assign-roles-to-users.md

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📔 Create User and Assign Role

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.

Prerequisites

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

Procedure

1. Click the main menu icon and select Settings.
2. The Settings screen is displayed

Choose Settings Screen

Settings Screen

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

Users Screen

4. 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
<	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

5. 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.

6. Click the Access Rights tab.
7. The features available in Access Rights tab are displayed.

8. 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.

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

Preferences

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.

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

OAuth

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