Page Comparison

Application Users are people who work for your organization and will be using Mifos X to track all the information about your organization's operations. For example a , an accountant working in at a branch need needs a user account in this application to  to track all the accounting related tasks and information. Similarly, a branch manager needs a user account to manage his/her client's portfolios.

In this section of the manual , you will learn how to add/, delete and or modify your organization’s users. These are people with system access working at the offices within your organization. They are subject to different restrictions based on the roles assigned to them (by the system administrator).

Before setting up usernames, the organization should give thought to the standard that will be used throughout the organization.  This This may be first.lastname; it may be a numerical identifier such as 101lastname (indicating the main office) or 201lastname indicating a branch office.  Whatever the method adopted by your organization, it should be consistently used when creating users.

From the main screen, click on Admin then select Users from the drop down list.

Image Removed

A list of users created within your organization will be generated in a chart. Information included in the chart will beImage Added

This will launch the users page that displays a list of Users with their details (refer to the screenshot below) such as:

• First Name
• Last nameName
• Email
• Office

Image RemovedImage Added

Tip: User Use the Filter by Name feature at the top of the screen to save time scrollingavoid scrolling through all the entries. Just begin typing the name you are looking for and Mifos X will automatically narrow down the search for you.

View Application Users

 To view a user click on their name on the chart, this will open their profile. There will be additional information displayed:

• Login Name
• Roles assigned to this user

Image Removed

Once you have opened a user profile, you are able to perform the following actions:

• Edit user
• Delete user
• Change a password

Create an application user

Create a User

Tip: Before you start to create Users, please ensure that you have created their respective Roles (for more information, see Manage Roles and Permissions). 

Start this process by clicking on the blue Create User button Image Removed  at  button at the top-right corner of the Users screen screen.

Image Added

You will then be prompted to fill in a series of fields and define the new user's office and role(s), such as:

• Username
• First Name
• Last Name
• Email

Image Removed

• You are able to auto-generate a password or 
• Alternatively un-click the selected button - this will open the fields Password and Repeat Password allowing Office
• Selected Roles

NOTE: Fields marked with asterisks ('*') are mandatory.

• By default, the Auto generate password checkbox will be checked. It will send an auto generated password to the provided Email ID.
  
  
• Alternatively, un-checking the box will allow you to provide a password manually. This will give you access to the Password and Repeat Password fields that allow you to create your own password.

Image RemovedImage Added

• Select the home associated office of the new user from the drop-down menu:

Image RemovedImage Added

• Select a role (s) from the multi-choice menu - to select Available Roles menu to be added to the Selected Roles  section by clicking the Image Added button. To add more than one role at once, hold the Ctrl key while clicking on the appropriate roles. Selected roles while will be highlighted in blue .

Image Removed

Once the information is complete, click the Submit button.

• and then you can forward all of them at once to the Selected Roles section.

Image Added

• To remove a role from the Selected Roles section, select the role and click the Image Added button.

Image Added

Once you have filled all the information fields, click the Submit button.

View User's Profile

 To view a user, click on their name on the list and their profile will open. There will be additional information displayed such as:

• Login Name
• First Name
• Last Name
• Email
• Office
• Roles (assigned to this user)

Image Added

Once you open a user's profile, you can perform the following actions:

• Edit user
• Delete user
• Change a password

Edit User

You may edit the profile of current users within your organization. Follow these steps to do the so:

1. Navigate to the chart of current Users - If you are not sure how, please see the View ApplicationApplication Users section of this manual.
2. Select the user you would like to edit by clicking on their name in the chart , (this will launch their profile).
3. Click the blue Edit button  at the top-right of the page. This will open the user's profile, allowing you to make several changes. 

Image Added

Once you have opened the user's profile for editing, you may change several things, includingmodify the following fields:

• Username
• First and last name
• Email
• Selecting staff that report to this user by using the drop-down menu marked Staff:

Image Removed

In addition there are two more options for editing a user profile:

Add/Remove User Role

• Use the multi-choice menu labelled Select roles  to add or remove roles for this user - hold the Ctrl key while clicking to select multiple roles. Selected roles will be highlighted in blue:

Image Removed

• Click Submit.

Image Added

• Transfer user account from one office to another office

• Using the Office dropby selecting the office drop-down menu, select the appropriate office for this user.

Image Removed

• Click .

After making changes, click Submit.

Change User Password

1.  Navigate to the chart list of current Users - If you are not sure how, please see the View Application Users section of this manual.
2. Select the user you whose password you would like to change by clicking on their name in the chart, this list. This will launch their profile.
3. Click the blue Change Password button  at the top-right of the page.
4. This will launch a pop-up window:Image Removed
   
   Image Added
   
   
5. Complete Fill in the Password and Repeat Passwordpassword fields.
6. Click Submit.

Delete

User

1. Navigate to the chart of current Users - If you are not sure how, please see the View Application Users section of this manual.
2. Select the user you would like to delete by clicking on their name in the chart, this . This will launch their profile.
3. Click the blue Delete button  at the top-right of the page.
4. Click Confirm.

Override password expiry policy

This option determines whether the password expires or not for this user even if the global configuration for password expiry is enabled. 

This means that checking this check box will grant you access using the same password, regardless of whether global configuration for password expiry is enabled. 

Image Added

Related articles