Users

Select this submenu under Users to create and manage individual users.

1. To add a user, click the Add New User button, fill in the user details and click Submit. 
   

1. Click the Import Core Users button to send an invitation email to CPL users who haven't joined Connect.
   
   
2. Toggle Include Inactive to also view inactive users.
   
   
3. To deactivate a user, click the red power icon at the start of the user's row. This will turn the button green, allowing you to click it again to reactivate the user (make sure to toggle Include Inactive to see deactivated users).
   
   
   
   

1. Click the blue icon with a white figure at the beginning of the row to edit a user's details.
   
   
1. After loading the user details, save any changes in the Profile Details section by clicking the green save icon below it.
   
   
2. To add a permission, select the category and specific permission under User Permissions, toggle Granted on and click Assign.
   
   
3. To deactivate a permission, select the category and specific permission under User Permissions, toggle Granted off and click Assign.
   
   
4. To remove a permission completely, click the red bin icon next to it.
   
   
   
   
5. To change a user's password, replace the existing one in the Password field in the Change Password section, then confirm it in the Re-enter Password field. Click Save changes.

User Groups

User groups make it easy to assign tasks or permissions to multiple users at once. Select this submenu under Users to create and manage user groups. 

1. To create a user group, click the plus sign next to User Groups.
   
   
2. To rename a group, click the blue pencil icon next to its name.
   
   
3. To add users to a group, select the group, then click the plus sign next to [Group Name] Members.
   
   
4. To view current members, click on the group's name.
   
   
5. To delete a group or member, click the bin icon next to it.
   
   
   

Permissions

Select this submenu under Users to manage permissions for individual users and user groups.

1. Permissions are organised into categories listed under the Categories header.
   
   
2. Click on a category to assign permissions to individual users or user groups.
   
   
3. To assign a permission to a user, select a category (e.g. Settings) and click the first blue button on the right. Choose the user's email from the User drop-down, then pick the appropriate permission. Check the Grant/Deny box to activate it immediately or leave it unchecked to enable it later. Click Add.
   
   
4. After adding the user, other permissions in the category will also display for the user. The selected permission will be colour-coded: red for denied (inactive) and green for granted (active). The remaining permissions are greyed out by default but can be toggled by clicking the round white button until it shows the desired colour.
   
   
5. Click the second blue button on the right to assign permissions to a user group. Select the group and permission, check Grant/Deny to activate immediately if needed, then click Add.
   
   
6. You can assign permissions to both users and user groups and both will appear under the relevant permission:
   
   

Permissions can be managed in two places: within a user's profile details or directly on the Permissions page. The Permissions page is especially useful for managing permissions across multiple users and groups.