User Management

Users can be managed from the web portal by System Administrators.

How to add a new user

1. Go to Settings → Users → Create New User
   1. Complete the details of the user.
   2. It is important to select the correct Role for users in order to control permissions throughout the app.
   3. At this stage linking a user to a department is only relevant for the Work Orders module.
   4. Click save. The user has been created and they can access the web portal. They will receive a notification that they have been added as a user on the instance.
      See Access to SAMS for more detail.
      

How to edit a user

1. Go to Settings → Users → Edit
   You are able to update the details of the user with the exception of their mobile number.
   If the mobile number of a user has changed or it was captured wrong, it is advised to create a new user.

How to create a mobile user

1. Once a user has been created on the web portal, the following screen will be visible:
   (This screen is also accessible from Settings → Users → View)
   
2. Click "Create Mobile User".
   The following table 'Mobile User' will appear which indicates that the mobile user has been created:
   
   The Enrolment URL and Enrolment Barcode fields will be empty at this stage. These fields are only populated after ~ 10 minutes. (In order to refresh the screen, navigate away and back)
3. Once the Enrolment URL and Barcode fields are populated, the System Administrators can send Mobile App Enrolment text messages from the Web Portal as follow:
   1. Settings → Users → Mobile Users → Enrollment → SMS APK.

How to view your current user details

1. Navigate to Settings → Users → Current User

How to delete an existing user

1. If the mobile number of a user is wrong, it is advised to create a new user and delete the old user.
   To delete the old user navigate to Settings → Users and delete the user.
   This will unenroll the user from all the available roles, and remove them from any other team they belonged to (eg. Immovable Verification Team, Work Orders Responsible Person).
   
   
   

How to manage user Roles

Roles are used to enable and disable parts of the SAMS app for different users. It also manages the amount of data that is synced to mobile devices.
For example if you are only a user of the Work Orders module, then you should only have the role of Work Order Admin. This will ensure that the user has access to the Work Orders module on web and mobile, and that only the work orders data is downloaded to the user's device.

Users can be enrolled as multiple roles at a time. Take note that this makes the mobile application heavier and performance may be impacted. It is therefore advised that users of the mobile app are only enrolled as one role as a time.

1. Navigate to Settings → Roles
   
   All the available roles are listed and you can view the currently enrolled users, and users available to be enrolled as each role when clicking "View/Invite".
   These screens can be used to enroll and unenroll users to the listed roles.

To see all the roles a user has been enrolled as, navigate to Settings → Users