Additional User Features

Created by Ankita Chavan
Last updated: Aug 17, 2021 by Divya Prabhu

Bulk Operations (v6.1)

The below operations can be performed on users in bulk from the UI: 

  1. Edit

  2. Archive

  3. Reactivate

  4. Delete

  5. Lock

  6. Unlock

  7. Approve

  8. 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.

  • Users have the option to reset their password by clicking 'Change Password' 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

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.