Bulk Operations (v6.1)
The below operations can be performed on users in bulk from the UI:
Edit
Archive
Reactivate
Delete
Lock
Unlock
Approve
Export
To perform bulk operations, go to 'Users' from the menu or home, and select the users for bulk operation.
Approve pending user requests: Select 'Activity Status' as 'Pending' from the left side filters. Select the users to be approved and click on 'Approve'.
Unlock user accounts: Select 'Activity Status' as 'Locked'. Select the users to be unlocked and click on 'Unlock'.
Export user's records: Select users and click 'Export'.
Setting up Password / Forgot Password
User's passwords can be reset in multiple ways.
New Users/Users logged out
New users whose passwords have already been reset once can reset their passwords again using below steps
New user will receive a notification for reset password
Click on the Reset Password tab → Enter the log in or mail detail in the screen loaded.
Click on the ‘Email Reset Password Link’ and a new mail will be received as mentioned below
Click on the 'Reset my Password' .Enter the login id and new details in the next page loaded → Click on reset password
System will display message of password reset successfully and the user can sig in again with new password.
Existing Users/Users logged in
Users have the option to reset their password by clicking on their name under the user icon on the top right of OpenSpecimen.
Super Admins / Institute Admin users can edit any user account and click 'Reset Password' to forcefully change another user's password.
If the user forgets their password, the 'Forgot Password' on the 'Sign In' page can be used. This will send the user an email with the link to reset the password.
For security measures, the following rules and restrictions are set for passwords:
Rules | Default value |
|---|---|
The password should expire after every X number of days. | 60 |
User account locked if not used for more than N days. | 60 |
Password complexity configurable via system setting. | The password should contain at least 1 uppercase letter, 1 lowercase letter, 1 number, and should be a minimum of 8 characters long. |
Last X passwords should not be allowed. | 5 |
Lock account after N unsuccessful login attempts | 5 |
To configure all these account settings, select 'Settings' from the dashboard and click on 'Authentication'. Select the property to be configured from the list, add valid values and click on the 'Update' button
Set the value to blank or 0 to disable the specific password restriction
From v8.1, if your user account gets locked or expired, it can be unlocked by using the “Forgot Password” link on the login page. You can enter your email address and an email would be sent to you with a link for resetting your password.
Announcements
The announcement feature allows super admins to broadcast messages to all active users. This is useful when an email needs to be sent in the case of system downtime during maintenance.
To send an announcement, click on the 'More' button on the users' page and select the 'New Announcement' option.
Enter the subject and message and click 'Submit. The announcement will be sent as an email to only active users.
To define active users, select settings from the home screen and click on 'Administrative' followed by 'Active User Login Days Criteria' and assign a set value to the number of days.
Active Users Dashboard
This feature gives you an overview of the most active users in the last 12 months and a graph that shows you active users per month.
Only Super Admins and Institute Admins can access the Active Users feature.
Navigate to 'Users'
Click on 'More' → Active Users
Active Users Graph
The graph would give you a count of users who has logged in at least once in the last 12 months.
Most Active Users
This table will show you the “number of days” for which the user has been active in the last 12 months.
Active Day → Signed-in at least once on that day.
Filters
You can also view the active users count using the filters:
Search by Institute- it will give you a count of users who has logged in at least once in the last 12 months from the selected institute.
Search by 'Interval Start Date' and 'Interval End Date'- it will give you a count of users who has logged in at least once between the selected interval.
Interval Start Date: The date from when you want to see the count of active users.
Interval End Date: The date till when you want to see the count of active users.
Daily Active Users- it will show you the count of active users per day who have logged in at least once.
By default, the graph shows a count of users who has logged in at least once in the last 12 months.
Bar graph- the active users' graph will change to a bar graph representation.
By default, the graph is a line graph.
Export
You can export the report as a CSV file. The file will contain data like months, active users' count, etc.
Export Login Activity
This will allow the super admins to export the login audit log based upon the domain, time interval and user. Refer to the wiki page for more information.