1. create and manage users,
   
2. create and manage user groups,
   
3. assign and unassign permissions.
   

Users

To use Connect, users must have a CPL user account.

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

1. To add a user:
   
1. Click Add New User:
   
   
2. Fill in the details.
   
3. Click Submit:
   
   
   

1. To import users:
   
1. Click Import Core Users:
   
   
2. This will automatically create Connect accounts for CPL users who haven't joined yet.
   
3. Their CPL and Connect accounts will be linked.
   
4. They will receive an email with a temporary Connect password that they will need to change.
   
   
2. To view inactive users:
   
1. Toggle Include Inactive:
   
   
   
3. To deactivate a user:
   
1. Click the red power icon.
   
2. The icon turns green.
   
3. To reactivate the user, click the icon again.
   
1. Ensure Include Inactive is toggled to view deactivated users.
   
   
   
   

1. To edit a user:
   
1. Click the blue icon at the start of their row:
   
   
   
   
2. The Profile Details section will appear at the top:
   
1. To edit it, click the blue pencil icon:
   
   
2. To save changes, click the green save icon below the section.
   
   
3. To add a permission:
   
1. Select the category and permission under User Permissions.
   
2. Toggle Granted on.
   
3. Click Assign.
   
   
4. To deactivate a permission:
   
1. Select the category and permission under User Permissions.
   
2. Toggle Granted off.
   
3. Click Assign.
   
   
5. To remove a permission:
   
1. Click the red bin icon next to it.
   
   

1. To change a user's password:
   
1. Enter the new password in the Password field.
   
2. Confirm it in the Re-enter Password field.
   
3. Click Save Changes.
   
   
1. To resend email invitations to all CPL users that haven't signed up for Connect yet, click Resend Invitations:
   
   
   

User Groups

User groups make it easier 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 + 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 + sign next to [Group Name] Members.
   
   
4. To view members, click 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 users and groups.

Permissions are organised by categories under Categories. 

1. To assign a permission to a user:
   
1. Click on the name of a category (e.g. Settings).
   
2. Click the first blue button on the right.
   
3. Choose the user's email from the User drop-down.
   
4. Select the appropriate permission.
   
5. Check the Grant/Deny box to activate it immediately or leave it unchecked to enable it later.
   
6. Click Add.
   
   

To see which permissions are available in a category, add a user or user group and check the Permission drop-down in the pop-up window.

1. After assigning a permission to a user:
   
1. The other permissions in the category will appear for them.
   
2. The selected permission will be colour-coded:
   
1. red for denied (inactive)
   
2. green for granted (active)
   
3. The remaining permissions are greyed out by default. 
   
4. To toggle them, click the round white button until it shows the desired colour.
   
   
   
   
2. To assign permissions to a user group:
   
1. Click the second blue button on the right.
   
2. Chose a group.
   
3. Select the permission.
   
4. Check Grant/Deny to activate immediately.
   
5. Click Add.
   
   
   
   

Permissions assigned to both users and user groups will appear under the relevant permission:

Permissions can be managed within a user's profile or on the Permissions page.

The Permissions page is useful for managing permissions across multiple users and groups.