System User Management

The System User module (/cpms/cpmsSystemUser/admin) is a comprehensive management interface for controlling who has access to your Real-Time Survey platform (RT-CPMS) and what actions they can perform.

Unified Management Approach

In RT-CPMS, an Enumerator is simply a specific Role assigned to a System User. There is no separate “Enumerator” database. Whether a user is a high-level Administrator monitoring the web portal or a field Enumerator collecting data via the mobile app, they are all managed within this single, unified framework.

Key Features

1. User Directory & Grid View

The main interface displays a paginated list of all users connected to the workspace. Key attributes include:

  • Organization ID & Name: Logical grouping of users under specific organizational entities (e.g., rta, partner_org).
  • Role: Specifies the user’s permission level (e.g., Administrator, Leadteam, Enumerator).
  • Group: Spatial or logical grouping assignments (e.g., specific districts or operational teams).
  • Is Synchronized: Indicates if the account is successfully integrated with the central Single Sign-On (SSO) system.
  • Status: Visual indicators confirming if an account is Active, Inactive, Deleted, or Blocked.

Global Actions:

  • Add System User: Manually create an individual profile.
  • Import System User: Bulk upload accounts using an Excel template. You can resolve conflicts using Skip or Replace modes and sync directly with the SSO.
  • Bulk Delete: Multi-select support for bulk account removal.

2. Access Control & Security

When creating or editing a user profile, several critical security and workflow fields are available:

  • User Code: A unique identifier linking the local CPMS account to the central SSO repository.
  • Change-Device Code: A robust security token required when an enumerator needs to switch the mobile device they are using for data collection.
  • Power Level: A granular priority/access scale ranging from 0 (lowest) to 20 (highest).
  • Supervisory Toggle: A checkbox that instantly elevates a standard user to management status.
  • Workflow Automation: An option to “Automatically approve Request to Edit,” which streamlines the data cleaning and verification process for trusted users.

3. Code Management (Automated Onboarding)

Found under the “Code” sub-tab, this feature manages hash-based registration and invitation links, streamlining the onboarding process for large teams.

  • Registration vs. Invitation: Choose whether users can self-register using a distributed link or if they require a direct admin invitation.
  • Expiry Dates: Confine onboarding to specific time windows.
  • Usage Limits: Cap the number of users that can join using a single generated code.
  • Pre-assigned Roles: Users joining via these codes automatically inherit the pre-defined role and power level, ensuring they are ready to work immediately without manual admin intervention.
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