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* Update participants parent article * Update Administrators article and screens * Update user groups article and screenshots * Add user group frontend screenshot * Update Participants page and screenshots * Update impersonations article and screenshots * Update verifications conflict page * Update authorizations article * Update Identity document article * Update Code postal auth article * Update Census article * Fix linter issues * Fix lint errors * Update accepted vocabulary * Revert changes on my public profile page * Update accepted terms and empty line * Implement review feedbacks --------- Co-authored-by: paulinebessoles <[email protected]>
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Decidim | ||
moderations | ||
CSV | ||
Config | ||
[Nn]ickame | ||
[Ee]mail | ||
[Oo]fficialize | ||
[Oo]fficialization | ||
[Oo]fficializing | ||
Reoffficialize | ||
moderations |
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= Admins | ||
= Administrators | ||
|
||
In the administrator listing page you can see all the administrators of the platform: | ||
Administrators are the persons managing the organization, creating the processes, managing the platform as a whole | ||
They can be of two types: | ||
|
||
image:admins.png[Admins list] | ||
* Administrators: have access to all the platform configuration. | ||
* Participant managers: can only manage participants xref:admin:participants/impersonations.adoc[impersonations]. | ||
Here you can: | ||
image:participants/admins.png[Admins list] | ||
|
||
* invite new administrators | ||
* revoke administrators permissions | ||
* see when was the last time an administrator logged in | ||
== Invite an administrator | ||
|
||
For inviting a new administrator, you need to go to the button "New user" and fill | ||
the form with the admin username, email and which role will they have: | ||
To invite an administrator, click the "New admin" button at the top right of the page. | ||
You can invite an already registered or a non registered participant. | ||
|
||
* Admin: to give full access to the platform | ||
* Participant manager: to give permission to only do xref:admin:participants/impersonations.adoc[Impersonations] | ||
image:participants/admins_invite.png[Invite participant as administrator form] | ||
|
||
image:admins_invite.png[Invite participant as administrator form] | ||
.New administrator form | ||
|
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You can invite an already registered or a non registered participant. | ||
|=== | ||
|Field |Type |Description | ||
|
||
|Name | ||
|Required | ||
|Name of the administrator. If they already have an account, it changes automatically for their username. | ||
|
||
|Required | ||
|Email of the participant to invite. If they don't have an account related to this email, they should receive an invitation email to create an account. Otherwise, they won't be notified. | ||
|
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|Role | ||
|Required | ||
|Administrator or Participant manager | ||
|
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|=== | ||
|
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If an administrator doesn't already have an account, but didn't register, you can also Resend the invitation. | ||
|
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== Manage administrators | ||
|
||
You can find all the administrators on the administrators list in the administration panel, with: | ||
* *Role*: type of administrator rights, can only be Administrator or Participant manager. | ||
* *Name*: name of the participant. | ||
* *Email*: email of the participant. | ||
* *Invitation sent at*: date and time of the email invitation. | ||
* *Invitation accepted at*: when they accepted the email invitation. | ||
* *Last log in date*: date of the administrator last connection. | ||
* *Creation date*: date of the participant account creation. | ||
|
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You can filter and sort this list by clicking the "Filter" button and the columns headers. | ||
You can also search for administrators by email, name, or nickname in the search bar. | ||
|
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=== Actions | ||
|
||
|=== | ||
|Icon |Name |Definition |Condition | ||
|
||
|image:icons/action_resend.png[Resend invitation icon] | ||
|Resend invitation | ||
|To resend an invitation email to the participant. | ||
|Available when the participant didn't accept the invitation. | ||
|
||
|image:icons/action_delete.png[Delete icon] | ||
|Delete | ||
|To revoke the participant's administration access rights. | ||
|Available for all administrators, except for the first one. | ||
|
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|=== | ||
|
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=== Revoke administrator permissions | ||
|
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When an administrator doesn't need access anymore, you should revoke their rights by clicking the "Delete" button. | ||
You need to confirm the rights deletion to completely remove their rights. | ||
Revoking administrator permissions don't delete the participant account. |
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docs/en/modules/admin/pages/participants/authorizations/code_postal_letter.adoc
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= Code by postal letter authorization | ||
|
||
This authorization allows a participant to request for a verification code to be sent to its address, to confirm that they | ||
live or work in this place. They will need to then fill the code in the platform. | ||
This authorization allows a participant to request for a verification code to be sent to an address, to confirm that they | ||
live or work in this place. They then need to fill the received code in the platform. | ||
|
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NOTE: If you don't want to use this authorization, you should turn it off in the xref:admin:system.adoc[system panel]. | ||
|
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The process is: | ||
|
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. Participants request a verification code to be sent to their address. | ||
. Participant request a verification code to be sent to an address. | ||
. An administrator sends the letter to their address with the verification code. | ||
. An administrator marks the letter as sent. | ||
. Once you mark the letter as sent, the participant will be able to introduce the code. | ||
. If this code matchs, then they get verified. | ||
. Once you mark the letter as sent, the participant is able to introduce the code. | ||
. If this code matches, then they get verified. | ||
|
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== 1. A participant request the verification code | ||
== 1. Verification code request | ||
|
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By going to the authorization section in its profile, or by clicking on the action button if this permission is requested, | ||
a participant can see the form for filling in their full address to request the verification code. | ||
a participant can see the form requesting their full address. | ||
|
||
image:authorizations_code_postal_letter_request.png[Code by postal letter request by participant] | ||
image::participants/authorizations_code_postal_letter_request.png[Code by postal letter request by participant] | ||
|
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If they try to edit it, they will see this message: | ||
If they try to edit it, they see this message: | ||
|
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image:authorizations_code_postal_letter_edit.png[Edit the postal letter request] | ||
image::participants/authorizations_code_postal_letter_edit.png[Edit the postal letter request] | ||
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This is because the letter could be in the process of being sent. If this needs to be corrected, then the participant needs | ||
to contact to the organization. | ||
to contact a platform administrator. | ||
|
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== 2. An administrator review this request and sent the letter | ||
== 2. Administrator review | ||
|
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In the admin panel, the administrator can review the request by going to the "Code by postal letter" in the "Participants" section. | ||
In the administration panel, the administrator can review the request by going to the "Code by postal letter" in the "Participants" section. | ||
|
||
image:authorizations_code_postal_letter_ongoing.png[Code by postal letter ongoing panel in admin] | ||
image::participants/authorizations_code_postal_letter_ongoing.png[Code by postal letter ongoing panel in administration] | ||
|
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Here they can see the verification code and can send it to the participant by mail. After the code is sent they can mark it | ||
as sent with the icon image:action_mark_as_sent.png[Mark as sent]. It'll also show when the letter was sent. | ||
Here they can see the verification code and can send it to the participant by postal letter. After the code is sent they can mark it | ||
as such with the icon image:icons/action_verify.png[Mark as sent]. It'll also show when the letter was sent. | ||
|
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== 3. A participant fills in the verification code | ||
== 3. Participant validate the code | ||
|
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After the participant has received the code, they can go to their account settings and click in the "Code by postal letter" | ||
verfication method. | ||
verification method. | ||
|
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image:authorizations_code_postal_letter_verify.png[Code by postal letter ongoing in the participant account] | ||
image::participants/authorizations_code_postal_letter_verify.png[Code by postal letter ongoing in the participant account] | ||
|
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Then they will see the form for confirming the code. | ||
Then they can fill the form with the code they received. | ||
|
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image:authorizations_code_postal_letter_confirm.png[Code by postal letter confirmation form] | ||
image::participants/authorizations_code_postal_letter_confirm.png[Code by postal letter confirmation form] | ||
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== 4. The verification code matches or not | ||
== 4. Code match | ||
|
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If the verification code matches, then the participant will see the message "Congratulations. You've been successfully verified". | ||
If the verification code matches, then the participant sees the message "Congratulations. You've been successfully verified." | ||
|
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On the other hand, if the verification code doesn't match, then the participant will see the message "Your verification | ||
code doesn't match ours. Please double-check the letter we sent to you." | ||
On the other hand, if the verification code doesn't match, then the participant see an error asking to double-check the code in | ||
the letter. | ||
|
||
After is verified, as with other verifications, they can see it in their account settings. | ||
After a participant is verified, as with other verifications, they can see it in their account settings. | ||
|
||
image:authorizations_code_postal_letter_verified.png[Verified by code by postal letter] | ||
image::participants/authorizations_code_postal_letter_verified.png[Verified by code by postal letter] |
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