OTF Hypha Field Guide
Getting StartedExploreLeadBuild
  • What is Hypha?
  • πŸš€Getting Started
    • Login
    • Your Profile
    • Create a user account
    • User Account Management
    • User Roles
      • Staff
      • Reviewer
      • Partner
      • Staff Admin & Admin
    • Two Factor Authentication (2FA)
      • Disabling 2FA
  • πŸ—ΊοΈExplore
    • Dashboard
    • Submissions
    • Application
  • πŸ”οΈLead
    • Update Status
      • Screening
      • Internal Review
      • Ready for Discussion
    • Filter
    • ✍️Communication
    • Assign or Change Leads
  • πŸ“ŠInsights
  • 🧭Navigate
    • WagTail Navigation
      • Explorer Menu
        • Apply
          • Add Custom Email Message
        • Settings
          • Users
          • Groups
          • Reviewer Settings
          • Determination messages
          • Application settings
  • πŸ—οΈBuild
    • Setting up funds and labs
      • Select a Workflow
        • πŸ’β€β™€οΈRequest
        • πŸ‘©β€πŸ¦³Request with External Reviewer
        • πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦Request with Community Review
        • πŸ’‘Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
    • Create Review Forms
    • Add Advisory Council or External Reviewer(s)
    • Create a new Round
    • Create a new Lab application
    • Publish a Fund & Lab
    • Create a Request For Partners (RFP)
    • πŸ›‘Terms & Conditions
      • Acknowledgements
      • My OTF Login
  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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  1. Getting Started

User Account Management

PreviousCreate a user accountNextUser Roles

Last updated 1 year ago

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OTF enables individuals with staff, staff admin, and admin user roles to create user accounts, assign roles or levels of access to the platform, enable and disable 2FA, and activate and deactivate user accounts, and have visibility over all user accounts.

This section will give you instructions for how to view all user accounts on the platform, and manage user accounts directly on the platform. When you are on the Wagtail Admin main navigation, go to Settings > Users

Once on the Users settings page, you could use the filters on the right-hand side of the page to parse through the Roles and Status you need. For example, you could filter or narrow down user accounts by role type like Reviewer, and narrow down these accounts further to Active or Inactive.

Once you have applied the filter, you could select all or specific accounts to either delete, set as active or deactivate, or assign different roles to the user accounts you have selected.

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