User administration

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See all personal information about users registered in the system and modify it if necessary.
Grant or revoque rights to specific users.

Users administration menu.png

Users administration.



Admin users


Main Menu > Administration > Users administration > Admin users.

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Admin users.



Observers


List of all users ever registered in that web site and/or logged in. Use arrows under titles to alternate between ascending and descending order (see image as an example).

2023-04-04 Users admin observers.png

Users admin. Observers.

1. Search
2. Page and items
3. Details
4. Edit
5. Admin user rights
6. NEW
7. EXPORT


Number: register number.
Log in: has the member ever logged in?.
Data: has the member ever transmitted observations? Can send observations via NaturaList and never log into the web.
First name: observer's given name/s.
Family name: observer's family name/s.
Municipality: the observer will receive maps and news around this location.
Inscription: date the observer registered or first logged in.
Language: observer's default language of the site.



1. Search

Reduce list by typing one of the selecting criteri, or part of it, and click SEACH. NOTE it is possible to apply more than one filter (ie. Select all observers registerred as Mary that have submitted at least one record). When any filter is applied, click on DISPLAY ALL to see the whole list. Use arrows on columns to alternate between ascending and descending order (see image as an example).

2023-04-04 Admin user search .png

Searching observers.

1a. Type any word, or part of it, to conduct a free search.
1b. Type a family name, or part of it, to select observers registered with this family name.
1c. Type a firt name, or part of it, to select observers registered with this name.
1d. Select from the expandable menu one of the available criteria:

with any right: observers that have been granted at least one right.
with access to archives: observers that have been granted access to archives.
without access to archives: observers that are not granted access to archives.
with records: observers that have submitted at least one observation.
without records: observers that have never submitted observations.



2. Page and items

Select page number and/or number of items per page.

3. Details

See data associated to this user. Access the same details by clicking on the observer's name. Details include personal information as entered in the registration form, as well as data on registration data and last log in. See image below as an example.

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Admin users. Observer details.

BACK: Go back to previous screen.
4. EDIT: Edit details.
5. ADMIN USER RIGHT: Rights granted to this user.



Addtional information:

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Additional information.

8.
9. Some portals require users to submit a minimum number of observations before they can access certain functions.



4. Edit

Modify user's personal data, including email address and password. When done, click MODIFY to save changes.

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Modifying user's personal data.

BACK: Go to previous screen without saving.
MODIFY: Click to save changes.



5. Admin user rights


Invisible users
Some registered users are not visible and administrators cannot grant them rights.

This happens when:
1. The administrator have rights on a local mirror site and the user's address is not within the territory covered by this site, or
2. The user has not submitted any data yet.

Solve it by:
1. asking the user to submit any data on this mirror website, or
2. changing the municipality the user is registered at in the mirror website


List of rights granted to this user, and any possible restrictions to the right:

· Restrictions related to geography: The right applies only at one, or few, geographical places like sites, municipalities, or cantons. In the image below, the user can only export data of the species Paratettix meridionalis in the municipality of Pamplona/Iruña. It is represented by a blue line.

Users with no geographical restriction is marked with a globe icon No geo restrictions.png.

· Restrictions related to taxonomic groups: The right applies only for one, or few taxonomic groups or species. In the image below, the user can only export data of the species Paratettix meridionalis, and can ask for verification details only for birds. It is represented by a green line.

· Restrictions related to protocols: The right applies only to one or few protocols, projects or to the rarity committee. In the image below, the user has administration rights only for the Waterbird census protocol, and no other protocol. It is represented by an orange line.

· Unrestricted right: Some users may not have any restriction to a right. It is marked by a warning symbol No admin restriction.png.


2023-04-04 admin users rights restrictions.png

Admin users rights and restrictions.

BACK: Go back to previous screen.
10. Edit: Edit rights. See subsection below for more information.
11. Delete: Revoque this right to the user. A message will ask you to confirm.
12. +NEW: Grant a new right to this user. See details below.



10. Edit
Change restrictions for this user to this right.


2023-04-04 eding editing.png

Finish editing.

1. BACK: Go to previous screen without saving.
2. MODIFY: Click to save changes.



12. NEW
Grant a new right to this user. Choose right from the expandable menu. If the selected right accepts restrictions, they will open underneath. Select specific options to which the user will have rights to (see examples in the image below). Do not select anythig to grant unrstricted rights. This will be indicated by a warning mark on the main list (see image Admin users rights and restrictions).


2023-04-04 grant rights to users.png

Granting rights to users. Example.

13. Tick those taxonomic groups the user will have right to.
14. Start typing the name on the left field, and select from the expandable panel on the right. The user will have rights only on the selected species. When done, click + (number 15), and repeat the process to add other species.
15. Adds a restriction.
16. +ADD: Click Add to save, or BACK to go to previous screen without saving.



Underneath the list of users, some statistics are displayed.

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Statistics.



List of exports


Admin users rights


Main Menu > Administration > Users administration > Admin users rights.

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Admin users rights.



List of all possible rights. Use arrows under titles to alternate between ascending and descending order (see image as an example).

Capture 2023-04-10 List admin users rights.png

List of admin users rights.

1. Page and items
2. Details
3. Edit



1. Search

Select page number and/or number of items per page.

2. Details

Click to see details of selected right.

Edit users rights.png

User's rights. Details.

1. BACK: Go to previous page without saving.
2. EDIT: Modify details. See next sub section Edit for more information.



3. Edit

Click to modify user's rights.

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User's rights. Edit.

1. BACK: Go to previous page without saving.
2. MODIFY: Save changes.



List of rights


  Summary table users' rights


Theme Code Name Restriction1,2
Backoffice ADMIN Admin rights · Mirror site
· Taxa
Places ADMIN_CONFIG_SITE Access to site configuration n/a
Backoffice ADMIN_CONTENT Content page admin rights · Mirror site
Sightings ADMIN_HIDDEN Rights to request verification of a sighting · Taxa
Places ADMIN_HIDDEN_PLACE Visualisation / Admin of hidden localities n/a
Backoffice ADMIN_LANGU Admin languages n/a
Backoffice ADMIN_LINKS Links admin rights · Mirror site
Backoffice ADMIN_NEWS News admin rights · Mirror site

· Taxa

· Protocol
Backoffice ADMIN_NEWSLETTER Newsletter Right n/a
Protocol/Project/Rarities committee ADMIN_NO NocMig admin access n/a
Sightings ADMIN_OBS Sightings management rights · Location
· Taxa
Sightings ADMIN_OBS_HIDDEN Right to see hidden records · Location
· Taxa
Sightings ADMIN_OBS_HIDDEN_COMMENT Right to see hidden comments n/a
Backoffice ADMIN_SCHEDULE Schedule news admin right · Mirror site
Places ADMIN_SITE Places management rights n/a
Backoffice ADMIN_USER Users administration · Taxa
Sightings ADVANCED Access for data entry for restricted species · Taxa
Tools API_ACCESS_OTHER_USER Right to access all user account using the API n/a
Tools ATLAS Access to advanced atlas functions · Taxa
Tools ATLAS_ADMIN Atlas administrator n/a
Tools ATLAS_API_FILE_UPLOAD Upload atlas documents with API n/a
BODENSEE ? n/a
Sightings CONFIRM_OBS Confirmation rights · Taxa
COR ? n/a
Tests DELETE_PUBLIC_VALIDATION Remove the right to community validation n/a
Tests DISPLAY_LAST_STOC_FORM Access to protocol features under development n/a
Sightings EXPORT Export rights · Location
· Taxa
Sightings EXPORT_ENTITY Right to export for entity n/a
Tools FREE_AREAS Access to the free site management tool n/a
Sightings FULL_SEARCH Right to use the search engine, despite the quota n/a
Tests FULL_STAT Access to the complete stats n/a
Places FUSION_SITE Right to lump several localities n/a
Tools GUID Access to GUID/UUID n/a
Sightings IMPORT Import rights n/a
Tools LAST_PUBLIC_PHOTO_RIGHT Access to API photo n/a
Tools MERGE_LIST Access to the list merge tool n/a
Sightings OBSERVATION_SELECTION Access to the “Like” module for observations n/a
Backoffice OBSERVER Basic rights for registered users n/a
Sightings OBSERVER_IMPORT Right to import self records (Excel) n/a
Sightings PEOPLE_SEARCH Right to filter by user n/a
Tools POLYGON_DATA_DRAW Right to draw polygons for the asynchron cache n/a
Tools POLYGON_DISPLAY_EXCLUDED_SPECIES Right to see excluded species from summary maps n/a
Places PRIVATE PLACE Right to see private places n/a
Protocol/Project/Rarities committee PROJECT Access to projects · Project
Protocol/Project/Rarities committee PROJECT_ADMIN4 Project administrators4 · Project
Protocol/Project/Rarities committee PROTO Access to protocols · Protocol
Protocol/Project/Rarities committee PROTO_ADMIN4 Protocol administrator4 · Location

· Taxa

· Protocol
Protocol/Project/Rarities committee PROTO_MANAGE4 Protocol manager4 · Location
· Protocol
Tools QRCODE QR code administrator n/a
Protocol/Project/Rarities committee RARITIES_COMMITTEE Rarity committee member · Committee3
Protocol/Project/Rarities committee RARITIES_COMMITTEE_ADMIN4 Rarity committee secretary4 · Committee3
Protocol/Project/Rarities committee SKIP_RANDOM_SELECTION Allow to skip random square selection n/a
Tools TELEMETRIC_OBS Access to telemetry data entry n/a
Tests TEMP_PAGES Access to pages in construction n/a
Sightings USER_WITH Access for data entry for restricted taxonomic groups · Taxa
Places USER_WITH_ADD_SITE Right to add new places n/a
Places USER_WITH_ADD_SITE_OBJECT Create a new object · Taxa
Sightings USER_WITH_ASK_DEAD Access to the mortality module n/a
Tests USER_WITH_ASK_SAMPLE Access to sample n/a
Tests USER_WITH_CAN_TRY_RESPONSIVE Right to access the responsive interface n/a
Sightings USER_WITH_CHANGE_SPECIE_OTHER_TAXO Right to change the species out of the taxonomic group n/a
Sightings USER_WITH_COMPARE_USERS Autorise species lists comparison by observer n/a
Other USER_WITH_GOOGLE_MAP Allow the use of GoogleMap layers n/a
Protocol/Project/Rarities committee USER_WITH_RARITIES_COMMITTEE_REPORT Test user for rarity committee n/a
Tests USER_WITH_RESPONSIVE Access to the responsive interface n/a

1Some local portals may not apply the restriction.
2The level of restriction depends on the local portal.
3Homologation committee.
4This right interacts with other rights. See detailed description below.



Admin rights
· Allows all rights. Grant with moderation.
· The beneficiary automatically appears at 'System administrator' on Useful information > Users access rights > System administrators.

Access to site configuration
·

Content page admin rights
· Allows creating a page on the site.
· It gives access to sections Admin page content and Content categories *.
· When done, select if you want it visible or not (See wiki section Administration > Website administration > Admin page content > Edit). It may be useful if it is not created at once and / or partners need to review it before publication.
· Seeing a page that is not yet visible requires Access to pages in construction.
· * In ornitho.de, ornitho.at and ornitho.it Content page admin right does not give access to Content categories. It requires Access to pages in construction.

Right to request verification of a sighting
· Grants the right to mark an observation requiring more information and to add comments to the observation.
· When available, gives access to the Validity level.
· The right does not allow modifying the observation.
· The beneficiary automatically appears at 'Rights to request verification of a sighting' on Useful information > Users access rights > Rights to request verification of a sighting.

Visualisation / Admin of hidden localities
· Allows to activate/deactivate a locality.
· A deactivated locality does not accept observations; it needs to be activated beforehand.
· This right requires the right Places management rights beforehand to work.

Admin languages
· Allows changing the texts on the site.
· The right gives access to Admin text.
· It is independent on the languages of the site.

Links admin rights
·

News admin rights
· Allows posting notes on the newsboard.
·

Newsletter management
·

NocMig admin access
·

Sightings management rights
· Allows modifying, deleting and / or exporting other's observations.
· It does not include seeing hidden data.
· Seeing hidden data requires Right to see hidden records.

It also allows you to access the precise location of observations and modify the CHR/CHN status. It also adds the ability to search CHR/CHN data in the "Other Restrictions" tab of the search.
This right also allows, when forms are installed on your site, access to sorting by form in the multi-criteria search (box: "Limit to data transmitted by forms" (the box on the right allows you to enter the form number if you know it). In the near future, Gaëtan will also allow reviewers to have this option.
This right also allows you to search data associated with a project (for all active projects on the platform).


Right to see hidden records
· Allows to see hidden observations.
·

Right to see hidden comments
· Allows seeing hidden comments.
·

Schedule news admin right
·

Places management rights
· Allows to modify a place: change name, change elevation and move place.
· The beneficiary automatically appears at 'Users allowed to manage localities' on Useful information > Users access rights > Users allowed to manage localities.

Users administration
·

Access for data entry for restricted species
· Allows summiting observations of restricted species.
·

Right to access all user account using the API
·

Access to advanced atlas functions
·

Atlas administration
·

Upload atlas documents with API
·

Bodensee?
·

Confirmation rights
· Gives right to mark a verification as correct, without passing through a Rarity Committee.
· It is often used for non-bird species.


Cor?
·

Remove the right to community validation
·

Access to protocol features under development
·

Export rights
· Allows exporting all data, independently of observer.
·

Right to export for entity
·

Access to free site management tool
· Opens access to the Free area tool to users.
·

Right to use the search engine, despite the quota
· Allows full access to the search engine, independently of the number of submitted records.
·

Access to the complete stats
· Allows seeing the first 80 entries of observers' list instead of the first 5.
·

Right to lump several localities
·

Access to GUID/UUID
·

Import rights
·

Access to API photo
·

Access to the list merge tool
·

Access to the “Like” module for observations
·

Basic rights for registered users
·

Right to import self records (Excel)
·

Right to filter by user
·

Right to draw polygons for the asynchron cache
·

Right to see excluded species from summary maps
·

Right to see private places
·

Access to projects
· Allows entering observations to a specific project.
· Only grants rights to the project assigned.
· If a user is granted Project adminisration rights gets automatically granted the right to access projects.

Project administrators
· Allows setting parameters to projects.
· Only grants rights to the project assigned.
· A user with this right gets automatically also Access to projects.

Access to protocols
· Allows entering data to a specific protocol.
· Protocol administrators and protocol managers automatically receive the right to access protocols.

Protocol administrator
· Gives rights to assign users to protocols and to define protocol parameters.
· Gives access to Protocols > Settings.
· Only grants rights to the protocols assigned.
· A protocol administrator automatically receives the right to Access the protocol and manage the protocol.

Protocol manager
· Gives rights to assign users to protocols.
· It does not allow setting protocol parameters.
· Only grants rights to the protocols assigned.
· A protocol administrator automatically receives the right to Access the protocol.

QR code administrator
·

Rarity committee member
·
· If a user is granted the Rarities committee administration right they are automatically granted the Rarity committee member right.

Rarity committee secretary
·
· A user with the Rarity committee secretary right is automatically granted the [[user administration#Rarities committee|Rarity committee member right.

Allow to skip random square selection
· In STOC protocols, the administrator can assign a specific square to a user, without randomisation or the possibility of choosing between two squares.

Access to telemetry data entry
·

Access to pages in construction
· Allows seeing pages not visible to other users.
· It may be useful when several partners need to review the page before it is published.
· Creating content requires Content page admin rights.
· In ornitho.de, ornitho.at and onrnitho.it it gives access to Content categories. All other portals get access to Content categories with Content page admin rights.

Access for data entry for restricted taxonomic groups
· Allows user to enter data for one or more taxonomic groups when they are restricted.
· Requires a right for each taxonomic group.

Right to add new places
· Allows creating new places.
· It does not allow to modify or merge places.
· Modifying a place requires Places management rights.
· Merging places requires Fusion site/Right to lump several localities.

Create a new object
·

Access to mortality module
· The user have access to the [[Modules#Mortality_Module|Mortality module to report injured and/or dead individuals.

Access to sample
·

Right to access responsive interface
·

Right to change the species out of the taxonomic group
·

Authorise species lists comparison by observer
·

Allow the use of GoogleMap layers
·

Test user for rarity committee
·

Access to the responsive interface
·

Who's online?


Main Menu > Administration > Users administration > Who's online?.

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Who's online?



List of all opened sessions. Gives information on users and conection details.

2023-04-10 List whos online.png

List of online users.

1. User's details
2. Connection details



1. User's details

User name and prefered language.

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Information on online users.

3. Click on icon to access observer details. See image Admin users. Observer details as an example. Edit if necessay as explained in wiki section Administration > User's administration > Admin users > Observers > 3. Details.

4. Access the list of observations submitted by the user.



2. Connection details

Numbers under the name (blured in the image), indicate the internet provider and IP address for the current session.

Admin of committees


Main Menu > Administration > Users administration > Admin of committees.

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Admin of committees.



Committees list


List of existing committees associated to this local portal. Use arrows under titles to alternate between ascending and descending order (see image as an example).

2023-04-10 list of committees.png

List of committees.

1. Page and items
2. Page and items
3. Edit
4. Delete
5. NEW


Committee name: Name given to the committee in the selected language.
Position: In which position the committee will show on the list.
Visible: Indicates if the committee will be visible or not.



1. Page and items

Select page number and/or number of items per page.

2. Details

Click to see details of the selected committee, including its name the different languages.

2023-04-10 Committee details.png

Committee details.

BACK: Go to previous screen.
EDIT: See edit subsection below.
DELETE: Delete the selected committee. You will be asked to confirm.



3. Edit

Modify details of committee, or add name in a new language.

2023-04-10 edit committee.png

Edit committee.

Committee name: Select the tab language and add / modify committee name in the selected language.
Position: Type the position in which this committee will appear in the public list.
Visible: Indicate if the committee will be visible or not.

BACK: Go to previous screen without saving.
MODIFY: Save changes.



4. Delete

Delete the selected committee. You will be asked to confirm.

5. NEW

Create a new committee.

2023-04-10 Create new committee.png

Creating a new committee.

6. Language: Select language in which you want to name the committee. You may choose more than one language.
7. Name: Type a name for the new committee in the selected language. If you need to add a new languege repeat step 6.
8. Position: Type the position in which the new committee will show in the list.
9. Visible?: Indicate if the committee will be visible to users.

BACK: Go back without saving.
ADD: Save the new committee.



Members list


List of all members belong to any committee. Use arrows under titles to alternate between ascending and descending order (see image as an example).

2023-04-11 Committees members list.png

Committees' members list.

1. Search
2. Page and items
3. Details
4. Edit
5. Delete
6. NEW


Committee: Name of the existing committee.
Observer: Name and email address of observer.
Comment: When available, comment in the language the page is on.



1. Search

Reduce list by selecting a committee from the expandable menu, and clicking SEACH. When a filter is applied, click on DISPLAY ALL to see the full list.

2. Page and items

Select page number and/or number of items per page.

3. Details

See details of observers and their assigned committee, as well as some comment if available.

4. Edit

Modify the user assigned to a committee, or the committee a ser belongs to. Add or edit a comment if necessary.

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Editing Committee's members list.

7. Modify committee: Start typing the name of the committee (a) and select from the expandable menu (b).
8. Modify observer: Start typing the name of the obsever (a) and select from the expandable menu (b).
9. Select language: Select a language to leave a comment. The comment will only be visible if the page language is that of the comment. You can leave a comment in different languages.
10. Leave comment: Type comment if necessary. If needed, repeat from 9 to leave a comment in multiple languages.

BACK: Go to previous screen without saving changes.
MODIFY: Save changes.



5. Delete

Delete the user assigned to a committee. You will be asked to confirm.

6. NEW

Assign a new user to an existing committee.

2023-04-11 Committee new members list.png

Committee's members list. New.

7. Select committee: Start typing the name of an existing committee (a) and select from the expandable menu (b).
8. Select observer: Start typing the name of the obsever (a) and select from the expandable menu (b).
9. Select language: Select a language to leave a comment. The comment will only be visible if the page language is that of the comment. You can leave a comment in different languages.
10. Leave comment: Type comment if necessary. If needed, repeat from 9 to leave a comment in multiple languages.

BACK: Go to previous screen without saving.
MODIFY: Save changes.