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new 51d5176 Adding extended user profile information
51d5176 is described below
commit 51d5176c278faed58228c24156f563c5a15b9e3a
Author: eroma2014 <[email protected]>
AuthorDate: Mon Dec 19 15:16:55 2022 -0500
Adding extended user profile information
---
docs/user-documentation/extended-user-profile.md | 44 ++++++++++++++++++++++++
1 file changed, 44 insertions(+)
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+##Extended User Profile
+
+This feature is for gateway admins/PIs to obtain more gateway user
information.<br> The users will create the accounts by providing the minimum
information on local account creation and also comes through CILogon.<br>
+In both these the gateway admins will only know;</br>
+ - First Name </br>
+ - Last Name</br>
+ - Email </br>
+
+1. Manage Users page is for gateway admins to
+ - <a href= "#access">How to Access the Feature</a></br>
+ - <a href= "#profilefix">Correct User Profile</a></br>
+ - <a href= "#adduser">Add users to Groups</a></br>
+ - <a href= "#removeuser">Remove users from Group</a></br>
+ - <a href= "#deleteuser">Delete Unverified Users</a></br>
+
+#####<h5 id="access">Enable the Feature</h5>
+1. With the Extended User Profile Feature, you can add any additional
information you would want to obtain from the user. This information would
assist with better serving the gateways users.<br>
+2. Navigate to **Settings** → **Manage Users** → **Extended User
Profile**
+3. To enable the Extended User Profile, first you need to configure what
information you require from the users. You can shape the questions, using
fields;<br>
+ - Single Choice<br>
+ - Multiple Choice<br>
+ - Text<br>
+ - User Agreement<br>
+
+4. When adding above, you can state whether the information is required or
optional. Optional inofrmation can be ignored by the user at will but the
required information must be provided to gain access to the gateway.
+
+#####<h5 id="verificationoverride">Override Email Verification</h5>
+1. This is applicable for users who crated local accounts providing their
details.
+2. Users have to verify their email, but in the case of email verification
link is delayed, the gateway admin can override and enable the user.
+
+<ADD>------
+
+Image:Override Email Verification and Enable User
+
+#####<h5 id="profilefix">User Profile Correction</h5>
+1. When users use their existing institutional login, to create accounts
sometimes gateway may not receive vital information such as first name, last
name, email and rarely the username also not in the right format.
+2. Such situations, gateway admin need to fix.
+3. Gateway admin can add the first name, last name and set the username to the
email linked to the institution selected.
+
+<ADD>------
+
+Image:User Profile Correction Tab
+
+#####<h5 id="profilefix">User Profile Correction</h5>
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