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Category: Users

Discover how the platform's user management works: search for a user, activate an account, delete a user, create a new user, edit an account...

 

This page is similar to a directory of user accounts belonging to the platform.

As with the view of the application files, action and sorting elements are available.

Utilisateurs Liste

Search and filter users

In the left bar, in the first field, you can perform a quick search by :

  • name ;
  • first name ;
  • user name ;
  • email ;
  • id.

Filters allow you to sort users according to the profiles, programs and/or groups to which they are attached.

You can then, thanks to the 3 buttons at the top of the flap :

  • Validate the filters and update the view with them.
  • Delete pre-existing filters to find a view without folder filters.
  • Save the filters to find them in Custom Filter.

Perform actions on user accounts

After selecting a user, the actions menu offers you the possibility to perform several actions in Actions > Users :

  • activate the account ;
  • deactivate the account ;
  • delete the user ;
  • edit the account ;
  • display the user's rights.

Create a new account for a partner

  • Go to Actions > Users > Create User.
  • Fill in the form :
    • first name ;
    • name ;
    • login name ;
    • email ;
    • profile ;
    • groups.

Create a new account for a platform manager

  • Go to Actions > Users > Create User.
  • Fill in the form :
    • first name ;
    • name ;
    • login name ;
    • email ;
    • profile ;
    • groups.

Details
Category: Users

What does a user's profile on the eMundus platform correspond to? Find all the profiles and configure them if necessary. The creation of a profile is necessary for a new campaign....

 

What are profiles ?

The profiles determine the different types of users of the platform by assigning them accesses and spaces dedicated to them. For each campaign, a candidate profile must be created.

For an candidate in a program, the profile will determine which form to access. When a candidate submits files for several campaigns, several profiles are linked to his account (without this being visible so as not to disrupt navigation).

For a user of the coordination team, the user profile will determine which menus he has access to (Folders, Activity Report...).

 

Profiles for candidates (requires administrator access)

The creation of profiles is done jointly in the application's back office and in Joomla.

  • When creating a new menu (Menu > Manage > Add a menu), enter the name of the menu ( Candidate form NAME_CAMPAGNE), then in the menu type, enter "profile-menu".

Créer un nouveau menu utilisateur

 

  • Record the menu without closing it.
  • In the application, go to Administration > User Profiles.
  • Click on Add.
  • Fill in the fields :
    • Profile name : choose the name you want for the profile.
    • Description : if you have already filled in the description field in Joomla, it is automatically filled in.
    • Displayed menu : choose the menu you just created from the list.
    • Joomla Group (Role) : choose "Registered".
    • For candidates : tick "yes".
  • Click on Save.
  • In the list of Profiles in the application, find the new profile created. Then locate the id.

Trouver l'id d'un profil dans la liste

 

  • Return to Joomla, Menu > All Menus. Check the menu you have created and click on Edit.

 

Modifier un menu

 

  • In the menu type add a dash followed by the id. You should get a field equal to "menu-profile-1006" (if we consider that the id is 1006).

 

Details
Category: Users

Find all the useful information concerning the configuration of user access groups: add a new group of rights, modify groups, assign users and others.

 

Add a new rights group

  • Go to Administration > Users.
  • Then go to the Action menu > Groups > Create a new group.
  • Enter the name of the group, a description, then an associated program (not required).
  • Define the group's rights.

Modify groups

  • Go to Settings > Groups.
  • Find the group to be modified in the list.
  • Click on the icon
  • Enter your changes.

Assign users to an access group

  • Go to Administration > Users.
  • Select all users to assign to the group, using the filters.
  • In the Actions menu > Groups > Assign to Group.
  • Choose the group from the list.
  • Validate

Remove a user from an access group

  • Go to Administration > Users.
  • Select the user concerned
  • In the Actions menu > User > Edit User Account
  • In the window, at the bottom, in the "Groups", click on the cross.
  • Save