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Contents

Summary

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

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Functionality

Create 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

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 Users

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

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.

image-20240804-204416.png

Delete users

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

Only users in ‘Invite’ state can be deleted.

Activate/De-activate Users

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

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

Filters


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

image-20240426-052131.png

d. Filter inactive users

image-20240426-052809.png

This filter displays all the users i.e. active/ inactive and invited users

e. Search Filter

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