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The users module allows individuals to be entered into the system, along with their access levels, grouping, reporting groups (where applicable) and of course user names and password.

Creating Editing and Deleting Users

The User module is accessed from the tool button. Clicking on the link accesses the user list page that displays all current users within the system:

The User list page functions the same way as other Escendency list pages.

Users can be created, deleted, edited and assigned to user groups with specific privileges. Only users with the relevant administrative options can access this page. To add a new user, click on the addAdd link. To edit an existing user, click on the editicon next to the appropriate user. To delete a user, click on the deleteicon next to the appropriate user (a dialog box will appear asking you to confirm your choice).

When either the add or edit option is selected, the user edit page below will appear (showing the details of the chosen user if editing):

How To Fill in a User Edit Page

At a minimum a user must have a password and username, but all other fields are optional.

The user's password must be entered twice. In this page, it is possible to create a password that is less than six characters long and that may be the same as the user's previous password or the same as their username. Note: This is not the user specific change password page.

Email and SMS alerts

Allows users to be informed about tasks of theirs that have become due/overdue within the system.

User Type

"Organisation post" is available to users who have been added as Officers. It is a list of all the vacant posts within the organisation. Select a post to assign a user to that post.
Members can only gain read only access to the system and then only to those parts permitted by their access level as created in the Access Levels module.

Reporting Group Membership

If the organisation has no reporting groups set up this list would be empty. Otherwise, users can be linked to all the relevant groups in the list and recieve access to those group's reports. In this example, if user bauger logged into the system they would see 'Housing' under the group report list in the report tab. See for All Group Report for an example of a group report.

Organization Post

Select the post the user is to assigned to (figure 2). Only vacant posts show on the dropdown list and then only if the user is an officer not a member. A user can only be associated with one post and when that association is made that post will not appear in the organisation post dropdown. See adding a post in organisation help for information on setting up posts.

Access Level

Select the user Access Level from this dropdown list. The Escendency system defaults are Administrator, Manager and User with Administrator having system administrator rights (i.e. all that are available) and Manager and User having equally limited read access. Access for each of these levels can be added/removed in the Access Levels module. There is no limit to the number of Access Levels that can be created (e.g. Auditor with read right access only to all report, Action Planning with access only to create, edit and report on action plans).


Select open if the user is active in the system.

Employee No.

This would be a number defined by the organisation.

Last/Next Appraisal Date:

Entering a date (dd-mon-yyyy) for next appraisal will result in the user's line manager receiving notification on that date in their task list that a user appraisal task is due.


Expand the + icon to display a text field to add relevant comments.

Control Panels

Check the control panel tabs that the user will see in their control panel. Depending on the user's rights they can update the tabs available to them from the customise tabs option in the control panel.

Proceed to next page for users supporting data: