FAQ - Web Managers

Question
Approve Users
Answer

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 The "Approve Users" page allows you to see everyone that has just applied to use your website. This page can only be accessed by someone who is a web manager for your system. A web manager is someone who can approve other users and give them access to the various other secure web pages. The purpose of this page is to allow you to confirm the identity of a user before giving them access. 

 

To give someone secure access to Ava via the web is a two stage process: 

  1. Authentication or approval:When a new user applies to your website through the register page, their details are saved and a notification email is sent to an email address of your choice. A web manager must then log-in to either approve or delete this new user's application. The "Approve Users" page shows each unapproved "web user" and some details to help identify them.  
  2. Configuration: Once the new user has been approved or authenticated, the manager can then use the "Configure Users" page to allow access to different parts of your website as appropriate.

 

How to approve a new user:

  • To select a user, either click the "Select" button on their row in the table of unapproved users or type their username into the box at the top and click the "Get web user profile" button.
  • Now you will see some user information. Use this to verify their identity and proceed with the approval process if appropriate.
  • You can edit the users email or phone by clicking the respective "Edit" button, changing the value and clicking the "Save" button
  • To approve a user, you need to link their web profile to a main back office profile. If they do not yet have a back office profile, you will need to create a new back office profile for them.

 

Approving a user that is reapplying:

If they are reapplying (for example if they have forgotten their username, password and security answer), you can link their new web profile to the existing back office profile.

Do this by clicking the "Option: Select a current back office profile…" bar, typing the user's surname into the box and clicking the "Find current surnames" button. Choose an appropriate user from the list and click the "Link" button.

 

Approving a totally new user:

If a user is totally new and has not got an existing back office profile, create a new one by clicking on the "Option: Approve web profile as a new back office entry" bar.

The back office entry fields will be automatically populated with the information the user entered during the web application process.

Back office entries can be created according to your needs. For example groups of people can be configured as "Staff" and "Workers", or "Manager" and "Customer". Exactly what these groups of people are called is entirely user configurable so that our application can fit your needs precisely.

Click on the appropriate button at the bottom of the "Option: Approve web profile as a new back office entry" bar to approve the user as an appropriate type (E.g. Employee or Manager).

 

Deleting a web profile application:

If you want to delete a web profile, just click the "Option: Delete the above web profile box" and then click the "Delete selected web profile" button and it will completely wipe the web profile from the system.

Once you remove a user's approval then that user is immediately stopped from accessing your website. If they are linked to a back office profile, this profile is spared to preserve the audit trail and user activity history.




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This FAQ was last updated on 05 September 2011

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