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Revision as of 13:42, 27 June 2024

To perform system configuration, user suppose to have administrator role. Upon the login user will be landed to this page.

Figure 1.5: Admin homepage

1.1 Office Management

1.1.1 Accessing Offices

From the list of menu on the left click "Office" as shown on the figure 1. 2 below. On the list of offices click "Create" to create a new office.

Figure 1.2: Accessing office menu
Figure 1.3: Creating  new office

1.1.2 Creating Office

You will be provided with the form to fill. Fill the details as required as shown on figure 1.4. On the filed of address you can select the existing address and click "Confirm Select" or add the address by filling all the particulars and click "Save and Select Address" to save as shown on figure 1.5.

Figure 1.4: Fill office details
Figure 1.5: Adding & selecting address

1.1.3 Editing Office

After saving the details user will be landed on the page shown on the figure 1.6, where can access buttons for "update details", "adding servicing area" and "Upload Branding Items"

Figure 1.6: Update office details

a) User can update details of office by editing and save

b) User can add other areas that office is suppose to service apart from the main office. Here user can put details of the area as required and save.

Figure 1.6 (a) Add servicing area

c) User can upload branding materials

Figure 1.6 (c): Uploading branding materials


1.2 Roles and Permission Registration

1.2.1 Accessing Roles and Permission

Figure 2.1: Accessing roles and permissions

From the list of the menu click "Roles and Permission" as shown on figure 2.1. Then click on "System Roles" to access roles as shown on the figure 2.2 below.

Figure 2.2: Roles and permission

User will be landed on the list of existing roles (if any) and have an option to create a new role by clicking "Create" as shown on the figure 2.3 below.

Figure 2.3: Create a role

User will required to fill the name of the role and its description, and tie the role by relating by office that has already created by slecting it from the dropdown menu. Then click "Create" to save the details.( see figure 2.4)

User will required to fill the name of the role, its description, and associate a role by selecting the pre-created office from the dropdown menu.Then click "Create" to save the details.( see figure 2.4)

Figure 2.4: Fill in roles details

1.2.2 Permissions

From the menu click "" to access all the system permission

Figure 2.5: Search a role
Figure 2.6:Accessing role




Figure 2.7: Assigning permissions

1.3 User Management

1.3.1 Creating User

Figure 2.8: Accessing user



Figure 2.9: System user
Figure 2.10: Creating user account

1.3.2 Update User

Figure 2.11: Edit user
Updating user
a) Add Role b) Account Status
While updating a user, on the field Roles select from the list the perspective role to assign to the user according to the office and responsibilities assigned, organisationally. After selecting the appropriate option click on "Update" to save. User can decide on the status of an account by selecting options as pointed on the arrow below.

For an active user select "Active", for inactive or deactivating account select "Not Active" and for account that no long required in a system select "Delete". After selecting the appropriate option click on "Update" to save.

(a) Add role
(b) Activate/Deactivate user