Settings
You can perform the necessary operations to configure the relevant fields within the application.
User Settings
This settings group includes:
- User management
- Permission groups
- Local settings
- Import/Export
- Privacy settings
- Email settings
- Login activities
User Management
To add a new user, go to Settings > User Management.
1. Click the "Create New" button.
- If you are creating a user via the form, click "New User".
- If you are creating users via Excel, click "Add from File" and download the template. After filling in the template, select the organization for which you want to create a user, then click the upload button to upload your file to the system.
- If loading via LDAP integration, select the "Via LDAP" option. (OnPrem)
2. After entering your user's first name, last name, mobile phone, email, organization (the institution they belong to), department, and permission group, click the Save button.
3. An activation email will be automatically sent to your user.
Organization Settings
This section contains organization-related settings within the application.
- Organization list
- Personnel list
- Department
- Sector
When you click on the organization list, you can view all organizations within the application. You can click on the organization name you want to manage to go to its details.
To add a department to your organization from the department pool, go to the "Departments" tab and click the "Create New" button. You can add pre-defined departments from the system to your organization.
You can add personnel to your organization by navigating to the Personnel tab.