/ inactive and invited users
e. Search Filter
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Activate/De-activate Users
An active user is signified by the check mark under column header ‘Active’ 
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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Select any individual role or ‘All’ roles to filter users by. Each is a button.
‘Invite Only’ can be checked and unchecked to show the invited users.
‘Active Only’ can be checked and unchecked to show users that are active and invited.
Clear filters: this icon is a button that clears set filters.
Search field used to filter users by name or email.
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To see de-activated users, uncheck both the ‘Invite only’ and ‘Active only’ filters. |
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