New Person Approval¶

This control has two parts:

• New Persons
• Details

New Persons¶

This tab control has three tabs:

• Waiting Approval
• Closed
• Declined

Waiting Approval¶

This page contains a table that shows a list of newly registered users that have yet to be approved. The table displays information such as name, email, phone, web domain, company, and organization. Users can approve or decline each registration, as well as search for specific registrations using the search bar.

Usage¶

1. Click the "Refresh" button with a circular arrow icon to refresh the table.
2. Select a registration by clicking on a row. The "Approve" button with a checkmark icon will only be enabled if all required information is provided. Click it to approve a registration.
3. Similarly, select a registration and click the "Decline" button with a ban icon to decline it. This button will only be enabled if a registration is selected.
4. To search for a specific registration, type keywords in the search bar located above the table. The table will display only those registrations that contain the specified keywords.

Closed¶

This page shows a table of records with pagination, sorting, and filtering options. The columns for each record include Name, Email, Web Domain, Company, and Organization. Users can search for records globally, sort the table, and select a single record for editing.

Usage¶

1. Type a search term into the search bar located in the top right corner of the page to search for a specific record.
2. The table includes pagination, with options to display 5, 10, 25, or 50 records per page. Click on the table headers to sort the table.
3. Click on the refresh button to reload the records.
4. Click any row to highlight the record and display details about the company or organization.
5. Edit records by clicking the "Edit" button on the right side of the record.

Declined¶

This page displays a table with multiple columns and rows of data representing approved new persons. Users can interact with the table by sorting columns, filtering data, selecting rows, and searching for specific information.

Usage¶

1. Click the "Refresh List" button to refresh the table.
2. Enter a search term in the search bar to search for information.
3. Click on a column header to sort the table.
4. Click on the filter icon in a column header to filter data.
5. Select a row to edit or delete the record.

Details¶

This control has two tabs:

• Basic Info
• Accounts

Basic Info¶

This page is a form that allows users to edit and save the details of a person. Fields include first name, last name, name, email, phone, web domain, and checkboxes for manager, admin, or regular user status. The page also includes two buttons for saving or canceling changes.

Usage¶

1. Fill in the appropriate fields.
2. Ensure that the "First Name" and "Last Name" fields are entered correctly. The name fields will be formatted appropriately.
3. Ensure that the "Email" and "Phone" fields are filled in.
4. Select the appropriate checkboxes for manager, admin, or user status.
5. Fill in any related fields.
6. Click the "Save" button to save changes.
7. If necessary, click the "Cancel" button to discard changes.

Note that the form cannot be saved if any required fields are empty or have incorrect data.

Accounts¶

This page includes a form used for editing details of a new person in the aportalApp. Fields include Company, Organization, and Service Account. The component also has Cancel and Save buttons.

Usage¶

1. Fill in the required fields with the appropriate information.
2. Click the Save button to save the information or click the Cancel button to discard the information.