Manage

This tab allows you to locate existing users, then edit or delete them.

Search for
Enter a keyword (or part of a word) matching all or part of any of the following fields: Description, Username, Real Name. A cookie will store the value entered here for future searches. Click the Search button to execute the search. Click the Reset button to blank out the field. If the Search button is clicked with no search criteria, all user records will be returned.

Show Admin users only
Check this box prior to clicking the Search button to restrict the results to Admin users only. An "Admin user" is one who has some combination of Add, Edit or Delete rights and is not assigned to any tree.

Edit/Delete
Click on the appropriate icon in the Action column to edit or delete the user record listed on that row.

Add New / Modify Existing Users

To add a new user, click on the Add New tab, then fill out the form. To edit an existing user, click on the Manage tab, then locate the user using the Search utility and click the Edit icon next to that user.

Fields available on both the Add New User and Modify Existing User screens include:

Description
Give your user a short description to help you remember who it is. For example, you might enter "Site Administrator" or "Aunt Martha".

Username
A unique one-word identifier for this user (no two users may have the same username). The user will be required to enter the username when logging in. 20 characters max.

Password
A secret word or string of characters (no spaces) that this user must also enter when logging in. When entered by the user in the appropriate field, the actual characters typed will be replaced on the screen by asterisks or some other character for privacy. 20 chars max. The password is encrypted in the database and may not be retrieved for viewing by anyone, including this user.

Real Name
The actual name (if applicable) of the user assigned to this information.

Phone, E-mail, Web Site, Address, City, State/Province, Zip/Postal Code, Country, Notes
Optional information pertaining to the user.

Do not send mass e-mail to this user
Check this box if you do not want any mass e-mail (see below) to be sent to this user.

Rights
See below for details on the rights that may be assigned to users.

Required fields: You must enter a username, a password, and a user description.

Delete Users

To delete one user, click on the Delete icon next to that user on the Manage tab. To delete more than one user at a time, check the Select box next to each user to be deleted, then click the Delete Selected button.

Review

Click on this tab to manage records for new user registrations. These user records will not become active until they are edited and saved the first time. Once a record becomes active, it will no longer be displayed on the Review tab.

Notify
Check this box to send an e-mail notification to the new user upon activation.

Message
The text of the e-mail message that will be sent to the new user upon activation. Changes may be made prior to sending.

Rights

This is a description of permissions that can be assigned to a user.

Allow to add new records
User may enter the Admin area to add new records.

Allow to edit existing records
User may enter the Admin area to edit existing records.

Allow to submit edits for administrative review (People, Families and Sources only) User may not enter the Admin area for editing purposes. Tentative changes may be made from the public area by clicking on the small Edit icon next to eligible events on the Individual and Family Group pages. Changes do not become permanent until approved by the administrator.

No Edit rights
User may not make changes to existing records.

Allow to delete existing records
User may enter the Admin area to delete existing records.

Allow to view information for living individuals
User may view information for living individuals while in the public area.

Allow to download GEDCOMs
User may use the GEDCOM tab to download a GEDCOM file from the public area.

Allow to view LDS information
User may view LDS information while in the public area.

Access Limits

These define the limits of a user's rights. All users (including anonymous visitors) may view information for deceased individuals at any time. No rights or access limits are required.

Allow access to all system settings
Check this option to allow the user to access system-wide options, such as the General Settings or Users.

Restrict to Tree/Branch
To restrict a user's rights to a particular tree, select that tree here. To restrict rights to a particular branch within the selected tree, select that branch here as well.

E-mail

This tab allows you to send e-mail to all users, or all users assigned to a particular tree/branch combination.

Subject
The subject of your e-mail.

Text
The body of your e-mail.

Tree
If you want to send this message only to users assigned to a particular tree, select that tree here.

Branch
If you want to send this message only to users assigned to a particular branch within the selected tree, select that branch here.