ADMINISTRATOR - How to create a group and a user?
Click on the Add group button under the ‘Team/Groups’ section to create groups and and organize users as an initial stage.
The Group can then be defined by filling in the form so invoked and can then add any existing managers and users as desired:
Once some groups have been created, you will find them listed on the Groups panel. You can click on any of them to list the users associated with a particular group:
New users can be added to any existing group, just by clicking on the group (or on any existing user in the group) and then selecting the ‘Add User’ tool:
You can also create a user, by clicking on the ‘Add User’ button (under the 'Team/Users' scroll down menu):
From here, the Administrator needs to enter a username (with a valid email address), password, role, etc... Admins can also assign new users to any existing group:
From here the Administrator can also select the desired roles and permissions:
The Prefix field can be used to automatically generate experiment codes for experiments created by the user.
Clicking on the Edit User button will allow you to change user details, roles, permissions, add documents and modify COOSH configuration:
You can activate/inactivate several users at the same time by using the “Activate/Inactivate users” buttons:
Note that when a user is inactivated in this way, he/she will be removed from all groups/projects at once. When the user is activated again, you will have the capability to include him/her back in the groups/projects he/she belonged to before their inactivation.
Users can be linked to or disabled from groups (and projects):
If a user is disabled from an existing group (or project), the remaining users and groups will still be able to see the data created by that user (whose name will appear in italics under the navigation tree).
Click on the 'Team/Activity' button to check some relevant information about the users:
GROUP MANAGER - How to create a group and a user?
A Group Manager can also create users and groups (if the admin allows), among their other possible duties. As can be seen in the screenshot below, the Group Manager has different active tabs than an Administrator.
Then you can create users (as we described above for the admin role):
When the group manager is creating a new user, it is also possible to assign him/her to any existing group:
Please note that a Group Manager can also assign individual privileges to any user, for instance, as an Experiment Witness, an Inventory Manager, or a Structure Manager.