Handle users – Flowscape AB

In C-One, you handle users in the admin-view in the menu tab users.

Adding new users in the C-One

We have written a separate article that describes how to add new users in the C-One.

Forgot password

If a user has forgotten their password, either you as administrator have two different options of how to give the user a new password, or the user can reset her own password.

You send an email link and a code to the user:

In the admin view, click on the menu tab users.
Select the check box for the user you want to reset the password for.
Click the reset password / reset invitation button. The user will now have an email with a link and a code. The link goes to a page where users enter their user id, enter a new password and enter the verification code.

Create a new password for the user:

In the admin-view, click on the menu tab users.
Click on the user you want to provide a new password.
In the users wizard, you first type your own password.
Enter a new password for the user and confirm it.
Click submit.

The user himself requests a new password in the app:

The user clicks the forgot password text on the app's login page on the phone.
The user will now receive an email with a link and a code. The link goes to a page where users enter their user id, a new password and the verification code.

Resetting a user invitation to C-One:

An invitation to become a C-One user has a limited duration. Normally 24 hours. If the validity period has expired, you can send a new invitation:

In the admin view, click on the menu tab users.
Select the check box for the user to get a new invitation.
Click the reset password / reset invitation button.

Block (disable) or enable a user:
By disabeling a user in C-One, the user can no longer log into the system.

In the admin view, click on the menu tab users.
Select the check box for the user you want to block.
Click block.

If you want to allow a blocked (disabled) user in the system again:

Click on the user you want to enable.
In the user wizard scroll down to block status.
Select enabled in the menu.
Click submit and the user is enabled again.

Change the language settings for a user

Both SAM and the app allows you to change language settings. Currently C-One is available in the following languages:
Swedish (sv)
English (en)

Change language in SAM:

In the admin-view, click on the menu tab users.
Click on the user who´s language setting you want to change.
In the user wizard, select preferred language in the language menu.
Click submit.

Change language in the app:

In the app, your language setting depends on your phone language setting. Language settings are usually found under settings in your phone.

On Android, select language and input, set your language.
On iPhone, select general, language and region, set your language.

Add and change a user phone number

In the admin-view, click on the menu tab users.
Click on the user who´s phone number you want to add or change.
In the user wizard, enter the phone number in the phone number field.
Click submit.

Add and change a user e-mail

In the admin-view, click on the menu tab user.
Click on the user who´s e-mail address you want to add or change.
In the user wizard, type your e-mail address in the e-mail field.
Click submit.

Add and change a user profile picture

In the admin-view, click on the menu tab user.
Click on the user who´s profile picture you want to add or change.
In the user wizard, click the image field to upload a picture from your drive.
Click submit.

Change user role within a case

A user's role can be changed for a particular case, which affects the user’s access and functioning. For deeper understanding about roles, read manual here. If a user's role is changed within a case, the new role will only be active within the case.

Do the following;

Click on the menu tab ”case”
Choose case you want to edit
Click on the 3-dot menu
Click on ”Edit case”

Select a new role by clicking the role box to the right of the user's name
Click submit to confirm all changes

Change profile information as a user

A user can update their own public data in the app if their role gives access to those functions. Read more about roles HERE. If you wish to give a user or a group of users this right, it can be changed by updating the role.

Switch to admin-view
Click on the menu tab roles

Choose role you want to edit
Go under ”content manage permissions”
Mark the columns that allows user to update their own public data.
Note! If a role is changes in role settings, it will change for all users with that role.

Save settings by clicking ”submit” at the top of the page.

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