How to add, edit, delete, and find user accounts

This procedure describes how CollectionSpace System Administrators can create, edit, delete, and find users of the CSpace system.

Prerequisites

The following tasks may be performed by a system administrator or user with write or delete access for user accounts.

Create (add) new user

1. Access the administration interface via the "Administration" link in the page header.
2. To create a new user, click the + User button above the user list. Fill in the details for the new user. Note that the password has to be between 8 and 24 letters, and the email address valid - this is required if you want to reset your password.
3. In the right side of the user form, mark the role(s) you want the user to have. Each user should have at least 1 role and can several roles assigned. To create new roles, or see the details of an existing role, see: How to add, edit, and delete user roles and permissions

Edit existing user

To edit a user, select the user name from the list.  You can modify any of the fields displayed below. If you want to change the password, follow the instructions found here: How a user resets their password

Delete user

To delete a user, select the user name from the list. Click the "Delete" button above the form and confirm deletion when asked.

Find user

To find a user, enter the user name into the search box at the top of the user list. The search will only match full words from the user names. The list of users will be reduced to the ones matching the search term. To return to the full user list, select the "show all users" button.

Test

You can immediately test the results of your updates by viewing the user records.

Summary

This procedure has described how a System Administrator can  add, edit, delete, and find user accounts.

Relevant pages:

• How a user resets their password
• How to add, edit, and delete user roles and permissions