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User Management

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Product Summary

User Management component provides enhanced User Management functionality accessible within AppBase solution. 

User Management component includes the following parts:

  • Users -  a page with Create-Read-Update-Delete functions and a Search function. 
  • Roles - a page with Read-Update functions and a Search function. Allows to appoint a Role for a User. Also allows to appoint access abilities to the Role (and consequently to all Users with a certain Role).
  • Groups - a page with Create-Read-Update-Delete functions and a Search function. Allows to join Users into Groups.

  • Screenshots
  • AppBase Features
  • Specifications

Screenshots

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AppBase Features

Page has a standardized interface with:
  • Search panel at the right with Search and Reset buttons
  • Refresh, Create User buttons on the left side of the action menu, Create Extensions for Users, Sync with Active Directory button on the right side
  • Close Window button in the right top page corner 
  • Edit, Remove User from Solution buttons under row settings button
  • Grid with abilities to sort values, hide/show columns, changing of the column order and pagination


User creation page has a standardized interface with:

  • Save, Save and Close buttons on the left side of the action menu, Close Window button on the right side
  • Set of fields (required fields are marked as *)


  • User Modify page has a standardized interface with:

    • Save, Save and Close, Edit User Profile buttons on the left side of the action menu, View User Data, Recent Logins, Close Window buttons on the right side
    • Three management Tabs:
      • Manage Groups
      • Manage Roles
      • View All Roles

    2. Roles

    Page has a standardized interface with:

    • Search panel at the right with Search and Reset buttons
    • Export Security (Activity Permissions, Menu Item Permissions, Pools Permissions, Report Permissions) button on the left side of the action menu
    • Close Window button in the right top page corner
    • Edit button in a row menu
    • Grid with abilities to sort values, hide/show columns, changing of the column order and pagination

    Role Modify page has a standardized interface with:

    • Refresh button on the left side of the action menu, Close Window button on the right side
    • Five management Tabs:
      • Pools
      • Activities
      • Groups
      • Users
      • View all Users


    3. Groups

    Page has a standardized interface with:

    • Search panel at the right with Search and Reset buttons
    • Close Window button in the right top page corner
    • Search, New Group buttons on the left side of the action menu, Export Groups, Import Groups button on the right side
    • Edit, Delete buttons in a row menu
    • Grid with abilities to sort values, hide/show columns, changing of the column order and pagination
       

    Group creation page has a standardized interface with:

    • Save button on the left side of the action menu, Cancel button on the right side

    Group Modify page has a standardized interface with:

    • Save, Save and Close buttons on the left side of the action menu, Close Window button on the right side
    • Two management Tabs:
      • Manage Users
      • Manage Roles

Specifications

Create a new User

Prerequisites:

  1. User logged in to the System
  2. User opened Users page.

#

User

System

1.       

Click on the Create User button

 

2.       

 

Open New User tab

3.       

Add First Name

 

4.       

 

Check that required field is filled in

5.       

 Add Last Name

 

6. Check that required field is filled in
7.Add Email 

8.       

 

Check that required field is filled in

9.       

 

Check Email format

10.       

Add Phone (optional)

 

11.       

Add Fax (optional)

 

12.    

Add User Login

 

13.    

 

Check that required field is filled in

14.Add Password 
15. Check that required field is filled in
16.Add Confirm Password 
17. Check that required field is filled in
18.Choose Status from a dropdown list (default value is 'Active') 

19.    

Click on the Save or Save and Close button

 

20. 

If all required fields are filled in AND Email is of a correct format AND passwords match:

  • Add new row to the database and keep the page open or close the page

21.    

 

If not all required fields are filled in OR Email is not of a correct format OR passwords do not match:

  • Display Error Panel with a list of Errors

Note: On click on the Refresh button system must erase all page field values.

Edit an existing User

Prerequisites:

  1. User logged in to the System
  2. User opened Users page
  3. At list one row added to the list

#

User

System

22.    

Click on the Edit button or make a double click on the row

 

23.    

 

Open User-username tab

24.    

Choose Managed By value (optional) 

 

25.    

Add/edit Location (optional)

 

26.    

Add/edit Position (optional)

 

27.    

Add/edit Description (optional)

 

28.    

Check/Uncheck Assignment not available (optional)

 

29. Check/Uncheck Receive system notifications (optional) 
30. 

Check necessary Groups in Available Groups and Selected Groups sections in a Manage Groups tab and:

  • Click  to add chosen Groups from Available into Selected
  • Click  to add all Groups from Available into Selected
  • Click  to add chosen Groups from Selected into Available
  • Click  to add all Groups from Selected into Available
    (optional)
 
31. After each click on a button in a Manage Groups tab modify existing row at the database and reload the section
32. 

Check necessary Roles in Available Roles and Selected Roles sections in a Manage Roles tab and:

  • Click  to add chosen Roless from Available into Selected
  • Click  to add all Roles from Available into Selected
  • Click  to add chosen Roles from Selected into Available
  • Click  to add all Roles from Selected into Available
    (optional)
 
33. After each click on a button in a Manage Roles tab modify existing row at the database and reload the section
34.  Click on Edit User Profile to edit basic User data (optional) 
35. Open Edit User Profile pop up window
36.   Disable User Login field
37. Edit First Name (optional) 
38. Check that required field is filled in
39.Edit Last Name (optional) 
40. Check that required field is filled in
41.Edit Email (optional) 
42. Check that required field is filled in
43. Check Email format
44.Add/edit Phone (optional) 
45.Add/edit Fax (optional) 
46.Edit Status (optional) 

47.    

Click on the Save or Save and Close button in a Edit User Profile pop up window

 

48. 

If all required fields are filled in AND Email is of a correct format:

  • Use the corrections into User-username tab and keep the pop up window open or close the pop up window
49. 

If not all required fields are filled in OR Email is not of a correct format:

  • Display Error Panel with a list of Errors
50.Close Edit User Profile pop up window if it is opened 
51.Click on the Save or Save and Close button in a User-username tab 

52.    

 

Modify existing row at the database and keep the tab open or close the tab

Note: On click on the Refresh button system must restore all values from the database.

 

Delete an existing Users

Prerequisites:

  1. User logged in to the System
  2. User opened Users page
  3. At list one row added to the list

#

User

System

53.    

Click on the Remove User from Solution button

 

54.    

 

Open pop up window: “Do you want to remove user 'username' from solution?

Buttons: Yes, No 

55.    

If user click on the NO button

Close the pop up window, no changes to the database

56.    

If user click on the Yes button

Close the pop up window, delete User from the database, update Users List

 

Edit an existing Role

Prerequisites:

  1. User logged in to the System
  2. User opened Roles page
  3. At list one row added to the list

#

User

System

1.    

Click on the View Role button or make a double click on the row

 

2.    

 

Open Edit Role-rolename tab

3. 

Switch to Groups tab (optional)

Check necessary Groups in Available Groups and Role Groups sections in a Groups tab and:

  • Click  to add chosen Groups from Available into Role
  • Click  to add all Groups from Available into Role
  • Click  to add chosen Groups from Role into Available
  • Click  to add all Groups from Role into Available
 
4. After each click on a button in a Groups tab modify existing row at the database and reload the section
5. 

Switch to Users tab (optional)

Check necessary Users in Available Users and Role Mambers sections in a Users tab and:

  • Click  to add chosen Users from Available into Role Members
  • Click  to add all Users from Available into Role Members
  • Click  to add chosen Users from Role Members into Available
  • Click  to add all Users from Role Members into Available
 
6. After each click on a button in a Users tab modify existing row at the database and reload the section

 

Create a new Group

Prerequisites:

  1. User logged in to the System
  2. User opened Groups page.

#

User

System

1.       

Click on the New Group button

 

2.       

 

Open Create New Group pop up window

3.       

Add Name

 

4.       

 

Check that required field is filled in

5.       

 Add Description (optional)

 

6.    

Click on Save and Close button

 

7. 

If Name field is filled in:

  • Add new row to the database and close the pop up window

8.    

 

If Name field is empty:

  • Display warning popup 'Name field can not be empty'

Edit an existing Group

Prerequisites:

  1. User logged in to the System
  2. User opened Groups page
  3. At list one row added to the list

#

User

System

9.    

Click on the Update group Supervisor button or make a double click on the row

 

10.    

 

Open Group-groupname tab

11.    

Add/edit Description (optional) 

 

12. 

Check necessary Users in Available Users and Group Members sections in a Manage Users tab and:

  • Click  to add chosen Users from Available Users into Group Members
  • Click  to add all Users from Available Users into Group Members
  • Click  to add chosen Users from Group Members into Available Users
  • Click  to add all Users from Group Members into Available Users
    (optional)
 
13. After each click on a button in a Manage Users tab modify existing row at the database and reload the section
14. 

Check necessary Roles in Available Roles and Group Roles sections in a Manage Roles tab and:

  • Click  to add chosen Roless from Available Roles into Group Roles
  • Click  to add all Roles from Available Roles into Group Roles
  • Click  to add chosen Roles from Group Roles into Available Roles
  • Click  to add all Roles from Group Roles into Available Roles 
    (optional)
 
15. After each click on a button in a Manage Roles tab modify existing row at the database and reload the section

16.    

Click on the Save or Save and Close button

 

17.    

 

Modify existing row at the database and keep the tab open or close the tab

Note: On click on the Refresh button system must restore all values from the database.

Delete an existing Group

Prerequisites:

  1. User logged in to the System
  2. User opened Groups page
  3. At list one row added to the list

#

User

System

18.    

Click on the Delete button

 

19.    

 

Open confirmation pop up window: “Are you sure you want to delete group 'groupname'?

Buttons: OK, Cancel

20.    

If user click on the Cancel button

Close the pop up window, no changes to the database

21.    

If user click on the OK button

Close the pop up window, delete Group from the database, update Groups List

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