Account & Team
How to change my password
Al-Khawarizmi provides many features for My Account and modification of user information, to change password, follow these steps:
Click on My Account from all surveys page.
Click on (
) from My Account screen, enter the old password, enter the new password.
Confirm the new password then click Save.
- Password must be:
- Minimum length (8)
- Please include at least 1 upperCase letter
- Please include at least 1 lowerCase letter
- Please include at least 1 number
- Please include at least 1 symbol (special character)
How to update my account information
Click on My Account from all surveys page, then edit the following information (Arabic name, English name, phone number, user’s language).
- The username and email fields cannot be modified.
- To change a user’s photo, click (
) and upload a photo.
How to define your team hierarchy
Select Users from the Hierarchies section, then click on (
) next to any parent level, add user pop-up will appear, click on Add User Manually then the parent will be pre-filled with the user added from it.
How to add a role and define permissions
Select Roles from the Hierarchies section, click on the icon (
) next to any role to add roles under him.
Enter the name in English and the name in Arabic, choose the color of the role, define the permissions then click on Save.
- By default, all system screens’ permissions are defined as view only and the user can customize per role needs and tasks.
- When you define the field worker’s role, you must activate the “field surveyor” option and in this case, all permissions will be hidden because this role type should have access to the management system.
How to edit a role
Select Roles from the Hierarchies section, click on the icon (
) next to any role you want to edit it.
click on Edit, then edit the role.
How to delete a role
Select Roles from the Hierarchies section, click on the icon () next to any role you want to delete it.
click on Delete, a warning message appear “Are you sure you want to delete sup?”, click on OK.
- you cannot delete a role that has child role related or has users defined under this role.
How to add a user
Click on Add User from the Roles and Users screen.
Click on Add User Manually, then upload a photo of the user, define the user’s role according to the hierarchies, select the user parent, enter the name in Arabic and the name in English, enter the username, enter the phone number, enter the password and then confirm it (should be complex password), enter your email and address, select the user’s language, then click Save.
- Password should be:
- Minimum length (8)
- Please include at least 1 upperCase letter
- Please include at least 1 number
- Please include at least 1 symbol (special character)
How to add a user from other surveys
Click on Add User from the Roles and Users screen.
Click on Add Users from Other Surveys, choose role and parent then select the required user by check the box (you choose multiple users at the same time), then click on Save.
- Serach for specific user by:
- choose user role
- search filed
How to add bulk users from excel
Click on Add User from the Roles and Users screen.
First, download the template from “Download Sample”, fill the template required field for all needed users, then click on Upload Users from Your Computer, click on Select a file from your device.
Select the updated file, click on Open, then on Save.
How to edit a user
Click on Users from the Hierarchies section, click on the role’s name.
Click on action icon (
) from details section, then click on Edit.
Click on Edit User Manually, edit the information, then click on Save.
How to delete a user
Click on Users from the Hierarchies section, click on the role’s name.
Click on action icon () from details section, then click on Delete.
A warning message will appear “Are you sure you want to delete user andrew?”, click on OK.
- User cannot be deleted if has Childs related to this user or has any assigned tasks.
