Resources

There are four user designations and 6 administrative roles. The user designations include; Admin, Analyst, CollectR and XCollect. Only users of Admin designation can be assigned roles. The roles define what activities an Admin user is authorized to carry out. Depending on the roles assigned to an Admin user, the user maybe able to (1) Manage other admin users, (2) Manage non-admin users, (3) View users, (4) Send data, (5) View data and (6) Manage forms. See the introductory section for more information on this.

Click on the following: Manage Users -> Add Users. Fill out the new user details in the form displayed. Click the Add button to complete the process. If the user designation selected is of Admin, Analyst or CollectR then the system automatically sends an email with the new user’s login details to the email address registered to the user. No email is sent if the new user has a designation of XCollect. See FAQ 8 below for more information on how to manage users with the XCollect designation.

Click on the following: Manage Users -> View Users. Click the View button. All information for the users registered currently will be displayed. This includes information relating to whether the user is active or suspended, the user’s designation etc. User data displayed can be filtered based on an email address, user status or designation. If desired, user data can be downloaded in the Excel or JSON formats.

Yes, you can. To do this click on Manage Users -> Modify Designation. Then click on the Get Active Users button. In the user result returned, select the users whose designations you’d like to change. When this is done, select the new designation to be assigned in the available dropdown box then click then modify Modify Designation button.

Click on the following: Manage Users -> Admin Roles. Then click on the Get Active Administrators button. In the result set returned click the Edit button beside the admin user whose role you’d like to modify. Check or uncheck the new roles you’d or not want this user to have. Then click the Update button to commit these changes. You can read more on what privileges each role confers here.

Click on the Login button on the home page. Click on the Forgot password? link below the Login button. Enter your registered email address and new password will be emailed to you. Note that users with the XCollect designation cannot modify their passwords as this can only be done by an administrator. See FAQ 8 on how to manage an XCollect user.

After Logging in, click on your name on the top-level menu bar. Select Change Password and fill out the resulting form. This should modify your password. Note that users with the CollectR designation can change their passwords clicking the Settings button on the home screen of the CCA Mobile android app. . See the answer to FAQ 8 to see how the password of a user with the XCollect designation is modified.

Click on the following: Manage Users -> XCollect. Then click on the Get XCollect Users button. In the result set returned click the Modify Password button beside the user name. Enter the new password and click update to set this new password.

Click on the following: Manage Users -> Suspend Users. Then click on the Get Active Users button. In the result set returned check the users who are to be suspended. Click on the Suspend Users button to suspend the selected users.

Click on the following: Manage Users -> Resume Users. Then click on the Get Suspended Users button. In the result set returned check the users who are to be resumed. Click on the Resume Users button to resume the selected users.

Click on the following: Manage Users -> Delete Users. Then click on the Get Users button. In the result set returned check the users who are to be deleted. Click on the Delete Users button to delete the selected users.

Click on the following: Manage Teams -> Add Team. Fill out the resulting form and then click the Add button.

Click on the following: Manage Teams -> Delete Teams . Then click on the Get Teams button. In the result set returned check the teams who are to be deleted. Click on the Delete Team(s) button to delete the selected teams. Note that all users and forms associated with a team to be deleted are removed from the team before the delete process is executed.

Click on the following: Manage Teams -> Associate Users. Select the team from the dropdown box. Then click on the Get Active Users button. In the result set returned check the users who are to be associated with the selected team. Click on the Add to Team button to associate these users with the team.

Click on the following: Manage Teams -> View Teams. Click on the View button. The returned results will show team names and the number of users and forms associated with each team. Click on these numbers to view the team members or form names associated with a team.

Click on the following: Manage Teams -> Dissociate Users. Select the team from the dropdown box. Then click on the Get Team Members button. In the result set returned check the users who are to be removed from the selected team. Click on the Remove from Team button to dissociate these users from the team.