User Management

User management

• How do I add a new user?
  • Use POST /api/users, with the email as username and generate a strong password
  • The user is created and can now be found in the portal under "Users" in the main menu
  • The user then needs to be added to the correct program
    • This can also be done by the program team itself (although the first user with these "user management" rights need to be added by admin)
    • Go to the program
    • Go to "Team" in the top left corner
    • Click on "Add team member"
    • Search for the team member and give the user the correct role and if necessary scope
• How do I change the role of a user?
  • The role of a user is set in the portal per program (not on instance level)
    • You go to the program and click on "Team" in the top left
    • You search for the user you want to update and click on the three dots on the right, then "Edit"
    • The role can be changed, then click on "Save"
  • Also see documentation on Roles and Permissions
• How do I remove a user?
  • A user can be removed from a program (by the program team) by going to Team, three dots and click "Remove from Team"
  • If a user is not assigned to any program, the user can log in but not see any data
  • A user can also be completely deleted, by using DELETE /api/users/{userId}
    • Get the id of the user to remove by using GET /api/users
  • At the moment it is not possible to set a user to "inactive"
• How can I make the Transfer Value Multiplier editable?
  1. The user should have a role where the following is included:
     • "registration:attribute:financial.update"
     • See also: Roles and Permissions - Registrations
  2. The transfer value multiplier is not a calculated field
     • Thus, in the program json the paymentAmountMultiplierFormula is as follows:
     • "paymentAmountMultiplierFormula": null
• Random information:
  • The username is case sensitive