User Management   

Description: Welcome to the User Management page. This page allows users the capability to create, view and edit User profiles in the YouthBuild system. The User Management Overview section, located in the middle of the page, displays the following information: User, Role and Status. See Additional Information about the User Management page.

 

Functions: This page contains the following functions:

 

Add New User

Complete the following to Add a New User to the YouthBuild system:

  • Click the Add New User link located on the right hand side of the page. This will open the User Management page and display the Add New User form.

  • To complete the form Click Here.

  • Once completed the User profile will be displayed under the User Management Overview section.

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View a User Profile

Complete the following to view a User profile:

  • Select a user under the User column. This will open the User Management page and display the Update User form.  

  • To update this form, Click here. Otherwise, click the image37.gif (Cancel) button to return to the User Management page.

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Additional Information

The User Management page is also the fist page Users will see when selecting the Admin tab. This page is the hub or starting point for all other management links/functions under the Admin tab. The links or functions as there often referred to, are located at the top of the page directly below the main tabs. The links are:

Links on the Users Management Page

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  • User: This link will direct users to the User Management page where users have the capability to create, view and edit User profiles in the YouthBuild system.

  • Sub-Grantee: This link will direct users to the Sub-Grantee Management page where user have the capability to create, view and edit Sub-Grantee records in the YouthBuild system.

  • Cohort: This link will direct users to the Cohort Management page where users have the capability to create, view and edit Cohort records in the YouthBuild system.

  • Team: This link will direct users to the Team Management page where users have the capability to create, view and edit Team records in the YouthBuild system.

  • Group Service: This link will direct users to the Group Service Management page where users have the capability to create, view and edit Group Service records in the YouthBuild system. Users will also be able to access the Service Provider Management page from the Group Service Management page.

  • #Group Note: This link will direct users to the Group Note Management page where users have the ability to create, view, and edit the previously created Group Note records.

  • Case Transfer Log: This link will direct user to the Case Transfer Log page where users will be able to view all cases that have been transferred from one user to another.

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