How to create, edit and delete users
To manage your District Engage users, use the People tab on the Top-level menu.
The People window displays all users currently registered with your District Engage website. You can view roles and registration details, and add new users.
Note: You may not have permission to add, remove, or view users. To query your permissions status contact your District Engage administrator.
Creating a new user
When adding a new user, you must assign an appropriate system role to that user.
A system role is a role with application-wide permissions, such as permission to access the dashboard. It is not specific to a team or project.
Click here for more info on the available system roles.
To create a new user:
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Log in to your District Engage website.
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In the top right of your screen, click your username, then Dashboard.
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In the left-hand menu, click People. This takes you to the All users window.
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Click on the + icon located on the right hand side of the screen.
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Provide a display name. The recommended format is Firstname.Lastname.
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Provide a unique email address.
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Assign a system role to the user. This grants the user application-wide permissions. Make sure you assign the right role for this user’s required level of access. Never assign a user more access than is required for their role.
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Select a Team and Team role, if applicable.
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Click Save to confirm changes.
Once you have created an account for a new user, they will be able to access their account via the Login button at the top of your District Engage website. New users will need to set up a new password to login.
For more information about logging in as a new user, click here.
Edit a user
You can assign users different roles and permissions at any time.
To edit a user:
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Log in to your District Engage website.
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In the top right of your screen, click your username, then Dashboard.
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In the left-hand menu, click People. This takes you to the All users window.
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Select the user you want to edit.
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Update the user’s details or change their roles, team and team role, and projects.
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Save your changes.
Delete a user
Important: deleting a user from your District Engage website will lose all their associated roles and permissions, and cannot be undone.
To delete a user:
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Log in to your District Engage website.
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In the top right of your screen, click your username, then Dashboard.
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In the left-hand menu, click People. This takes you to the All users window.
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Select the user you want to delete.
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Click on the Delete tab.
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A prompt will warn you that this action cannot be undone. Click Yes, Delete this user to proceed.
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The user is now deleted.