Skip to main content

Users

This guide explains how to manage users in the Family Navigator application, including accessing the page, creating, editing, deleting users, and other related functionalities.

Accessing Users​

  1. Log in to the Family Navigator application.
  2. Navigate to the "My Data" section from the main menu.
  3. Select "Users" from the submenu.

Users page

Creating a User​

Step 1: Open the Add User Form​

Click the "Add New User" button located at the top right of the Users page.

Add User button

Step 2: Fill in the User Details​

The form will open in a sidebar. Fill in the following required fields:

  • First Name: Enter the user's first name.
  • Last Name: Enter the user's last name.
  • Constituency: Select the constituency from the dropdown list.
  • Family Generation: Optionally select the family generation from the dropdown list.
  • Email: Enter the user's email address.

Add User form

Step 3: Send Survey​

Click the "Send Survey" button to create the user and send them the survey invitation. You will see a success message upon completion.

Editing a User​

Step 1: Locate the User​

Find the user you want to edit in the users table. You can use the search bar to filter users by name, email, or other criteria.

Step 2: Open the Edit Form​

Click the "Edit" button (pencil icon) in the Actions column for the desired user.

Edit button in table

Step 3: Modify the Details​

Update any of the fields as needed. You can also toggle the "Is active?" checkbox to activate or deactivate the user.

Edit User form

Step 4: Save Changes​

Click the "Update User" button to save your changes. A success message will confirm the update.

Deleting a User​

Step 1: Locate the User​

Find the user you want to delete in the users table.

Step 2: Initiate Deletion​

Click the "Delete" button (trash icon) in the Actions column for the desired user.

Delete button in table

Step 3: Confirm Deletion​

A confirmation modal will appear. Click "Confirm" to permanently delete the user.

Delete confirmation modal

Step 4: Deletion Complete​

The user will be removed from the list, and you will see a success message.

Bulk Upload Users​

The “Bulk Upload” action allows you to create multiple users from a specified Excel file.

Step 1: Open Bulk Upload Modal​

Click the "Bulk Upload" button located next to the "Add New User" button.

Bulk Upload button

Step 2: Upload File​

Follow the instructions in the modal to upload a CSV or Excel file containing user data. The file should include columns for first name, last name, constituency, family generation, and email.

Bulk Upload modal Bulk Upload excel

Step 3: Process Upload​

Click “Validate File” to validate the file. If everything went well and there are no validation errors, click “Create User(s)”.

Bulk upload completed

Sending Pending Emails​

Step 1: Select Users​

Use the checkboxes in the table to select individual users or check the header checkbox to select all users on the current page.

Selecting users

Step 2: Send Pending Emails​

Click the "Send Pending Emails" button. This will send survey invitations to all selected users who haven't received them yet.

Send Pending Emails button

Step 3: Confirmation​

A confirmation modal will appear. Click "Confirm" to proceed.

Send Pending Emails confirmation

Resending Questionnaires​

Step 1: Locate the User​

Find the user who needs the questionnaire resent.

Step 2: Open Resend Modal​

Click the "Resend" button in the Actions column for the user.

Resend button

Step 3: Confirm Resend​

In the modal, click "Confirm" to resend the questionnaire to the user.

Resend confirmation modal

Sending Reminders​

Step 1: Locate the User​

Find the user who needs a reminder.

Step 2: Open Send Reminder Modal​

Click the "Send Reminder" button in the Actions column for the user.

Send Reminder button

Step 3: Confirm Send Reminder​

In the modal, click "Confirm" to send a reminder to the user.

Send Reminder confirmation modal

Questionnaire Status​

The Questionnaire Status column shows the current state of each user's survey completion. Here are the possible statuses:

  • Email Pending: The survey invitation email has not been sent yet to the user.
  • Not Started: The survey invitation has been sent, but the user has not begun filling out the questionnaire.
  • In Progress: The user has started the questionnaire but has not completed it yet.
  • Completed: The user has fully completed and submitted the questionnaire.

Additional Features​

  • Search: Use the search bar to quickly find users by first name, last name, email, or constituency.
  • Pagination: Navigate through multiple pages of users using the Previous/Next buttons.
  • Status Indicators: View user status including questionnaire completion status, invitation sent date, and reminder sent date.
  • Real-time Updates: The table updates automatically when questionnaire statuses change.

Troubleshooting​

  • Form Validation Errors: Ensure all required fields are filled and the email format is correct.
  • Duplicate Emails: User emails must be unique within the account.
  • Constituency Required: Users must be assigned to a constituency. Create constituencies first if needed.
  • Bulk Upload Format: Ensure your CSV/Excel file follows the required format with proper column headers.
  • Permission Issues: Make sure you have the necessary permissions to manage users.