How to Add or remove users

Introduction

This document explains how to add a new user or block an existing user from your Powerbase.

You have to be a Powerbase Administrator to do this. If you don’t have anyone on staff who is a Powerbase Administrator, please have your Executive Director contact Powerbase support via email (support@progressivetech.org) and authorize us to make someone on your staff a Powerbase Administrator.

When you are logged in, click on the Home link if you are not already on the Home page.

Add user

Click on Administer menu > Drupal Administration:

Powerbase Drupal Administration link

Click the People link under Administration.

Click on the > People link

Adding a new User account

Click the Add User link at the top.

Click the Add User Button

Fill in the form.

This is the form for adding users. Complete the required and highlighted fields.

  • Add their Email.
  • Put in the user name that they will use to log in with. Avoid spaces and capital letters.
  • Put in a password with numbers and upper and lower case letters - BUT DON'T TELL THEM THE PASSWORD YOU CREATED! Best practice is for individuals to create their own unique password.
  • Mark them as a Powerbase User or Powerbase Administrator. Don’t use the other categories (other than authenticated user which is on by default).
  • If you check "Notify user of new account" they will get an email message with a link allowing them to login immediately. Otherwise, let them know the link to Powerbase,
  • Add their first and last names.
  • Click Create new account

Let them know their username, and then have them click on REQUEST NEW PASSWORD, and then they can create their unique password and SAVE their account.

To get back to the Powerbase Home screen, click on the CiviCRM link in the upper left.

Editing, Blocking or Canceling a User account record.

We recommend blocking and deleting users whenever they leave your organization.

From the “People” list, you can edit an existing record, by selecting “edit” on the row that the user record is on. From the resulting window, you can change the password, their role, and their time zone.

This is also one of the ways that you can block them or cancel the account. To block them, just change their Status to “blocked” and press the Save button. Blocked users can be changed back to active at any time without losing any data.

If you want to delete the user account record, click “Cancel account”.

Use this form to edit, block or cancel a user

When you get to this page after clicking the “Cancel account” button, select “Delete the account and make its content belong to the Anonymous user.”

Select Delete the account and make its content belong to the Anonymous user.

Category: 
Admin Tasks