User Management
In this page, you will find an overview of the functionalities of different users inside Electa, as well as a guide on creating, editing, and deleting users.
To add a new user, simply click on the “Add user” button and choose which type of user you wish to create from the dropdown menu.
*Note that only the Organisation Owner can create all five types of users.
Regardless of which type of user you are creating, you must always insert the email address of the user you wish to add and click “Send invite.”
You will then be redirected to the new user’s profile details. Meanwhile, an invitation has been sent to the user’s inbox. They must click on the link included in the invitation to create a new password in order to be able to access the Organisation space.
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To change a user’s “Name” as listed under User, you must do this in the right top corner by clicking and then “Edit Account.”
From the “Edit your account” area, users may edit their own information. Click “Update account” once you are done to save any changes made.
1.1. Video guide on creating a user
Under the “Users” tab, you have an overview of all of the users and operators of an organization. You can search for a user or operator in the “Email” search field at the top.
In Electa, there are 5 different user types, organized hierarchically based on their roles and permissions: Organisation Owner, Organisation Manager, Event Manager, Operator, and Auditor (see chart below).
Organisation Owners and Organisation Managers are the highest roles and thus have access to all elections and candidacies within a given organisation.
The Event Managers, Operators, and Auditors roles can only access elections and will need to be given access to those by an Organisation Owner or Manager. In this context, only Organisation Owners and Organisation Managers have access to all candidacies within a given organisation.
To give access to elections and/or candidacies, as an Owner or Manager, go to the given user’s profile by clicking on the button under the “ID” field.
Next to “Elections” or “Candidacies,” click the button to grant the user access to existing elections/candidacies by checking the relevant boxes.
2.1. Overview of user roles and permissions
This section gives an overview of the different user types and their roles within the organization’s site. The table/chart is organized with the following legend:
✅ Full Access: indicates that the user has full access and edit rights to the feature.
👁️ View Only: indicates that the user is allowed to view the feature, but cannot make any changes or edits.
🛡️ Access restricted: indicates that the user has limited access to the feature and that access can be given by the Organisation Owner or Organisation Manager.
Blank: indicates that the user has no access to the feature.