MANSOQ Access & roles
Create a user
This flow describes how to create a new user account in MANSOQ. You create the user from the Users tab of an organization, a responsibility, or a department. Pre-requisites - You have the permission listed below. Permissions Permission Access…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to create a new user account in MANSOQ. You create the user from the Users tab of an organization, a responsibility, or a department.
Pre-requisites
- You have the permission listed below.
Permissions
| Permission | Access |
|---|---|
| Can create User in care | Lets you create a new user account. |
Steps
1. Open the Users tab
Open the Users tab of an organization, a responsibility, or a department.
- For an organization or a responsibility, go to Admin, then Organizations. Select Governance, Suppliers, or Responsibilities. Select one item, then open Users.
- For a department, go to the facility, then Settings, then Departments. Select one department, then open Users.
2. Open the new user form
Click Add User. MANSOQ opens the Add New User panel.
3. Complete the user details
Enter the details of the person.
| Components | What it captures |
|---|---|
| Prefix | An optional title, for example Dr., Mr., Mrs., Ms., Miss, or Prof. |
| First Name | The person's first name. Required. |
| Last Name | The person's last name. Required. |
| Suffix | An optional suffix after the name. |
| Username | A unique sign-in name, 4 to 16 characters, lowercase letters, numbers, underscore, or hyphen. Required, and you cannot change it later. MANSOQ checks that the name is available as you type. |
| The person's email address. Required, and you cannot change it later. | |
| Password Setup Method | Select Set password now to set a password immediately. Select Send email invitation to email the person a link to set their own password. |
| Password / Confirm Password | Required only if you select Set password now. At least 8 characters, with an upper case letter, a lower case letter, and a digit. |
| Phone Number | The person's phone number. Required. |
| Gender | Male, Female, Transgender, or Non Binary. Required. |
| Responsibility Assignments | One or more pairs of Responsibility and Designation. MANSOQ links the new user to each responsibility that you add. Optional. |
| Government organization | The government organization of the person. Select it one level at a time, for example State and then District. Optional. |
Note: The default country setting of your deployment controls the phone number format on this screen.
Note: MANSOQ lists each responsibility one time only. Click Add Another to add one more pair.
4. Create the user
Click Create User. MANSOQ creates the account and shows a confirmation message.
If you select Send email invitation, MANSOQ emails the person a link to set up the password.
5. Link the user
If you work in a responsibility, and you already added a responsibility assignment for that responsibility, MANSOQ skips this step.
In all other conditions, MANSOQ opens the Link User panel. Assign the role of the new user in this panel. See Assign a role to a user.
Expected Outcome
- MANSOQ creates the user account.
- MANSOQ shows the message "User added successfully".
- The person receives an email with a link to set up the password, if you select Send email invitation.
- MANSOQ links the user to the responsibilities and designations that you select.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.