OpenCRVS
v1.3
v1.3
  • 👋Introduction
  • Product Specifications
    • Functional Architecture
    • Workflow management
    • Status Flow Diagram
    • Users
      • Examples
    • Core functions
      • 1. Notify event
      • 2. Declare event
      • 3. Validate event
      • 4. Register event
      • 5. Print certificate
      • 5. Issue certificate
      • 6. Search for a record
      • 7. View record
      • 8. Correct record
      • 9. Verify record
      • 10. Archive record
      • 11. Vital statistics export
    • Support functions
      • 10. Login
      • 11. Audit
      • 12. Deduplication
      • 13. Performance management
      • 14. Payment
      • 15. Learning
      • 16. User support
    • Admin functions
      • 17. User management
      • 18. Comms management
      • 19. Content management
      • 20. Config management
    • Data functions
      • 21. Legacy data import
      • 22. Legacy paper import
  • Technology
    • Architecture
      • Performance tests
    • Standards
      • FHIR Documents
        • Event Composition
        • Person
        • Registration Task
        • Event Observations
        • Locations
    • Security
    • Interoperability
      • Create a client
      • Authenticate a client
      • Event Notification clients
      • Record Search clients
      • Webhook clients
      • National ID client
      • FHIR Location REST API
      • Other ways to interoperate
  • Default configuration
    • Intro to Farajaland
    • Civil registration in Farajaland
    • OpenCRVS configuration in Farajaland
      • User / role mapping
      • Application settings
      • Declaration forms
      • Certificate templates
    • Business process flows in Farajaland
  • Setup
    • 1. Establish team
    • 2. Gather requirements
    • 3. Installation
      • 3.1 Set-up a local development environment
        • 3.1.1 Install the required dependencies
        • 3.1.2 Install OpenCRVS locally
        • 3.1.3 Starting and stopping OpenCRVS
        • 3.1.4 Log in to OpenCRVS locally
        • 3.1.5 Tooling
      • 3.2 Set-up your own country configuration
        • 3.2.1 Fork your own country configuration repository
        • 3.2.2 Set up administrative address divisions
          • 3.2.2.1 Prepare source file for administrative structure
          • 3.2.2.2 Prepare source file for statistics
        • 3.2.3 Set up CR offices and Health facilities
          • 3.2.3.1 Prepare source file for CRVS Office facilities
          • 3.2.3.2 Prepare source file for health facilities
        • 3.2.4 Set up employees & roles for testing or production
          • 3.2.3.1 Prepare source file for employees
          • 3.2.3.2 Configure role titles
        • 3.2.5 Set up application settings
          • 3.2.5.1 Configuring Metabase Dashboards
        • 3.2.6 Configure certificate templates
        • 3.2.7 Configure declaration forms
          • 3.2.7.1 Configuring an event form
        • 3.2.8 Seeding your local development environment database
          • 3.2.8.1 Clearing your local development environment database
        • 3.2.9 Countryconfig APIs explained
          • 3.2.9.1 Managing language content
      • 3.3 Set-up a server-hosted environment
        • 3.3.1 Provision your server nodes with SSH access
        • 3.3.2 Provision environment
        • 3.3.3 Provision a comms gateway
        • 3.3.4 Set up an SMTP server for OpenCRVS monitoring alerts
        • 3.3.5 Setup DNS A records
        • 3.3.6 Deploy (Automated & Manual)
        • 3.3.7 Seeding & clearing data on a server
        • 3.3.8 Automated & manual backup and manual restore
    • 4. Functional configuration
      • 4.1 Configure application settings
      • 4.2 Configure registration periods and fees
      • 4.3 Create new user roles
      • 4.4 Managing system users
    • 5. Testing
    • 6. Go-live
    • 7. Monitoring
      • 7.1 Application logs
      • 7.2 Infrastructure health
      • 7.3 Routine monitoring checklist
      • 7.4 Setting up alerts
      • 7.5 Managing a Docker Swarm
  • General
    • Contributing
    • Releases
      • v1.3.5: Release notes
      • v1.3.4: Release notes
      • v1.3.2: Release notes
      • v1.3.1: Release notes
      • v1.3.* to v1.3.* Migration notes
      • v1.3.0: Release notes
      • v1.2.* to v1.3.* Migration notes
        • v1.2 to v1.3: Form migration
      • v1.2.1: Release notes
      • Patch: Elasticsearch 7.10.2
      • v1.2.0: Release notes
      • v1.1.* to v1.2.* Migration notes
      • v.1.1.2: Release notes
      • v.1.1.1: Release notes
      • v1.1.0: Release notes
    • Interoperability roadmap
    • Product roadmap
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On this page
  • Before you start
  • Steps
  1. Setup
  2. 4. Functional configuration

4.4 Managing system users

Previous4.3 Create new user rolesNext5. Testing

Last updated 1 year ago

Before you start

  • Local System Admins and National System Admins can create and edit new users

  • You can have as many Field Agents, Registration Agents, Registrars and Performance Managers as you want in an office

  • Creating new Registrars requires you to upload a digital signature by default

Steps

  1. Search for the office Use the search to find the office you want to add users too.\

  2. Create a Field Agent Click the add new user button and complete the form with their details. Select Field Agent from the dropdown. Select the type of role. Review and confirm the new user details.\

  3. Create a Registration Agent, Performance Managers or Local System Admins The steps to creating these users is the same as a Field Agent except there is no role type for these users. \

  4. Create a Registrar In additional to the details required to create other user types, you are required to upload a signature of the Registrar. This will create a digital signature which will appear on the birth and death certificate. You can use a tool such as the to create high quality transparent digital signatures, alternatively you can use these steps: - Ask the Registrar to sign a piece of paper. - Scan the piece of paper - Use to convert the bitmap into a smooth scaleable vector. - Using a design tool such as , add the signature to an artboard. Keep the artboard aspect ratio consistent so that all digital signatures uploaded to OpenCRVS are the same size. The aspect ratio you choose will depend on your certificate design but we recommend 3:1. For either method, export the signature to PNG format and upload. Then review the new Registrar details and confirm.

Online Signature Creator
Potrace
Figma