OED Documentation

User

Version V1.0.0

These features are only available to select people who oversee the OED site (called admins) so this information is not usually of interest to a general user.

Overview

OED supports the creation of user roles that allow for:

  • ADMIN. Can perform any admin feature. This role includes all the privileges of any other user so it can do those functions as well.
  • CSV. Can import data into OED via CSV files (see CSV import documentation)
  • EXPORT. Can export data as a CSV from OED even when the file size is larger. (see export documentation)
  • OBVIUS. Can upload Obvius data into OED. (see data acquisition)

Once a user with the necessary role is created by an admin, that login can be used to complete the allowed action for the given user role.

Usage

The admin users page, shown in the following figure, can be accessed from the admin panel page by clicking the "Users" near the top of the page. admin user page

This example figure shows four users of oedcsv@mysite.org, oedexport@mysite.org, oedobvius@mysite.org and oedadmin@mysite.org with the roles of CSV, EXPORT, OBVIUS and ADMIN, respectively. A user can be removed from OED by clicking the "Delete User" button that is in red. Note this action cannot be undone and happens right away. The only exception is that you cannot delete an admin user if they are the only one in the OED system nor if that admin is currently logged into do the delete. You must always have at least one admin user on a site. For all roles, it is fine to have multiple users for that role (not shown in figure).

A new user can be created by clicking the blue "Create a User" button where a new page will open. You type in the "Email", "Password" and "Confirm password" in the boxes below those titles. The role is set by selecting from the dropdown menu under the "Role" title. The default role is ADMIN unless another is selected. Once all information is entered then click the "Submit new user" button at the bottom of the page. If successful then a notice will temporarily show in the top, right of the page and you will be returned to the main user page. If there is an issue then a message will tell you the problem. If you wish to cancel entering a new user then either hit the web browser back button to return to the user page or select a different OED page. The next figure shows the page after the information was entered to add the CSV role user described above. admin user page

You can change the role of the user by using the dropdown menu in the "Roles" column to select a new role for the user in the row of the table. You must click the green "Save role changes" button at bottom, right of the page for any changes to take effect. This button will go from grayed out green to regular green when a change needs to be saved.

Details

See the installation information for instructions on creating the initial user for a new OED site.