# 20.1 & 20.2 User Information Management

20.1 User Information Management

The **User Information Management** sub-module that provides information management capabilities related to user information management are grouped in this panel.

20.2 Users

The **Users** module is responsible for keeping track of system users. According to the user's defined roles, various users have access to the system at varying degrees. The municipality admin is responsible for creating and keeping up with user’s data.

20.2.1 Navigation to Users

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Open the sidebar and click on the ***Settings*** to expand.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Now, click on the ***‘User Information Management’*** and select ***Users***.

![](http://152.42.244.158/knowledge-product/uploads/images/gallery/2025-02/embedded-image-64pfmdpn.png)

- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">This redirects to the **Users** Page.</span>

**Overview:**

The user can view the lists of existing users in the system.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>User can also create new user (refer to section 20.2.2 Create User).

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Export the data (refer to chapter 8 Tools).

- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA; mso-no-proof: yes;">For more details on the Action buttons (refer to chapter 6 Actions).</span>

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA; mso-no-proof: yes;">![](http://152.42.244.158/knowledge-product/uploads/images/gallery/2025-02/embedded-image-u6hqcgr4.png)</span>

<span class="align-center" style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA; mso-no-proof: yes;"><span class="align-center" style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Figure 20- </span><span class="align-center" style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;"><span style="mso-no-proof: yes;">1</span></span><span class="align-center" style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;"> List of Users</span></span>

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA; mso-no-proof: yes;"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">20.2.2 Create User</span></span>

Create user tool which allows users with permission to create a new user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Click on ***“**C<span style="mso-bidi-font-weight: bold; mso-bidi-font-style: italic;">reate User”</span>*** button***.***

**![](http://152.42.244.158/knowledge-product/uploads/images/gallery/2025-02/embedded-image-lny7ovsi.png)**

**<span style="font-size: 12.0pt; line-height: 107%; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">User will be redirected to the following page:</span>**

**<span style="font-size: 12.0pt; line-height: 107%; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">![](http://152.42.244.158/knowledge-product/uploads/images/gallery/2025-02/embedded-image-tosxoi5v.png)</span>**

Figure 20- <span style="mso-no-proof: yes;">2</span> Create new User

<span class="normaltextrun"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span></span><span class="normaltextrun">After filling out the form, click **Save** and make sure a pop-up message is displayed, refer to section 7.1 Save for more details.</span>

- <span class="normaltextrun"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; color: black; mso-themecolor: text1; background: white; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">If a mandatory form field is left out or any form failed validation during the form submission a validation message box will be prompted, refer to section 7.2 Validation Message Box for more details.</span></span>

Users must fill in the required fields which are mentioned below:

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Full Name - Name of the user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Gender - Gender of the user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Username - Username of the user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Email - Email address of the user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Password - Encrypted Password of the user.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Confirm password – Retype the same password again for which user entered for password field.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>User Type - Type of user, such as "Municipality" or "Service Provider"

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Roles - The role from which the user is involved to the specific user type.<span style="mso-spacerun: yes;"> </span>

- <span style="font-size: 12.0pt; line-height: 107%; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;"><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Status – Status of the user in order to access the related roles.</span></span>

**User Form Submission:**

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The form is dynamically changed according to the<span style="mso-bidi-font-weight: bold;"> User Type</span> that is selected. The role assigned should be carefully selected to ensure the correct role and permissions are being provided to the user.</span>

**Overview:**

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>If a **Municipality User** is selected, the roles are limited to the Municipality Related Roles.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>If the **Treatment Plant User** is selected, the roles are limited to Treatment Plant-related roles and the corresponding treatment plant must be chosen as well.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>If the **Service Provider User** is selected, the roles are limited to Service Provider related roles and the corresponding service provider must be chosen as well.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; color: black;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>If a **Help Desk User** is selected, the roles are limited to Help Desk-related roles and the corresponding help desk must be chosen as well.

- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Choose the appropriate predefined roles and click Save button. The newly created user record will be added at the list.</span>

**Note**:

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>If predefined role is not suitable, the user can add a new role as required via the role page. However, the creator must be careful while creating new role.

<span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>When the user successfully creates a new Role by following the naming convention, the newly created “Role” will be displayed in the ***Roles Field*** of Create User form.

![](http://152.42.244.158/knowledge-product/uploads/images/gallery/2025-02/embedded-image-zc8muqhg.png)

Figure 20- <span style="mso-no-proof: yes;">3</span> The New Role is displayed in the User Create form

- <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: Mangal; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">If the user is associated to any data record, then the deletion is not allowed. If the removal is necessary , it is recommended to change the status to Active/ Operational to Inactive/ Non-operational.</span>