Understanding Users

The Users feature in the Resilience Connect web app defines user accounts. The Users module captures essential information about each user in the system. It allows administrators to:

• Manage user profiles effectively.

• Assign roles and permissions.

• Maintain up-to-date contact and operational details.

Below is a detailed guide to understanding and configuring the fields and functionalities in the Users module.

IMPORTANT: When onboarding an organization, we will assign certain users as Organisation Admins. These admins will have the ability to create users, assign roles, and manage all user-related activities within the organization.

Key Fields in the Users Module

1. Name: Records the full name of the user.

2. Gender: Select the user's gender from the dropdown options.

3. Status

   1. Activates or deactivates a user's profile.

   2. Active users can access and perform functions based on assigned permissions.

   3. By default, the Status box is checked.

Users cannot delete accounts can change the status to In-active.

1. Supervisor: Defines the reporting hierarchy by specifying the supervisor for the user. They must be a user in the system.

2. Role: Assign a role to the user, impacting their permissions and responsibilities.

NOTE

Organisation Admin users cannot be created/edited directly.

Contact [email protected] for changes to Organisation Admins.

1. Email : Stores the user's email address for communication and login. This has to be unique to every user.

2. Mobile Number: Stores the user's mobile number. This has to be unique to every user.

3. Language: Specifies the user's preferred language.

The Resilience Connect mobile app supports seven languages (English, Marathi, Bengali, Hindi, Kannada, Nepali, Telugu), but the web app currently supports only English.

1. State/Province : Specifies the user's operational region, populated based on the organisation's country. Example: For Indian organisations, all 28 states and 8 Union Territories appear in the dropdown.

2. District: Specifies the district where the user is assigned to work, based on the selected state/province.

3. Block:An optional field indicating the third level of the location hierarchy, configurable by the organisation.

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Searching for Users

The Search Users feature allows users to locate profiles quickly and refine results using specific categories.

Steps to Search Users

1. Navigate to the Users module.

2. Enter the user’s name, email, or mobile number in the search bar.

3. Press Enter or click on the Search Icon to view matching results.

   

Steps to Refine Search Results

1. Perform a basic search.

2. Use the filter options below the search bar to narrow results:

   • Role: Filter by user role (e.g., Admin, Field Worker).

   • Language: Find users by preferred communication language.

   • Supervisor: Search for users reporting to a specific supervisor.

   • State/Province: View users by regional location.

   • District: Narrow results by district.

   • Block: Refine search further within a district.

   • Active/Inactive: Filter users by status.

     
3. Apply the filters and press Enter to refresh results.