User Management

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In the User Management tab, you can create users and groups, and restrict access you certain portions on your application. For instance, you may wish to hide certain pages or components from certain users or allow certain groups of users access to only certain datasets. 

Authentication Settings

In this tab, you can enable and disable authentication as well as set authentication settings. First, you can choose whether to allow new users to sign up themselves. If this is disabled, you will need to add new users manually in the User Table tab.

Next, you can choose whether your login page defaults to signups for new users or login for existing ones. This is handy if you plan on having a lot of new users signing up for your application, or if most of your users will be existing users returning to your app.  This setting does not apply if you've restricted new signups above. 

Finally, you can choose whether or not to add an email recovery system for lost passwords. 

User Table

The User Table tab is where you will add and manage the users of your application. 

To add a new user, click the Add New User button and enter the user's information as shown below. After creation, Qrvey will automatically send an email to the address provided with an auto-generated password. Upon their first login, the user will be prompted to change their password. 

Note: Users that are not assigned to a group will have full access to your application. It is recommended that you create groups and permissions first (see Groups below), then assign new users to those groups as you create them. 

Once added, you may activate, deactivate and delete users by using the Bulk Actions drop-down menu. You may also use this menu to quickly assign multiple users to groups. 

Groups

You can organize users into groups in the Groups tab, then assign permissions to them.  Permissions cannot be assigned to users individually. 

To create a new user group, click the orange Create New Group button. You'll then be shown the screen below, where you can give your group a name, assign users to it, then create permissions.

In the Users pane, you can search for existing users and add them to your group. 

In the Permissions pane, you can add restrictions in two areas, datasets and pages. In the Data section, you'll see a list of all the datasets currently connected to your app. You can choose to show or hide data from each dataset individually. 

In the Pages section, you'll see a list of all the pages in your application. You can choose to provide read/write access or hide each of these pages individually. 

Any changes you make to users and/or permissions are updated in realtime as you make them. 

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