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On this page
  • Description
  • Pre-requisites
  • Procedure
  • Access Right
  • Preference
  • OAuth
  1. USER GUIDES
  2. Platform Guides
  3. Eligibility and Program Enrollment
  4. Settings

Create User and Assign Role

PreviousSettingsNextWebsite

Last updated 1 year ago

Description

This document contains the step-by-step instructions to create a new user and assign a role. A person who has admin access can create a new user and assign a role.

Pre-requisites

A user should have an admin access to create a new user and assign a role.

Procedure

  1. In the menu bar, click the icon and select Settings.

  2. The Settings screen is displayed

  1. Click the User & Companies tab and then select Users.

  1. The Users screen is displayed. It is a dashboard which lists the details of all the available Users Name, Login, Language and their Latest authentication.

In Users screen, the available features and their descriptions are:

Feature
Description

Create

Click the Create button to create new user

Click the Export All button to download Users details in excel format

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Click the Left arrow to go the previous screen

>

Click the Right arrow to go the next screen

Click the List icon to view the Users details in list view

Click the Kanban icon to view the Users details in kanban view

Filters

Click the Filters link and select the appropriate options.

The valid values are:

  • Internal User

  • Inactive User

  • Two-factor authentication enabled

  • Two-factor authentication disabled

  • Add Customer Filter

The advanced filter option allows you to define conditions and criteria to refine the search results.

  • Select the Add Customer filter and then select the appropriate option in the first drop-down to display the specific data based on the option selected.

  • Select the criteria in second and third drop-down to refine the search results.

  • Click the Apply button to display the data based on the search

Note: To enhance the search, click the Add a condition button and follows the steps given in Add Customer Filter option

Group By

  • Click the Group By link, select Add Custom Group and then select the appropriate options in the drop-down to display the specific data based on the option selected.

  • Click the Apply button to display the data based on the search

Favorites

  • Click the Favorites link, select Save current search and then check the appropriate options. The valid values are:

    • Use by default

    • Share with all users

  • Click the Save button to display the data based on the search

Search

This field is filled when the available option are selected in Filers, Group By, Favorites

  1. Click the Create button. The Users/New screen is displayed.

In Users/New screen, the available features and their descriptions are:

Feature
Description

Name

Enter the new user name

Email Address

Enter the valid email Id. of the user. The invitation email will be sent to this email address.

  • Select the icon, click the edit icon and then navigate to the user photo where it is stored

  • Export the user photo

  • Click the delete icon to delete the user photo

Save

Click the Save button to save the data

Discard

Click the Discard button to close the Users / New screen

Access Right

OpenG2P offers several modules and tools to digitize processes of social benefit delivery chain. A user who has admin rights provides access rights to an individual based on his/her role to use modules offered by OpenG2P. This allows the individual to know which module they can use based on their roles.

  1. Click the Access Rights tab.

  2. The features available in Access Rights tab are displayed.

  1. In Access Rights tab, the available features and their descriptions are:

Feature
Description

Accounting

Invoicing

Select the appropriate role in the drop-down. The valid values are:

  • Billing

  • Billing Administrator

Inventory

Inventory

Select the appropriate role in the drop-down. The valid values are:

  • User

  • Administrator

Website

Website

Select the appropriate role in the drop-down. The valid values are:

  • Restricted Editor

  • Editor and Designer

Marketing

Events

Select the appropriate role in the drop-down. The valid values are:

  • Registration Desk

  • User

  • Administrator

Administration

Administration

Select the appropriate role in the drop-down. The valid values are:

  • Registration Desk

  • User

  • Administrator

Other

Helpdesk

Select the appropriate role in the drop-down. The valid values are:

  • User: Personal tickets

  • User: Team ticktets

  • User

  • Helpdesk Manager

Job Queue

Select the appropriate role in the drop-down. The valid value is:

  • Job Queue Manager

OpenG2P Module Access

Check the appropriate role. The valid values are:

  • Administrator

  • Finance Validator

  • Program Cycle Approver

  • Program Manager

  • Program Validator

  • Registrar

  • Support Person

OpenG2P Documents Module

Check the appropriate option. The valid values are:

  • Document Admin

  • Document Write

  • Document Read

OpenG2P Rest API

Check the appropriate option. The valid values are:

  • REST API GET

  • REST API POST

Other

Check the appropriate option. The valid values are:

  • View Server Environment Configuration

Save

Click the Save button to save the data

Discard

Click the Discard button to close the Users / New screen

Preference

The admin user sets the user preference in the preference section.

  1. Click the Preference tab. The features in Preference tab are displayed.

In Preference tab, the features and their descriptions are:

Feature
Description

Localization

Language

Select the user preferred language in the drop-down.

Timezone

Select the user preferred timezone in the drop-down.

Notification

Click the appropriate radio button.

  • Handle by Emails

  • Handle in Odoo

Email Signature

Enter the User Email Signature

OAuth

OAuth is the preferred method of authentication to access the OpenG2P documents and modules. The external application gets a token which authorizes access to documents and modules of OpenG2P. All the documents and the modules are secured/protected using Standard OAuth.

  1. Click the OAuth tab. The features available in OAuth are displayed.

In OAuth tab, the available features and their descriptions are:

Feature
Description

OAuth Provider

Select the appropriate option in the drop-down. The valid values are:

  • eSignet MOSIP Collab

  • Facebook Graph

  • Google OAuth2

  • Odoo.com Accounts

  • Start typing - Type the OAUth provider, if you have OAuth provider other than the one mentioned above

OAuth User ID

Enter the OAuth user ID

OAuth Access token

Enter the valid Access token

📔
Choose Settings Screen
Settings Screen
Users Screen
Preferences
OAuth