User Management

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This guide covers how to create, manage, and assign permissions to users in CHASE.

User Accounts

Creating Users

Users can be created in several ways:

Individual Creation

1. Go to Admin > Users
2. Click "Add User"
3. Enter user details:
   • Name
   • Email
   • Role(s)
4. Save the user

Bulk Import

For larger conferences:

1. Go to Admin > Users > Import
2. Download the CSV template
3. Fill in user data
4. Upload the completed CSV
5. Review and confirm the import

Self-Registration

If enabled:

1. Users register through the login page
2. Admins approve pending registrations
3. Assign roles after approval

User Information

Each user has:

• Name - Display name
• Email - Login identifier
• Roles - Assigned permissions
• Delegations - Linked country/organization
• Committees - Accessible committees

Role Assignment

Assigning Roles

To assign roles to a user:

1. Open the user's profile
2. Go to the "Roles" section
3. Add or remove roles as needed
4. Save changes

Role Types

Role	Capabilities
Delegate	Participate in assigned committee
Chair	Manage assigned committee session
Admin	Full conference management access

Committee-Specific Roles

Roles can be scoped to specific committees:

• A user might be a Chair in one committee and a Delegate in another
• Admin access is typically conference-wide

Delegation Management

Linking Users to Delegations

1. Open the user's profile
2. Go to "Delegation Assignment"
3. Select the delegation (country/organization)
4. Choose which committees this applies to

Multiple Delegates per Delegation

Some conferences have multiple delegates per country:

1. Create all delegate accounts
2. Link them to the same delegation
3. They will share the delegation's permissions

Troubleshooting

Login Issues

If a user cannot log in:

1. Verify their email is correct
2. Check if the account is active
3. Reset their password if needed
4. Verify OIDC configuration if using SSO

Permission Issues

If a user lacks expected access:

1. Check their role assignments
2. Verify committee assignments
3. Ensure delegation linkage is correct

Removing Users

To deactivate a user:

1. Open their profile
2. Click "Deactivate Account"
3. The user will lose access but records are preserved

warning

Deleting users permanently removes their data. Consider deactivation for record-keeping.