User Management¶

Updated as of 11/4/2021

The User Management function allows administrative users to set up new user accounts, add or remove organization and role access to those accounts, and search existing accounts. The following section will cover creating, managing, and reporting of accounts in the CALPADS system.

This will include:

1) User Management Main page – search for existing user, link to add new account 2) Account Creation – UIs for adding a new account a) Add a user account b) Associate role(s)to account 3) Account Management – UIs for managing an existing account a) Update user profile b) Update role association(s) c) Trigger the creation of a one-time use token to allow a user to reset their password

User Management General Workflow¶

flowchart TD
    %% =========================
    %% CALPADS Visual Styling
    %% =========================
    classDef startEnd fill:#1e88e5,color:#ffffff,stroke:#0d47a1,stroke-width:2px
    classDef decision fill:#e3f2fd,color:#0d47a1,stroke:#1e88e5,stroke-width:2px
    classDef process fill:#ffffff,color:#0d47a1,stroke:#90caf9,stroke-width:1.5px

    %% =========================
    %% Nodes
    %% =========================
    START([User Account and Role Assignment]):::startEnd

    EXISTING{Existing user account}:::decision

    ADD_USER[Add User]:::process
    USER_ID{User ID in use}:::decision
    ACCOUNT_IN_USE[Account in use dialog]:::process
    ADD_ROLE[Add Role Assignments]:::process
    END1([End Process]):::startEnd

    SEARCH[User Account Search]:::process
    VIEW_ROLES[View Current Role Assignments]:::process
    MODIFY{Modify current role}:::decision
    PROFILE[User Profile and Role Assignments]:::process
    SELECT_ROLE[Select Role to Modify]:::process
    ADD_DELETE[Add or Delete Organization or Roles]:::process
    END2([End Process]):::startEnd

    %% =========================
    %% Flow
    %% =========================
    START --> EXISTING

    EXISTING -- No --> ADD_USER
    ADD_USER --> USER_ID
    USER_ID -- Yes --> ACCOUNT_IN_USE
    ACCOUNT_IN_USE --> USER_ID
    USER_ID -- No --> ADD_ROLE --> END1

    EXISTING -- Yes --> SEARCH --> VIEW_ROLES --> MODIFY
    MODIFY -- Yes --> PROFILE --> SELECT_ROLE --> ADD_DELETE --> END2
    MODIFY -- No --> ADD_ROLE

Main Page¶

IMAGE showing different user management sections marked A to E.

Upon clicking on the User Management link from the Admin side panel navigation, users will be welcomed by the user management main page shown in image above.

User List (A)¶

The User List is the entry point for administrative users to the User Management functionality. Search functionality enables the user to determine whether a user account has already been established and, if so, to edit the organizations and roles associated with the account. These filter options use type ahead search and allow for search on partial data.

The User List will provide the logged in user with a set of results once one or more Search fields have been populated. These search fields should allow for wildcards to perform partial searches. For example, a *fcmat.org entry in the Email search option should return a list of all users with @fcmat.org accounts.

User and Roles (B)¶

The Users and Roles functionality replaces the Security Roles by User and the Security Users by Role reports in CALPADS.

This allows an Admin user to search for users who possess specific role assignments within an organization as well as identify all roles assigned to a specific user. Account status and account level information also facilitates research when an end user reports a problem with their account.