User Management
Modified on: Thu, 18 Jan, 2024 at 4:10 AM
SMDS provides flexibility for each subscribing organization to manage who has a username and password and ability to work within SMDS. This includes the ability to manage four functions pertaining to system users:
- Creating a new system user
- Managing users by editing information for a specific user or removing a user from your organization’s account
- Resetting user passwords
- Setting levels of permission for a user, allowing you to change the level of access that a specific user has to the functions within SMDS (giving them authorization to do all functions within SMDS or just specific functions such as data entry but not tool creation).
Creating A User
- Login to SMDS.
- Place your cursor over the Administration tab.
- Place your cursor over Users in the drop-down list.
- Click the New SMDS User link.
The New SMDS User screen appears. You must complete the required fields – Email Address, Password, Confirm Password, First Name, Last Name and Primary Phone, indicated with a red asterisk.
- Click the Save button.
Managing a User
- Place your cursor over the Administration tab.
- Place your cursor over Users in the drop-down list.
- Click the Manage Users link.
A search for a user can be conducted via the Filter section by Last Name, First Name, Email Address, Permission Group(s) or User Type. You can filter or scan the list for a user that needs edits.
- After locating the user, click the Pencil icon to edit the user’s information.
- To delete a user, click the Trashcan icon.
The User Information section is available to be modified. You can update the First Name, Last Name, Email Address, and Primary Phone information. You can also add additional email, phone, and location addresses.
- Once you have made any desired edits, Click the Save button.
Resetting User Passwords
- To reset a user password, click the Lock icon to the right of that user’s name.
A Reset Password dialogue box will appear to give a final warning regarding this action.
- Click the Submit button.
A dialogue box will appear to show the email has been sent to the user.
- Click the Close button.
Below is the email sent to the user whose password has been reset. They have 24 hours to respond by clicking the link within the email.
User Permissions
- Login to SMDS.
- Place cursor over the Administration - Users link.
- Click the Manage Users link.
Below are the types and descriptions associated with each permission.
- Administrators: Has access to all features.
- Data Management: Has access to data, respondents, email distributions, and reports.
- Evaluation Management: Has access to all features except managing users and permissions.
- To change the permission level for a user, click the user’s name.
At the bottom of the page, you’ll see the Permission Groups Tab.
- To delete a permission, click the Trash can to the far right.
- To add permission, click the Add New button.
The Please Select dialogue box will display.
- Click the Green button with the white arrow to add a permission to the user.
The permission will appear under the Selected section.
- Click the OK button.
The new permission will be listed in that user’s Permission Groups tab.
Did you find it helpful? Yes No
Send feedback