User Management Subsystem Screenshot Tour

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Here is a screenshot walkthrough of the User and Client Management Systems for Scire.

Start by logging in :) Image:login.png

The root user is in the Administrator's group and thus has the ability to create and edit all users and clients in the system. Let's start by viewing the Users page. Clicking on Users. Image:users.png

You can see the field titles with arrows are able to sort the data on those columns, in both directions (clicking changes the direction). Clicking fields without arrows just refreshes the page to the default sorting (defined in the settings). Clicking the username lets you edit the user's information. You can alternatively click the Edit or Delete links for the users, which do what you think they do. Clicking delete shows you this: Image:delete_user.png

Let's edit a user. Image:edit_user.png

You'll see the user's information and Groups the user belongs to as well as Permissions the user has on some clients. Lets add the user to a group (clicking the link at the bottom left). Image:user_addgroup.png

You can check and uncheck the user from various groups. They have a nested structure so that any user that is in Client Projects is also in Technology and also in Company Name (the base group). We will show more about groups later. Lets go back and assign a permission for the user instead (link on bottom right). Image:user_assign_permission.png

You'll see the user pre-selected. We'll show the full page later. Lets choose the access_to_mta permission and select some clients. You can select both Clientgroups AND individual clients. We'll select MTAs and testhostlead for a good example. We'll give a sample note and choose Active and Allow. You can see the resultant Permission at the bottom of the Edit User picture shown above.

The permission will also show up in the Permissions link from the Users and Clients pages: Image:users_permissions.png
Image:clients_permissions.png

Now where did those Groups come from? Lets go back to the Users page and click the Groups link on the top left. Image:users_groups.png
Lets add a usergroup (link on left). Image:users_addgroup.png
Clicking Add takes us back to the Users Groups page. Lets Edit the new "Screenshot Lovers" group we made. Image:users_editgroup.png
Lets change the Parent Group to Sales, since all Screenshot Lovers are Sales people (make believe). You can see the results on the Users Groups page: Image:users_groups2.png

Ok lets switch over to the clients pages for awhile. Most of the same functionality shown for Users also applies in the same way to Clients. Client Groups and permissions work in the same fashion. Clicking on Clients at the top gives us a list of active clients Image:clients.png
There are a lot of fields we could show about each client in this screen, and if we showed them all they would not fit well. Therefore you choose the fields that are viewable in the clients and users screens in the Settings page. Lets take a detour and go look at those for a second. Clicking Settings at the top right takes you there. Image:settings.png

Here you can change some general system-wide settings, such as the starting page upon login or the theme. Lets change the theme to a playful example of theme changes, the Light Blue theme. Image:settings1.png
Yeah, that's quite ugly. Best to change back. Now to the Clients Page settings (link on left). Image:settings_clients.png
Here we can choose which fields show up, which order to show them in, which field to sort on, and which direction to sort (that's a lot in one small screen!). Only sortable fields will have the radio buttons to sort on. The users and jobs settings pages are very similar.

Lets go back to the Clients page now. Since we're an administrator, we can click the "Status Filter" dropdown and select non-active clients to view. Image:clients2.png
Lets select Pending. When a client first runs the Scire Client program, they will submit their certificate to Scire and a digest will be created. Then the client's information will be gathered and they will be added as a Pending client. The pending clients can either be approved or rejected. Image:clients_pending.png
(this client's digest has been edited out) Also note that the fields will change to these fields in the Pending view regardless of the defined settings (these fields are the important ones in deciding whether or not to approve a client).

Lastly, lets look at the User Interface Permissions, which when turned on, define whether or not a given user has the ability to go to a given page and/or add/edit/delete content. These permissions are defined in the UI Permissions page (link on left side of Settings page). Only authorized people should even see this link. Image:ui_perms.png
Clicking on the Add Permission link to add one. Image:ui_perms_addperm.png
This functions very similarly to the Assign Permissions page. Choose a set of usergroups and/or users and give them a permission to the user-interface. These are then applied in the backend. Only a very small subset of what will exist are shown here.

This concludes the screenshot tour of the user management subsystem! Hope you enjoyed it. It took me freakin forever to make it :P

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