Add the users who will be assigned tasks in the survey. #
The “Roles and Users” screen allows you to set up the team members who will carry out the tasks of monitoring and filling in the survey in the field. Users can be added and assigned roles through one of the following methods:
Method 1: Add a User Manually #
In this method, users are added manually to the Field Management System by following these steps:
- Select “Roles and Users”
from the side control menu to display the screen, then choose the “Users” tab, as shown in the figure below.
- Click “Add User”
to open a pop-up window, then select “Add User Manually”.
- Enter the following details for the new user:
- “ Arabic Name “
- “ English Name “
- “Username”
- “Phone Number”
- “Email”
- “User Language”
- “User Parent”
- “User Role”
- “Password”
- “Confirm Password”
- Click the “User Photo” link to upload the user’s photo from your device.
- Once you have completed entering the above details, click “Save”
to add the user. - To continue adding more users, click “Save and Add More”
. - To cancel adding the user, click “Cancel”
.
- If you enable “Active Directory User”, the system will skip the request for:
- “Password”
- “Confirm Password”
Method 2: Import Users from Other Surveys #
The system allows you to add users to the current survey who were previously entered in another survey, saving you significant time. To do this, follow these steps:
- Select “Roles and Users” from the side control menu to display the following screen:
- Click “Add User” to open a pop-up window.
- select “Add Users from Other Surveys”, and enter the following user details:
- Select the user from the available users list.
- Choose the user parent.
- Choose the user role.
- Once you have finished entering the above details, click “Save” to add the user.
- To cancel adding the user, click “Cancel” .
Method 3: Upload Users from Your Device #
The system supports uploading a batch of users easily, saving time and effort instead of entering them manually. This method relies on uploading a file containing the employees’ names and details into the system. To do this, follow these steps:
- Select “Roles and Users” from the side control menu to display the following screen:
- Click “Add User” to open a pop-up window.
- Select “Upload Users from Your computer”, and follow these steps:
- Select user parent.
- Choose user role
- Download the Excel template from the system to your device and fill in the user details, which include:
- “Name in Arabic”
- “Name in English”
- “Email”
- “Username”
- “Password” (if this field is left blank, the system will automatically generate a password for the user)
- Upload the completed template from your device into the system.
- Once you have finished entering the above details, click “Save” to add the user.
- To cancel adding the user, click “Cancel” .
You must edit the CSV file while keeping the same column names, then save the file in CSV format before uploading it.
