ODP manager can manage users within ODP by using Admin > Users Menu like the one appears below.
Within ODP, users can be enrolled by two ways:
I. ODP Manager can send email invitation to users with their email-id
II. User can enrolled themselves by using sign-up form available within ODP. Please be noted, users should have been intimated with portal URL to enrol themselves.
On both scenarios, user should fill-up registration form to get enrolled themselves.
Inviting users to get register with ODP
- Go to Admin > Users menu and click the link Invite people via email
.
- A pop-up screen will appear to
- Enter email id of user.
- In case more users to be invited, enter email ids of all users separated by comma.
- Select desired role for users in ODP by selecting from the drop down 'Add to Group'. There are 3 options; Visitors, Contributors & Managers and choose relevant role for the users.
- select 'Notify people' to send invitation by email to the users.
- Now users will be receiving your invitation email with instructions to Sign-Up/Log-in. Users will enrol themselves by filling up the form like below.
User Account Approval
- When user completes his Sign-up/Registration, ODP manager will receive an email to approve the request. It will also appear under Admin > Users menu like below.
- Now, ODP Manager can click either Approve or Reject link on the account request like below. Once the action is completed, user will be intimated by email with status of his account (either approved or rejected).
- When user completes his Sign-up/Registration, ODP manager will receive an email to approve the request. It will also appear under Admin > Users menu like below.
- Approved user account will be displayed as shown below with default role.
Note: Default Role for users will be set by ODP Manager under Admin > General Settings.
- Approved user account will be displayed as shown below with default role.
To change user status:
Select User(s) by clicking check box against each user. Then, go to the bottom of user list page. Select status in drop down window and click Apply.
Now the page will be refreshed and it will show the new role assigned to that user.
Setting up default role for users within ODP
The default role of users can be set by ODP manager under Admin > General Settings page. Users will be assigned to default role automatically when ODP manager approves an user request.
To change default role per, go to Admin > General settings page, scroll down and look for 'Default Permission' drop down. Choose any one and hit save button at the bottom.
A brief about various default permissions and their behaviour
None
When this permission is set any registration comes to the manager and he has the right to approve or reject the registration. When approved the user will be a visitor.
Visitor role
With this permission any person who registers will become a visitor by default
Contributor role
With this, the registered person will become a contributor by default.
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