User Summary in PICS

Owned by Joe Robson (Unlicensed)
Last updated: Oct 28, 2024 by Rachel Bussey
4 min read

Selecting the ... icon next to a User and selecting Summary will open the User Summary page. The following details will show for the user account:

  • Full name

  • Status – This will be either Live, Suspended, Disabled, Deleted, or Pending

  • Username – This is the name the user uses to login to PICS. This will be set as their Email Address by default. Selecting the Edit icon here will allow you to edit the username.

  • Two Factor Authentication – This indicates whether the user has set up Two Factor Authentication for their account.

  • Email Address – Selecting this will open a new email to the address in your email server. Selecting Check Suppression Status will check whether PICS is suppressing this email address for any reason.

  • User Group – Selecting this will take you to the User Group Summary page.

  • User Type – This indicates whether the user is a Full, Light or WebForm Only user.

  • Funding Organisations

  • Officer – This is the Officer record linked to your user account.

The remaining details for the user are divided into four tabs: User Permissions, Main Advisers, Sites and File Types.

User Permissions

A list of all PICS user permissions with explanations can be found in User Permissions in PICS.

The User Permissions tab lists all permissions granted to the PICS user. If a permission is shown in the list, a user will have it set. A Find Permission search bar is available above the list.

If the user is part of a User Group, an additional column will indicate whether each permission has been inherited from the user group or manually added. If a tick is shown in the list for the permission, then it has been inherited from the user group. Selecting the name of the user group will take you to the corresponding User Group Summary page.

Editing User Permissions

Selecting Edit in this tab will open a window where you can use the tickboxes to set or disable any permissions that are not inherited from a user group.  The tickbox next to Permission can be used to set or remove all permissions at once. Once you have made your changes, select Save to finish.

 

Main Advisers

If the user is restricted to the case loads of certain main adviser Officers, permitted main advisers will be shown in the Main Advisers tab.

 

If there are no restrictions, this list will display a message instead.

 

Editing Officer Restrictions

Selecting Edit in this tab will allow you to either grant access to all officers or specify which officers you want to limit access to. Once you have made your choices, select Save to finish.

Sites

If the user is restricted to certain Sites, permitted sites will be shown in the Sites list. For each available site, the Code and Name will be shown.

If there are no restrictions, this list will display a message instead.

Editing Site Restrictions

Selecting Edit in this tab will allow you to either grant access to all sites or specify which sites you want to limit access to. Once you have made your choices, select Save to finish.

File Types

If the user is restricted to certain File Types, permitted types will be shown in the File Types tab. For each available type, the Code and Description will be shown.

If there are no restrictions, this list will display a message instead.

 

Editing File Type Restrictions

Selecting Edit in this tab will allow you to either grant access to all file types or specify which types you want to limit access to. Once you have made your choices, select Save to finish.

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