bunker-admin
74e5fa6475
Remove unused planning docs (FEDERATION_PLAN.md, SERVICE_INTEGRATIONS.md), temporary screenshots, update .gitignore for Playwright MCP logs, and refresh MkDocs site build with updated repo data. Bunker Admin
3555 lines
92 KiB
HTML
3555 lines
92 KiB
HTML
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<!doctype html>
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<html lang="en" class="no-js">
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<head>
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<meta charset="utf-8">
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<meta name="viewport" content="width=device-width,initial-scale=1">
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<meta name="description" content="Manage users, roles, and the unified People CRM.">
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<meta name="author" content="Bunker Operations">
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<link rel="canonical" href="https://cmlite.org/docs/admin/people-access/">
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<link rel="prev" href="../dashboard/">
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<link rel="next" href="../advocacy/">
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<link rel="icon" href="../../../assets/favicon.png">
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<meta name="generator" content="mkdocs-1.6.1, mkdocs-material-9.7.6">
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<title>People & Access - Changemaker Lite</title>
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<link rel="stylesheet" href="../../../assets/stylesheets/main.484c7ddc.min.css">
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<link rel="stylesheet" href="../../../assets/stylesheets/palette.ab4e12ef.min.css">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link rel="stylesheet" href="https://fonts.googleapis.com/css?family=Inter:300,300i,400,400i,700,700i%7CJetBrains+Mono:400,400i,700,700i&display=fallback">
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<style>:root{--md-text-font:"Inter";--md-code-font:"JetBrains Mono"}</style>
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<link rel="stylesheet" href="../../../stylesheets/extra.css">
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<link rel="stylesheet" href="../../../stylesheets/home.css">
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<link rel="stylesheet" href="../../../stylesheets/docs-comments.css">
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<link rel="stylesheet" href="../../../assets/css/video-player.css">
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<link rel="stylesheet" href="../../../assets/css/image-gallery.css">
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<link rel="stylesheet" href="../../../assets/css/payment-widgets.css">
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<script>__md_scope=new URL("../../..",location),__md_hash=e=>[...e].reduce(((e,_)=>(e<<5)-e+_.charCodeAt(0)),0),__md_get=(e,_=localStorage,t=__md_scope)=>JSON.parse(_.getItem(t.pathname+"."+e)),__md_set=(e,_,t=localStorage,a=__md_scope)=>{try{t.setItem(a.pathname+"."+e,JSON.stringify(_))}catch(e){}}</script>
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<script>
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(function () {
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// API URL injected from MkDocs config.extra (set by env_config_hook.py)
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var apiUrl = "https://api.cmlite.org";
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if (!apiUrl) return;
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var trackUrl = apiUrl + "/api/docs-analytics/track";
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// Anonymous session UUID (sessionStorage — dies with tab close, no cookies)
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function getSessionHash() {
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var key = "__docs_sh";
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var hash = sessionStorage.getItem(key);
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if (!hash) {
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hash = crypto.randomUUID
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? crypto.randomUUID()
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: "xxxxxxxx-xxxx-4xxx-yxxx-xxxxxxxxxxxx".replace(/[xy]/g, function (c) {
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var r = (Math.random() * 16) | 0;
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return (c === "x" ? r : (r & 0x3) | 0x8).toString(16);
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});
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sessionStorage.setItem(key, hash);
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}
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return hash;
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}
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function trackPageView(path) {
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var payload = JSON.stringify({
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path: path,
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referrer: document.referrer || undefined,
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sessionHash: getSessionHash(),
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});
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// Prefer sendBeacon for reliability (works during tab close)
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if (navigator.sendBeacon) {
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navigator.sendBeacon(trackUrl, new Blob([payload], { type: "application/json" }));
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} else {
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fetch(trackUrl, {
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method: "POST",
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headers: { "Content-Type": "application/json" },
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body: payload,
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keepalive: true,
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}).catch(function () {});
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}
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}
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// Track initial page load
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trackPageView(location.pathname);
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// Subscribe to Material's SPA navigation observable (instant loading)
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if (typeof document$ !== "undefined") {
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document$.subscribe(function () {
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trackPageView(location.pathname);
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});
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}
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})();
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</script>
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<script>if("undefined"!=typeof __md_analytics){var consent=__md_get("__consent");consent&&consent.analytics&&__md_analytics()}</script>
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<meta property="og:type" content="website" />
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<meta property="og:title" content="People & Access - Changemaker Lite" />
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<meta property="og:description" content="Manage users, roles, and the unified People CRM." />
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<meta property="og:image" content="https://cmlite.org/assets/images/social/docs/admin/people-access.png" />
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<meta property="og:image:type" content="image/png" />
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<meta property="og:image:width" content="1200" />
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<meta property="og:image:height" content="630" />
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<meta property="og:url" content="https://cmlite.org/docs/admin/people-access/" />
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<meta property="twitter:card" content="summary_large_image" />
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<meta property="twitter:title" content="People & Access - Changemaker Lite" />
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<meta property="twitter:description" content="Manage users, roles, and the unified People CRM." />
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<meta property="twitter:image" content="https://cmlite.org/assets/images/social/docs/admin/people-access.png" />
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</head>
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<body dir="ltr" data-md-color-scheme="slate" data-md-color-primary="deep-purple" data-md-color-accent="amber">
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<input class="md-toggle" data-md-toggle="drawer" type="checkbox" id="__drawer" autocomplete="off">
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<input class="md-toggle" data-md-toggle="search" type="checkbox" id="__search" autocomplete="off">
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<label class="md-overlay" for="__drawer"></label>
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<div data-md-component="skip">
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<a href="#people-access" class="md-skip">
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Skip to content
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</a>
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</div>
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<div data-md-component="announce">
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<aside class="md-banner">
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<div class="md-banner__inner md-grid md-typeset">
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<button class="md-banner__button md-icon" aria-label="Don't show this again">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M19 6.41 17.59 5 12 10.59 6.41 5 5 6.41 10.59 12 5 17.59 6.41 19 12 13.41 17.59 19 19 17.59 13.41 12z"/></svg>
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</button>
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<link href="https://fonts.googleapis.com/icon?family=Material+Icons+Outlined" rel="stylesheet">
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<nav class="cm-header-nav" role="navigation" aria-label="Application">
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<div class="cm-header-nav__brand">
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<a href="#" data-path="/home" class="cm-header-nav__brand-link">
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<span class="cm-header-nav__brand-text">Changemaker Lite</span>
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</a>
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</div>
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<div class="cm-header-nav__links">
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<div class="cm-header-nav__links-inner">
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<a href="#" data-path="/home" class="cm-header-nav__link" data-nav-id="home"><span class="material-icons-outlined">home</span><span class="cm-header-nav__label">Home</span></a>
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<a href="#" data-path="/campaigns" class="cm-header-nav__link" data-nav-id="campaigns"><span class="material-icons-outlined">send</span><span class="cm-header-nav__label">Campaigns</span></a>
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<a href="#" data-path="/map" class="cm-header-nav__link" data-nav-id="map"><span class="material-icons-outlined">place</span><span class="cm-header-nav__label">Map</span></a>
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<div class="cm-header-nav__dropdown">
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<span class="cm-header-nav__link cm-header-nav__dropdown-trigger">
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<span class="material-icons-outlined">apps</span>
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<span class="cm-header-nav__label">Scheduling</span>
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<span class="material-icons-outlined cm-header-nav__chevron">expand_more</span>
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</span>
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<div class="cm-header-nav__dropdown-menu">
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<a href="#" data-path="/shifts" class="cm-header-nav__dropdown-item" data-nav-id="shifts"><span class="material-icons-outlined">schedule</span><span>Shifts</span></a>
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<a href="#" data-path="/events" class="cm-header-nav__dropdown-item" data-nav-id="events"><span class="material-icons-outlined">event</span><span>Calendar</span></a>
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<a href="#" data-path="/polls" class="cm-header-nav__dropdown-item" data-nav-id="polls"><span class="material-icons-outlined">bar_chart</span><span>Polls</span></a>
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</div>
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</div>
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<a href="#" data-path="/gallery" class="cm-header-nav__link" data-nav-id="gallery"><span class="material-icons-outlined">play_circle</span><span class="cm-header-nav__label">Gallery</span></a>
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<div class="cm-header-nav__dropdown">
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<span class="cm-header-nav__link cm-header-nav__dropdown-trigger">
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<span class="material-icons-outlined">account_balance_wallet</span>
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<span class="cm-header-nav__label">Commerce</span>
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<span class="material-icons-outlined cm-header-nav__chevron">expand_more</span>
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</span>
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<div class="cm-header-nav__dropdown-menu">
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<a href="#" data-path="/pricing" class="cm-header-nav__dropdown-item" data-nav-id="pricing"><span class="material-icons-outlined">attach_money</span><span>Pricing</span></a>
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<a href="#" data-path="/shop" class="cm-header-nav__dropdown-item" data-nav-id="shop"><span class="material-icons-outlined">shopping_bag</span><span>Shop</span></a>
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<a href="#" data-path="/donate" class="cm-header-nav__dropdown-item" data-nav-id="donate"><span class="material-icons-outlined">favorite_border</span><span>Donate</span></a>
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</div>
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</div>
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<a href="#" data-path="/wall-of-fame" class="cm-header-nav__link" data-nav-id="wall-of-fame"><span class="material-icons-outlined">emoji_events</span><span class="cm-header-nav__label">Wall of Fame</span></a>
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<a href="#" data-path="/pages" class="cm-header-nav__link" data-nav-id="pages"><span class="material-icons-outlined">description</span><span class="cm-header-nav__label">Pages</span></a>
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<a href="/" class="cm-header-nav__link" data-nav-id="landing"><span class="material-icons-outlined">language</span><span class="cm-header-nav__label">Website</span></a>
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<a href="/docs/" class="cm-header-nav__link" data-nav-id="docs"><span class="material-icons-outlined">menu_book</span><span class="cm-header-nav__label">Docs</span></a>
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<label for="__search" class="cm-header-nav__utility" title="Search">
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<span class="material-icons-outlined">search</span>
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</label>
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<button class="cm-header-nav__utility" id="cm-palette-toggle" title="Toggle dark mode" type="button">
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<span class="material-icons-outlined">dark_mode</span>
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</button>
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<a href="#" data-path="/login" class="cm-header-nav__link" id="cm-signin-link">
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<span class="material-icons-outlined">login</span>
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<span class="cm-header-nav__label">Sign In</span>
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</a>
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<div class="cm-header-nav__dropdown" id="cm-admin-dropdown" style="display:none">
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<span class="cm-header-nav__link cm-header-nav__dropdown-trigger">
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<span class="material-icons-outlined">person</span>
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<span class="cm-header-nav__label">Admin</span>
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<span class="material-icons-outlined cm-header-nav__chevron">expand_more</span>
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</span>
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<div class="cm-header-nav__dropdown-menu cm-header-nav__dropdown-menu--right">
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<a href="#" data-path="/app" class="cm-header-nav__dropdown-item"><span class="material-icons-outlined">dashboard</span><span>Admin Panel</span></a>
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<a href="#" data-path="/volunteer" class="cm-header-nav__dropdown-item"><span class="material-icons-outlined">volunteer_activism</span><span>Volunteer Portal</span></a>
|
||
<a href="#" data-path="/volunteer/profile" class="cm-header-nav__dropdown-item"><span class="material-icons-outlined">account_circle</span><span>My Profile</span></a>
|
||
<a href="#" data-path="/logout" class="cm-header-nav__dropdown-item"><span class="material-icons-outlined">logout</span><span>Logout</span></a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<button class="cm-header-nav__hamburger" aria-label="Open navigation menu">
|
||
<span class="material-icons-outlined">menu</span>
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||
</button>
|
||
</div>
|
||
</nav>
|
||
<div class="cm-header-nav__mobile-drawer" id="cm-mobile-drawer">
|
||
<div class="cm-header-nav__mobile-header">
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||
<span class="cm-header-nav__brand-text">Changemaker Lite</span>
|
||
<button class="cm-header-nav__mobile-close" aria-label="Close navigation menu">
|
||
<span class="material-icons-outlined">close</span>
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||
</button>
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||
</div>
|
||
<div class="cm-header-nav__mobile-links">
|
||
<label for="__search" class="cm-header-nav__mobile-link" style="cursor:pointer">
|
||
<span class="material-icons-outlined">search</span>
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||
<span>Search</span>
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||
</label>
|
||
<button class="cm-header-nav__mobile-link cm-header-nav__utility-btn" id="cm-mobile-palette-toggle" type="button">
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||
<span class="material-icons-outlined">dark_mode</span>
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||
<span>Dark Mode</span>
|
||
</button>
|
||
<button class="cm-header-nav__mobile-link cm-header-nav__utility-btn" id="cm-docs-sidebar-toggle" type="button">
|
||
<span class="material-icons-outlined">menu_book</span>
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||
<span>Docs Navigation</span>
|
||
</button>
|
||
<div class="cm-header-nav__mobile-divider"></div>
|
||
<a href="#" data-path="/home" class="cm-header-nav__mobile-link" data-nav-id="home"><span class="material-icons-outlined">home</span><span>Home</span></a>
|
||
<a href="#" data-path="/campaigns" class="cm-header-nav__mobile-link" data-nav-id="campaigns"><span class="material-icons-outlined">send</span><span>Campaigns</span></a>
|
||
<a href="#" data-path="/map" class="cm-header-nav__mobile-link" data-nav-id="map"><span class="material-icons-outlined">place</span><span>Map</span></a>
|
||
<div class="cm-header-nav__mobile-group" data-group-id="scheduling">
|
||
<span class="cm-header-nav__mobile-link cm-header-nav__mobile-group-trigger" role="button">
|
||
<span class="material-icons-outlined">apps</span>
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||
<span style="flex:1">Scheduling</span>
|
||
<span class="material-icons-outlined cm-header-nav__mobile-chevron">expand_more</span>
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||
</span>
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||
<div class="cm-header-nav__mobile-group-children">
|
||
<a href="#" data-path="/shifts" class="cm-header-nav__mobile-link" data-nav-id="shifts" style="padding-left:48px"><span class="material-icons-outlined">schedule</span><span>Shifts</span></a>
|
||
<a href="#" data-path="/events" class="cm-header-nav__mobile-link" data-nav-id="events" style="padding-left:48px"><span class="material-icons-outlined">event</span><span>Calendar</span></a>
|
||
<a href="#" data-path="/polls" class="cm-header-nav__mobile-link" data-nav-id="polls" style="padding-left:48px"><span class="material-icons-outlined">bar_chart</span><span>Polls</span></a>
|
||
</div>
|
||
</div>
|
||
<a href="#" data-path="/gallery" class="cm-header-nav__mobile-link" data-nav-id="gallery"><span class="material-icons-outlined">play_circle</span><span>Gallery</span></a>
|
||
<div class="cm-header-nav__mobile-group" data-group-id="commerce">
|
||
<span class="cm-header-nav__mobile-link cm-header-nav__mobile-group-trigger" role="button">
|
||
<span class="material-icons-outlined">account_balance_wallet</span>
|
||
<span style="flex:1">Commerce</span>
|
||
<span class="material-icons-outlined cm-header-nav__mobile-chevron">expand_more</span>
|
||
</span>
|
||
<div class="cm-header-nav__mobile-group-children">
|
||
<a href="#" data-path="/pricing" class="cm-header-nav__mobile-link" data-nav-id="pricing" style="padding-left:48px"><span class="material-icons-outlined">attach_money</span><span>Pricing</span></a>
|
||
<a href="#" data-path="/shop" class="cm-header-nav__mobile-link" data-nav-id="shop" style="padding-left:48px"><span class="material-icons-outlined">shopping_bag</span><span>Shop</span></a>
|
||
<a href="#" data-path="/donate" class="cm-header-nav__mobile-link" data-nav-id="donate" style="padding-left:48px"><span class="material-icons-outlined">favorite_border</span><span>Donate</span></a>
|
||
</div>
|
||
</div>
|
||
<a href="#" data-path="/wall-of-fame" class="cm-header-nav__mobile-link" data-nav-id="wall-of-fame"><span class="material-icons-outlined">emoji_events</span><span>Wall of Fame</span></a>
|
||
<a href="#" data-path="/pages" class="cm-header-nav__mobile-link" data-nav-id="pages"><span class="material-icons-outlined">description</span><span>Pages</span></a>
|
||
<a href="/" class="cm-header-nav__mobile-link" data-nav-id="landing"><span class="material-icons-outlined">language</span><span>Website</span></a>
|
||
<a href="/docs/" class="cm-header-nav__mobile-link" data-nav-id="docs"><span class="material-icons-outlined">menu_book</span><span>Docs</span></a>
|
||
<div class="cm-header-nav__mobile-divider"></div>
|
||
<a href="#" data-path="/login" class="cm-header-nav__mobile-link" id="cm-mobile-signin-link">
|
||
<span class="material-icons-outlined">login</span>
|
||
<span>Sign In</span>
|
||
</a>
|
||
<div class="cm-header-nav__mobile-group" data-group-id="admin" id="cm-mobile-admin-group" style="display:none">
|
||
<span class="cm-header-nav__mobile-link cm-header-nav__mobile-group-trigger" role="button">
|
||
<span class="material-icons-outlined">person</span>
|
||
<span style="flex:1">Admin</span>
|
||
<span class="material-icons-outlined cm-header-nav__mobile-chevron">expand_more</span>
|
||
</span>
|
||
<div class="cm-header-nav__mobile-group-children">
|
||
<a href="#" data-path="/app" class="cm-header-nav__mobile-link" style="padding-left:48px"><span class="material-icons-outlined">dashboard</span><span>Admin Panel</span></a>
|
||
<a href="#" data-path="/volunteer" class="cm-header-nav__mobile-link" style="padding-left:48px"><span class="material-icons-outlined">volunteer_activism</span><span>Volunteer Portal</span></a>
|
||
<a href="#" data-path="/volunteer/profile" class="cm-header-nav__mobile-link" style="padding-left:48px"><span class="material-icons-outlined">account_circle</span><span>My Profile</span></a>
|
||
<a href="#" data-path="/logout" class="cm-header-nav__mobile-link" style="padding-left:48px"><span class="material-icons-outlined">logout</span><span>Logout</span></a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="cm-header-nav__mobile-overlay" id="cm-mobile-overlay"></div>
|
||
<script>
|
||
(function() {
|
||
var h = location.hostname;
|
||
var base;
|
||
if (h === 'localhost' || h === '127.0.0.1') {
|
||
base = location.protocol + '//localhost:' + (3002 || 3000);
|
||
} else {
|
||
var parts = h.split('.');
|
||
if (parts.length >= 3) { parts[0] = 'app'; }
|
||
else { parts.unshift('app'); }
|
||
base = location.protocol + '//' + parts.join('.');
|
||
}
|
||
var links = document.querySelectorAll('[data-path]');
|
||
for (var i = 0; i < links.length; i++) {
|
||
links[i].setAttribute('href', base + links[i].getAttribute('data-path'));
|
||
}
|
||
// Highlight active nav link based on current path
|
||
var path = location.pathname;
|
||
var activeLink = null;
|
||
if (path.indexOf('/docs') === 0) activeLink = 'docs';
|
||
document.querySelectorAll('.cm-header-nav__link[data-nav-id], .cm-header-nav__mobile-link[data-nav-id]').forEach(function(el) {
|
||
if (el.getAttribute('data-nav-id') === activeLink) {
|
||
el.classList.add('cm-header-nav__link--active');
|
||
}
|
||
});
|
||
// Hamburger toggle
|
||
var hamburger = document.querySelector('.cm-header-nav__hamburger');
|
||
var drawer = document.getElementById('cm-mobile-drawer');
|
||
var overlay = document.getElementById('cm-mobile-overlay');
|
||
var closeBtn = document.querySelector('.cm-header-nav__mobile-close');
|
||
function openDrawer() { drawer.classList.add('open'); overlay.classList.add('open'); }
|
||
function closeDrawer() { drawer.classList.remove('open'); overlay.classList.remove('open'); }
|
||
if (hamburger) hamburger.addEventListener('click', openDrawer);
|
||
if (closeBtn) closeBtn.addEventListener('click', closeDrawer);
|
||
if (overlay) overlay.addEventListener('click', closeDrawer);
|
||
// Mobile group expand/collapse toggles
|
||
document.querySelectorAll('.cm-header-nav__mobile-group-trigger').forEach(function(trigger) {
|
||
trigger.addEventListener('click', function() {
|
||
var group = this.closest('.cm-header-nav__mobile-group');
|
||
var children = group.querySelector('.cm-header-nav__mobile-group-children');
|
||
var isExpanded = group.classList.contains('expanded');
|
||
if (isExpanded) {
|
||
group.classList.remove('expanded');
|
||
children.style.display = 'none';
|
||
} else {
|
||
group.classList.add('expanded');
|
||
children.style.display = 'block';
|
||
}
|
||
});
|
||
});
|
||
// Auth-aware: show Admin dropdown for logged-in users, Sign In for guests.
|
||
// Uses hidden iframe + postMessage to read auth state from the app's origin.
|
||
function showAdminMenu() {
|
||
var s1 = document.getElementById('cm-signin-link');
|
||
var s2 = document.getElementById('cm-mobile-signin-link');
|
||
var a1 = document.getElementById('cm-admin-dropdown');
|
||
var a2 = document.getElementById('cm-mobile-admin-group');
|
||
if (s1) s1.style.display = 'none';
|
||
if (s2) s2.style.display = 'none';
|
||
if (a1) a1.style.display = '';
|
||
if (a2) a2.style.display = '';
|
||
}
|
||
// 1. Same-origin check (works when MkDocs served from same origin as app)
|
||
try {
|
||
var stored = localStorage.getItem('cml-auth');
|
||
if (stored) {
|
||
var parsed = JSON.parse(stored);
|
||
if (parsed && parsed.state && parsed.state.accessToken) {
|
||
showAdminMenu();
|
||
}
|
||
}
|
||
} catch(e) {}
|
||
// 2. Cross-origin check via hidden iframe + postMessage
|
||
var iframe = document.createElement('iframe');
|
||
iframe.style.display = 'none';
|
||
iframe.src = base + '/auth-check.html?origin=' + encodeURIComponent(location.origin);
|
||
window.addEventListener('message', function(event) {
|
||
if (event.origin !== base) return;
|
||
if (event.data && event.data.type === 'cml-auth-status' && event.data.authenticated) {
|
||
showAdminMenu();
|
||
}
|
||
});
|
||
document.body.appendChild(iframe);
|
||
// Palette toggle (dark/light mode)
|
||
function togglePalette() {
|
||
var inputs = document.querySelectorAll('.cm-palette-container input[name="__palette"]');
|
||
for (var i = 0; i < inputs.length; i++) {
|
||
if (!inputs[i].checked) { inputs[i].click(); break; }
|
||
}
|
||
setTimeout(updatePaletteIcon, 50);
|
||
}
|
||
function updatePaletteIcon() {
|
||
var scheme = document.body.getAttribute('data-md-color-scheme') || 'default';
|
||
var isDark = scheme === 'slate';
|
||
var icon = isDark ? 'light_mode' : 'dark_mode';
|
||
document.querySelectorAll('#cm-palette-toggle .material-icons-outlined, #cm-mobile-palette-toggle .material-icons-outlined').forEach(function(el) {
|
||
el.textContent = icon;
|
||
});
|
||
var ml = document.querySelector('#cm-mobile-palette-toggle span:not(.material-icons-outlined)');
|
||
if (ml) ml.textContent = isDark ? 'Light Mode' : 'Dark Mode';
|
||
}
|
||
var ptBtn = document.getElementById('cm-palette-toggle');
|
||
var ptBtnM = document.getElementById('cm-mobile-palette-toggle');
|
||
if (ptBtn) ptBtn.addEventListener('click', togglePalette);
|
||
if (ptBtnM) ptBtnM.addEventListener('click', function() { togglePalette(); closeDrawer(); });
|
||
// Docs sidebar toggle (opens Material's docs navigation drawer)
|
||
var docsSidebarBtn = document.getElementById('cm-docs-sidebar-toggle');
|
||
if (docsSidebarBtn) {
|
||
docsSidebarBtn.addEventListener('click', function() {
|
||
closeDrawer();
|
||
var dt = document.getElementById('__drawer');
|
||
if (dt) { dt.checked = !dt.checked; dt.dispatchEvent(new Event('change')); }
|
||
});
|
||
}
|
||
// Close custom drawer when search label is clicked on mobile + auto-focus input
|
||
document.querySelectorAll('label[for="__search"]').forEach(function(el) {
|
||
el.addEventListener('click', function() {
|
||
if (el.classList.contains('md-search__overlay')) return; // overlay has its own handler
|
||
closeDrawer();
|
||
setTimeout(function() {
|
||
var input = document.querySelector('.md-search__input');
|
||
if (input) input.focus();
|
||
}, 150);
|
||
});
|
||
});
|
||
// Search activation: Material may open search via checkbox OR by focusing the
|
||
// input directly (varies by version). Detect both and mirror as body class.
|
||
// NOTE: search DOM elements render AFTER the announce block in the template,
|
||
// so we must defer element queries until DOMContentLoaded.
|
||
var searchToggle = null;
|
||
var searchInput = null;
|
||
// Apply search layout inline styles (CSS-in-stylesheet is unreliable due to
|
||
// cross-origin Material stylesheets overriding !important rules)
|
||
function applySearchLayout(active) {
|
||
var inner = document.querySelector('.md-search__inner');
|
||
var output = document.querySelector('.md-search__output');
|
||
var scrollwrap = document.querySelector('.md-search__scrollwrap');
|
||
if (!inner) return;
|
||
var isDesktop = window.matchMedia('(min-width: 60em)').matches;
|
||
if (active) {
|
||
inner.style.setProperty('display', 'flex', 'important');
|
||
inner.style.setProperty('flex-direction', 'column', 'important');
|
||
inner.style.setProperty('overflow', 'hidden', 'important');
|
||
// Firefox needs explicit height (not just max-height) for flex children to grow
|
||
if (isDesktop) {
|
||
inner.style.setProperty('height', 'calc(100vh - 64px)', 'important');
|
||
}
|
||
if (output) {
|
||
output.style.setProperty('position', 'relative', 'important');
|
||
output.style.setProperty('flex', '1 1 0px', 'important');
|
||
output.style.setProperty('min-height', '0', 'important');
|
||
output.style.setProperty('display', 'flex', 'important');
|
||
output.style.setProperty('flex-direction', 'column', 'important');
|
||
output.style.setProperty('overflow', 'hidden', 'important');
|
||
output.style.setProperty('width', '100%', 'important');
|
||
}
|
||
if (scrollwrap) {
|
||
scrollwrap.style.setProperty('max-height', 'none', 'important');
|
||
scrollwrap.style.setProperty('flex', '1 1 0px', 'important');
|
||
scrollwrap.style.setProperty('min-height', '0', 'important');
|
||
scrollwrap.style.setProperty('overflow-y', 'auto', 'important');
|
||
}
|
||
// Force search result elements visible + ensure proper stacking (Firefox)
|
||
var resultList = document.querySelector('.md-search-result__list');
|
||
if (resultList) {
|
||
resultList.style.setProperty('display', 'block', 'important');
|
||
resultList.style.setProperty('visibility', 'visible', 'important');
|
||
resultList.style.setProperty('opacity', '1', 'important');
|
||
resultList.style.setProperty('max-height', 'none', 'important');
|
||
resultList.style.setProperty('overflow', 'visible', 'important');
|
||
resultList.style.setProperty('color', 'var(--md-default-fg-color)', 'important');
|
||
}
|
||
var resultContainer = document.querySelector('.md-search-result');
|
||
if (resultContainer) {
|
||
resultContainer.style.setProperty('display', 'block', 'important');
|
||
resultContainer.style.setProperty('visibility', 'visible', 'important');
|
||
resultContainer.style.setProperty('opacity', '1', 'important');
|
||
}
|
||
// Ensure scrollwrap has z-index above overlay
|
||
if (scrollwrap) {
|
||
scrollwrap.style.setProperty('position', 'relative', 'important');
|
||
scrollwrap.style.setProperty('z-index', '1', 'important');
|
||
scrollwrap.style.setProperty('background', 'var(--md-default-bg-color)', 'important');
|
||
}
|
||
} else {
|
||
inner.style.removeProperty('display');
|
||
inner.style.removeProperty('flex-direction');
|
||
inner.style.removeProperty('overflow');
|
||
inner.style.removeProperty('height');
|
||
if (output) {
|
||
output.style.removeProperty('position');
|
||
output.style.removeProperty('flex');
|
||
output.style.removeProperty('min-height');
|
||
output.style.removeProperty('display');
|
||
output.style.removeProperty('flex-direction');
|
||
output.style.removeProperty('overflow');
|
||
output.style.removeProperty('width');
|
||
}
|
||
if (scrollwrap) {
|
||
scrollwrap.style.removeProperty('max-height');
|
||
scrollwrap.style.removeProperty('flex');
|
||
scrollwrap.style.removeProperty('min-height');
|
||
scrollwrap.style.removeProperty('overflow-y');
|
||
scrollwrap.style.removeProperty('position');
|
||
scrollwrap.style.removeProperty('z-index');
|
||
scrollwrap.style.removeProperty('background');
|
||
}
|
||
var resultList = document.querySelector('.md-search-result__list');
|
||
if (resultList) resultList.removeAttribute('style');
|
||
var resultContainer = document.querySelector('.md-search-result');
|
||
if (resultContainer) resultContainer.removeAttribute('style');
|
||
}
|
||
}
|
||
function activateSearch() {
|
||
document.body.classList.add('cm-search-active');
|
||
if (searchToggle) searchToggle.checked = true;
|
||
applySearchLayout(true);
|
||
}
|
||
function deactivateSearch() {
|
||
document.body.classList.remove('cm-search-active');
|
||
if (searchToggle) searchToggle.checked = false;
|
||
if (searchInput) searchInput.blur();
|
||
applySearchLayout(false);
|
||
}
|
||
function isSearchActive() {
|
||
return document.body.classList.contains('cm-search-active');
|
||
}
|
||
// Custom search labels in the cm-header-nav (these exist now, in announce block)
|
||
document.querySelectorAll('label[for="__search"]').forEach(function(lbl) {
|
||
lbl.addEventListener('click', function() {
|
||
if (lbl.classList.contains('md-search__overlay')) return;
|
||
setTimeout(function() { activateSearch(); if (searchInput) searchInput.focus(); }, 50);
|
||
});
|
||
});
|
||
// Deferred bindings: attach handlers to search elements once they exist in the DOM
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
searchToggle = document.getElementById('__search');
|
||
searchInput = document.querySelector('.md-search__input');
|
||
// Detect search open via input focus
|
||
if (searchInput) {
|
||
searchInput.addEventListener('focus', activateSearch);
|
||
}
|
||
// Detect search open via checkbox
|
||
if (searchToggle) {
|
||
searchToggle.addEventListener('change', function() {
|
||
if (searchToggle.checked) activateSearch(); else deactivateSearch();
|
||
});
|
||
}
|
||
// Click on overlay (md-search__overlay label) to dismiss search
|
||
var searchOverlay = document.querySelector('.md-search__overlay');
|
||
if (searchOverlay) {
|
||
searchOverlay.addEventListener('click', function(e) {
|
||
e.preventDefault();
|
||
e.stopPropagation();
|
||
if (isSearchActive()) deactivateSearch();
|
||
});
|
||
}
|
||
});
|
||
// Click-outside to dismiss search (on document, works immediately)
|
||
document.addEventListener('mousedown', function(e) {
|
||
if (!isSearchActive()) return;
|
||
var panel = document.querySelector('.md-search__inner');
|
||
if (panel && panel.contains(e.target)) return;
|
||
// Let the overlay's own click handler deal with it
|
||
if (e.target.closest && e.target.closest('.md-search__overlay')) return;
|
||
if (e.target.closest && e.target.closest('label[for="__search"]')) return;
|
||
if (e.target.closest && e.target.closest('.cm-header-nav__utility')) return;
|
||
deactivateSearch();
|
||
});
|
||
// Escape key to dismiss
|
||
document.addEventListener('keydown', function(e) {
|
||
if (e.key === 'Escape' && isSearchActive()) setTimeout(deactivateSearch, 50);
|
||
});
|
||
// Init palette icon + observe changes
|
||
setTimeout(updatePaletteIcon, 100);
|
||
new MutationObserver(function() { updatePaletteIcon(); })
|
||
.observe(document.body, { attributes: true, attributeFilter: ['data-md-color-scheme'] });
|
||
})();
|
||
</script>
|
||
<style>
|
||
.md-banner {
|
||
background: transparent !important;
|
||
color: #ffffff !important;
|
||
padding: 0 !important;
|
||
margin: 0 !important;
|
||
overflow: visible !important;
|
||
border: none !important;
|
||
box-shadow: none !important;
|
||
position: relative;
|
||
z-index: 301;
|
||
}
|
||
.md-banner__inner {
|
||
overflow: visible !important;
|
||
margin: 0 !important;
|
||
padding: 0 !important;
|
||
max-width: 100% !important;
|
||
}
|
||
.md-banner__button {
|
||
display: none !important;
|
||
}
|
||
.cm-header-nav {
|
||
background: linear-gradient(135deg, #005a9c 0%, #007acc 100%);
|
||
height: 56px;
|
||
display: flex;
|
||
align-items: center;
|
||
justify-content: space-between;
|
||
padding: 0 24px;
|
||
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, sans-serif;
|
||
position: relative;
|
||
z-index: 100;
|
||
box-sizing: border-box;
|
||
}
|
||
.cm-header-nav a {
|
||
color: rgba(255, 255, 255, 0.85) !important;
|
||
}
|
||
.cm-header-nav__brand-link {
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 10px;
|
||
text-decoration: none !important;
|
||
color: #fff !important;
|
||
}
|
||
.cm-header-nav__brand-text {
|
||
font-size: 18px;
|
||
font-weight: 600;
|
||
color: #fff !important;
|
||
}
|
||
.cm-header-nav__links {
|
||
display: flex;
|
||
align-items: center;
|
||
}
|
||
.cm-header-nav__links-inner {
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 16px;
|
||
}
|
||
.cm-header-nav__link {
|
||
color: rgba(255, 255, 255, 0.85) !important;
|
||
text-decoration: none !important;
|
||
display: inline-flex;
|
||
align-items: center;
|
||
gap: 6px;
|
||
font-size: 14px;
|
||
transition: color 0.2s, border-color 0.2s;
|
||
white-space: nowrap;
|
||
padding-bottom: 2px;
|
||
border-bottom: 2px solid transparent;
|
||
}
|
||
.cm-header-nav__link:hover {
|
||
color: #fff !important;
|
||
text-decoration: none !important;
|
||
}
|
||
.cm-header-nav__link--active,
|
||
.cm-header-nav__link--active:hover {
|
||
color: #fff !important;
|
||
font-weight: 600;
|
||
border-bottom-color: #fff;
|
||
}
|
||
.cm-header-nav__link .material-icons-outlined {
|
||
font-size: 16px;
|
||
}
|
||
.cm-header-nav__hamburger {
|
||
display: none;
|
||
background: none;
|
||
border: none;
|
||
cursor: pointer;
|
||
padding: 4px 8px;
|
||
color: #fff;
|
||
}
|
||
.cm-header-nav__hamburger .material-icons-outlined {
|
||
font-size: 24px;
|
||
}
|
||
/* Desktop dropdown menus */
|
||
.cm-header-nav__dropdown {
|
||
position: relative;
|
||
display: inline-flex;
|
||
align-items: center;
|
||
}
|
||
.cm-header-nav__dropdown-trigger {
|
||
cursor: pointer;
|
||
user-select: none;
|
||
}
|
||
.cm-header-nav__dropdown-trigger .cm-header-nav__chevron {
|
||
font-size: 14px;
|
||
transition: transform 0.2s;
|
||
}
|
||
.cm-header-nav__dropdown:hover .cm-header-nav__chevron {
|
||
transform: rotate(180deg);
|
||
}
|
||
.cm-header-nav__dropdown-menu {
|
||
display: none;
|
||
position: absolute;
|
||
top: 100%;
|
||
left: 0;
|
||
min-width: 180px;
|
||
background: #1b2838;
|
||
border-radius: 8px;
|
||
padding: 6px 0;
|
||
box-shadow: 0 6px 16px rgba(0,0,0,0.3);
|
||
z-index: 100;
|
||
margin-top: 4px;
|
||
}
|
||
.cm-header-nav__dropdown:hover .cm-header-nav__dropdown-menu {
|
||
display: block;
|
||
}
|
||
.cm-header-nav__dropdown-menu--right {
|
||
left: auto;
|
||
right: 0;
|
||
}
|
||
.cm-header-nav__dropdown-item {
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 8px;
|
||
padding: 8px 16px;
|
||
color: rgba(255, 255, 255, 0.85) !important;
|
||
text-decoration: none !important;
|
||
font-size: 14px;
|
||
white-space: nowrap;
|
||
transition: background 0.15s;
|
||
}
|
||
.cm-header-nav__dropdown-item:hover {
|
||
background: rgba(255,255,255,0.1);
|
||
color: #fff !important;
|
||
text-decoration: none !important;
|
||
}
|
||
.cm-header-nav__dropdown-item .material-icons-outlined {
|
||
font-size: 16px;
|
||
}
|
||
/* Mobile drawer */
|
||
.cm-header-nav__mobile-drawer {
|
||
position: fixed;
|
||
top: 0;
|
||
right: -280px;
|
||
width: 280px;
|
||
height: 100vh;
|
||
background: #0d1b2a;
|
||
z-index: 10001;
|
||
transition: right 0.3s ease;
|
||
display: flex;
|
||
flex-direction: column;
|
||
}
|
||
.cm-header-nav__mobile-drawer.open {
|
||
right: 0;
|
||
}
|
||
.cm-header-nav__mobile-header {
|
||
display: flex;
|
||
align-items: center;
|
||
justify-content: space-between;
|
||
padding: 16px 24px;
|
||
border-bottom: 1px solid rgba(255,255,255,0.1);
|
||
background: #1b2838;
|
||
}
|
||
.cm-header-nav__mobile-close {
|
||
background: none;
|
||
border: none;
|
||
cursor: pointer;
|
||
color: rgba(255,255,255,0.85);
|
||
padding: 4px;
|
||
}
|
||
.cm-header-nav__mobile-links {
|
||
display: flex;
|
||
flex-direction: column;
|
||
gap: 4px;
|
||
padding: 16px 0;
|
||
}
|
||
.cm-header-nav__mobile-link {
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 10px;
|
||
padding: 12px 24px;
|
||
color: rgba(255,255,255,0.85) !important;
|
||
text-decoration: none !important;
|
||
font-size: 15px;
|
||
border-radius: 4px;
|
||
}
|
||
.cm-header-nav__mobile-link:hover {
|
||
background: rgba(255,255,255,0.1);
|
||
color: #fff !important;
|
||
text-decoration: none !important;
|
||
}
|
||
.cm-header-nav__mobile-link--active {
|
||
color: #fff !important;
|
||
font-weight: 600;
|
||
background: rgba(255,255,255,0.1);
|
||
}
|
||
.cm-header-nav__mobile-link .material-icons-outlined {
|
||
font-size: 18px;
|
||
}
|
||
/* Mobile group expand/collapse */
|
||
.cm-header-nav__mobile-group-trigger {
|
||
cursor: pointer;
|
||
user-select: none;
|
||
}
|
||
.cm-header-nav__mobile-chevron {
|
||
font-size: 14px !important;
|
||
transition: transform 0.2s;
|
||
}
|
||
.cm-header-nav__mobile-group.expanded .cm-header-nav__mobile-chevron {
|
||
transform: rotate(180deg);
|
||
}
|
||
.cm-header-nav__mobile-group-children {
|
||
display: none;
|
||
}
|
||
.cm-header-nav__mobile-overlay {
|
||
display: none;
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
right: 0;
|
||
bottom: 0;
|
||
background: rgba(0,0,0,0.5);
|
||
z-index: 10000;
|
||
}
|
||
.cm-header-nav__mobile-overlay.open {
|
||
display: block;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.cm-header-nav { padding: 0 16px; }
|
||
.cm-header-nav__links-inner { display: none; }
|
||
.cm-header-nav__hamburger { display: block; }
|
||
.cm-header-nav__dropdown-menu { display: none !important; }
|
||
}
|
||
/* Sidebar sticky offset = 0 since blue header scrolls away */
|
||
:root {
|
||
--md-header-height: 0px;
|
||
}
|
||
/* Hidden Material header — keeps search anchored near tabs */
|
||
.md-header--cm-hidden {
|
||
height: 0 !important;
|
||
min-height: 0 !important;
|
||
padding: 0 !important;
|
||
margin: 0 !important;
|
||
border: 0 !important;
|
||
overflow: visible !important;
|
||
background: transparent !important;
|
||
box-shadow: none !important;
|
||
position: sticky;
|
||
top: 0;
|
||
z-index: 200;
|
||
}
|
||
|
||
/* === DESKTOP SEARCH (>= 60em / 960px) === */
|
||
@media screen and (min-width: 60em) {
|
||
/* Fixed dropdown panel — layout (flex) applied via JS inline styles */
|
||
body.cm-search-active .md-header--cm-hidden .md-search__inner {
|
||
position: fixed !important;
|
||
top: 48px !important;
|
||
right: 16px !important;
|
||
left: auto !important;
|
||
width: min(34rem, calc(100vw - 32px)) !important;
|
||
max-height: calc(100vh - 64px) !important;
|
||
background: var(--md-default-bg-color) !important;
|
||
border-radius: 0 0 8px 8px !important;
|
||
box-shadow: 0 4px 24px rgba(0,0,0,0.25) !important;
|
||
z-index: 300 !important;
|
||
opacity: 1 !important;
|
||
transform: none !important;
|
||
visibility: visible !important;
|
||
pointer-events: auto !important;
|
||
clip-path: none !important;
|
||
}
|
||
|
||
/* Dark overlay behind search panel — catches clicks to dismiss */
|
||
body.cm-search-active .md-header--cm-hidden .md-search__overlay {
|
||
position: fixed !important;
|
||
top: 0 !important;
|
||
left: 0 !important;
|
||
width: 100vw !important;
|
||
height: 100vh !important;
|
||
background: rgba(0,0,0,0.54) !important;
|
||
opacity: 1 !important;
|
||
z-index: 299 !important;
|
||
border-radius: 0 !important;
|
||
transform: none !important;
|
||
cursor: default !important;
|
||
pointer-events: auto !important;
|
||
}
|
||
}
|
||
|
||
/* === MOBILE SEARCH (< 60em / 960px) === */
|
||
@media screen and (max-width: 59.984375em) {
|
||
/* Full-screen search takeover — layout (flex) applied via JS inline styles */
|
||
body.cm-search-active .md-header--cm-hidden .md-search__inner {
|
||
position: fixed !important;
|
||
top: 0 !important;
|
||
left: 0 !important;
|
||
right: 0 !important;
|
||
bottom: 0 !important;
|
||
width: 100% !important;
|
||
height: 100% !important;
|
||
opacity: 1 !important;
|
||
transform: none !important;
|
||
visibility: visible !important;
|
||
pointer-events: auto !important;
|
||
z-index: 300 !important;
|
||
background: var(--md-default-bg-color) !important;
|
||
clip-path: none !important;
|
||
}
|
||
}
|
||
|
||
/* Force search elements visible when active (layout handled by JS inline styles) */
|
||
body.cm-search-active .md-header--cm-hidden .md-search {
|
||
display: block !important;
|
||
visibility: visible !important;
|
||
opacity: 1 !important;
|
||
overflow: visible !important;
|
||
}
|
||
body.cm-search-active .md-header--cm-hidden .md-search__output {
|
||
opacity: 1 !important;
|
||
visibility: visible !important;
|
||
clip-path: none !important;
|
||
transform: none !important;
|
||
}
|
||
.cm-palette-container {
|
||
height: 0 !important;
|
||
overflow: hidden !important;
|
||
}
|
||
/* Material tabs: sticky at viewport top when blue header scrolls away */
|
||
.md-tabs {
|
||
position: sticky;
|
||
top: 0;
|
||
z-index: 99;
|
||
}
|
||
/* On mobile, hide tabs (sidebar provides navigation) */
|
||
@media (max-width: 768px) {
|
||
.md-tabs { display: none; }
|
||
}
|
||
/* Utility icon styling */
|
||
.cm-header-nav__utility {
|
||
background: none;
|
||
border: none;
|
||
color: rgba(255, 255, 255, 0.7);
|
||
cursor: pointer;
|
||
padding: 4px;
|
||
display: inline-flex;
|
||
align-items: center;
|
||
transition: color 0.2s;
|
||
}
|
||
.cm-header-nav__utility:hover { color: #fff; }
|
||
.cm-header-nav__utility .material-icons-outlined { font-size: 20px; }
|
||
.cm-header-nav__utility-btn {
|
||
background: none;
|
||
border: none;
|
||
color: rgba(255,255,255,0.85);
|
||
cursor: pointer;
|
||
font-size: 15px;
|
||
font-family: inherit;
|
||
width: 100%;
|
||
text-align: left;
|
||
}
|
||
.cm-header-nav__mobile-divider {
|
||
height: 1px;
|
||
background: rgba(255,255,255,0.1);
|
||
margin: 8px 24px;
|
||
}
|
||
</style>
|
||
|
||
</div>
|
||
|
||
<script>var el=document.querySelector("[data-md-component=announce]");if(el){var content=el.querySelector(".md-typeset");__md_hash(content.innerHTML)===__md_get("__announce")&&(el.hidden=!0)}</script>
|
||
|
||
</aside>
|
||
|
||
</div>
|
||
|
||
|
||
<header class="md-header md-header--cm-hidden" data-md-component="header">
|
||
<div class="cm-palette-container">
|
||
|
||
|
||
<form class="md-header__option" data-md-component="palette">
|
||
|
||
|
||
|
||
|
||
<input class="md-option" data-md-color-media="" data-md-color-scheme="slate" data-md-color-primary="deep-purple" data-md-color-accent="amber" aria-label="Switch to light mode" type="radio" name="__palette" id="__palette_0">
|
||
|
||
<label class="md-header__button md-icon" title="Switch to light mode" for="__palette_1" hidden>
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="m17.75 4.09-2.53 1.94.91 3.06-2.63-1.81-2.63 1.81.91-3.06-2.53-1.94L12.44 4l1.06-3 1.06 3zm3.5 6.91-1.64 1.25.59 1.98-1.7-1.17-1.7 1.17.59-1.98L15.75 11l2.06-.05L18.5 9l.69 1.95zm-2.28 4.95c.83-.08 1.72 1.1 1.19 1.85-.32.45-.66.87-1.08 1.27C15.17 23 8.84 23 4.94 19.07c-3.91-3.9-3.91-10.24 0-14.14.4-.4.82-.76 1.27-1.08.75-.53 1.93.36 1.85 1.19-.27 2.86.69 5.83 2.89 8.02a9.96 9.96 0 0 0 8.02 2.89m-1.64 2.02a12.08 12.08 0 0 1-7.8-3.47c-2.17-2.19-3.33-5-3.49-7.82-2.81 3.14-2.7 7.96.31 10.98 3.02 3.01 7.84 3.12 10.98.31"/></svg>
|
||
</label>
|
||
|
||
|
||
|
||
|
||
|
||
<input class="md-option" data-md-color-media="" data-md-color-scheme="default" data-md-color-primary="deep-purple" data-md-color-accent="amber" aria-label="Switch to dark mode" type="radio" name="__palette" id="__palette_1">
|
||
|
||
<label class="md-header__button md-icon" title="Switch to dark mode" for="__palette_0" hidden>
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 7a5 5 0 0 1 5 5 5 5 0 0 1-5 5 5 5 0 0 1-5-5 5 5 0 0 1 5-5m0 2a3 3 0 0 0-3 3 3 3 0 0 0 3 3 3 3 0 0 0 3-3 3 3 0 0 0-3-3m0-7 2.39 3.42C13.65 5.15 12.84 5 12 5s-1.65.15-2.39.42zM3.34 7l4.16-.35A7.2 7.2 0 0 0 5.94 8.5c-.44.74-.69 1.5-.83 2.29zm.02 10 1.76-3.77a7.131 7.131 0 0 0 2.38 4.14zM20.65 7l-1.77 3.79a7.02 7.02 0 0 0-2.38-4.15zm-.01 10-4.14.36c.59-.51 1.12-1.14 1.54-1.86.42-.73.69-1.5.83-2.29zM12 22l-2.41-3.44c.74.27 1.55.44 2.41.44.82 0 1.63-.17 2.37-.44z"/></svg>
|
||
</label>
|
||
|
||
|
||
</form>
|
||
|
||
|
||
</div>
|
||
|
||
<div class="md-search" data-md-component="search" role="dialog">
|
||
<label class="md-search__overlay" for="__search"></label>
|
||
<div class="md-search__inner" role="search">
|
||
<form class="md-search__form" name="search">
|
||
<input type="text" class="md-search__input" name="query" aria-label="Search" placeholder="Search" autocapitalize="off" autocorrect="off" autocomplete="off" spellcheck="false" data-md-component="search-query" required>
|
||
<label class="md-search__icon md-icon" for="__search">
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M9.5 3A6.5 6.5 0 0 1 16 9.5c0 1.61-.59 3.09-1.56 4.23l.27.27h.79l5 5-1.5 1.5-5-5v-.79l-.27-.27A6.52 6.52 0 0 1 9.5 16 6.5 6.5 0 0 1 3 9.5 6.5 6.5 0 0 1 9.5 3m0 2C7 5 5 7 5 9.5S7 14 9.5 14 14 12 14 9.5 12 5 9.5 5"/></svg>
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M20 11v2H8l5.5 5.5-1.42 1.42L4.16 12l7.92-7.92L13.5 5.5 8 11z"/></svg>
|
||
</label>
|
||
<nav class="md-search__options" aria-label="Search">
|
||
|
||
<a href="javascript:void(0)" class="md-search__icon md-icon" title="Share" aria-label="Share" data-clipboard data-clipboard-text="" data-md-component="search-share" tabindex="-1">
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M18 16.08c-.76 0-1.44.3-1.96.77L8.91 12.7c.05-.23.09-.46.09-.7s-.04-.47-.09-.7l7.05-4.11c.54.5 1.25.81 2.04.81a3 3 0 0 0 3-3 3 3 0 0 0-3-3 3 3 0 0 0-3 3c0 .24.04.47.09.7L8.04 9.81C7.5 9.31 6.79 9 6 9a3 3 0 0 0-3 3 3 3 0 0 0 3 3c.79 0 1.5-.31 2.04-.81l7.12 4.15c-.05.21-.08.43-.08.66 0 1.61 1.31 2.91 2.92 2.91s2.92-1.3 2.92-2.91A2.92 2.92 0 0 0 18 16.08"/></svg>
|
||
</a>
|
||
|
||
<button type="reset" class="md-search__icon md-icon" title="Clear" aria-label="Clear" tabindex="-1">
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M19 6.41 17.59 5 12 10.59 6.41 5 5 6.41 10.59 12 5 17.59 6.41 19 12 13.41 17.59 19 19 17.59 13.41 12z"/></svg>
|
||
</button>
|
||
</nav>
|
||
|
||
<div class="md-search__suggest" data-md-component="search-suggest"></div>
|
||
|
||
</form>
|
||
<div class="md-search__output">
|
||
<div class="md-search__scrollwrap" tabindex="0" data-md-scrollfix>
|
||
<div class="md-search-result" data-md-component="search-result">
|
||
<div class="md-search-result__meta">
|
||
Initializing search
|
||
</div>
|
||
<ol class="md-search-result__list" role="presentation"></ol>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</header>
|
||
|
||
<div class="md-container" data-md-component="container">
|
||
|
||
|
||
|
||
|
||
<nav class="md-tabs" aria-label="Tabs" data-md-component="tabs">
|
||
<div class="md-grid">
|
||
<ul class="md-tabs__list">
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-tabs__item">
|
||
<a href="../../.." class="md-tabs__link">
|
||
|
||
|
||
|
||
|
||
|
||
Home
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-tabs__item md-tabs__item--active">
|
||
<a href="../../" class="md-tabs__link">
|
||
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 21.5c-1.35-.85-3.8-1.5-5.5-1.5-1.65 0-3.35.3-4.75 1.05-.1.05-.15.05-.25.05-.25 0-.5-.25-.5-.5V6c.6-.45 1.25-.75 2-1 1.11-.35 2.33-.5 3.5-.5 1.95 0 4.05.4 5.5 1.5 1.45-1.1 3.55-1.5 5.5-1.5 1.17 0 2.39.15 3.5.5.75.25 1.4.55 2 1v14.6c0 .25-.25.5-.5.5-.1 0-.15 0-.25-.05-1.4-.75-3.1-1.05-4.75-1.05-1.7 0-4.15.65-5.5 1.5M12 8v11.5c1.35-.85 3.8-1.5 5.5-1.5 1.2 0 2.4.15 3.5.5V7c-1.1-.35-2.3-.5-3.5-.5-1.7 0-4.15.65-5.5 1.5m1 3.5c1.11-.68 2.6-1 4.5-1 .91 0 1.76.09 2.5.28V9.23c-.87-.15-1.71-.23-2.5-.23q-2.655 0-4.5.84zm4.5.17c-1.71 0-3.21.26-4.5.79v1.69c1.11-.65 2.6-.99 4.5-.99 1.04 0 1.88.08 2.5.24v-1.5c-.87-.16-1.71-.23-2.5-.23m2.5 2.9c-.87-.16-1.71-.24-2.5-.24-1.83 0-3.33.27-4.5.8v1.69c1.11-.66 2.6-.99 4.5-.99 1.04 0 1.88.08 2.5.24z"/></svg>
|
||
|
||
|
||
Docs
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-tabs__item">
|
||
<a href="../../../blog/" class="md-tabs__link">
|
||
|
||
|
||
|
||
|
||
|
||
Blog
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
</ul>
|
||
</div>
|
||
</nav>
|
||
|
||
|
||
<main class="md-main" data-md-component="main">
|
||
<div class="md-main__inner md-grid">
|
||
|
||
|
||
|
||
<div class="md-sidebar md-sidebar--primary" data-md-component="sidebar" data-md-type="navigation" >
|
||
<div class="md-sidebar__scrollwrap">
|
||
<div class="md-sidebar__inner">
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<nav class="md-nav md-nav--primary md-nav--lifted" aria-label="Navigation" data-md-level="0">
|
||
<label class="md-nav__title" for="__drawer">
|
||
<a href="../../.." title="Changemaker Lite" class="md-nav__button md-logo" aria-label="Changemaker Lite" data-md-component="logo">
|
||
|
||
<img src="../../../assets/logo.png" alt="logo">
|
||
|
||
</a>
|
||
Changemaker Lite
|
||
</label>
|
||
|
||
<div class="md-nav__source">
|
||
<a href="https://gitea.bnkops.com/admin/changemaker.lite" title="Go to repository" class="md-source" data-md-component="source">
|
||
<div class="md-source__icon md-icon">
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><!--! Font Awesome Free 7.1.0 by @fontawesome - https://fontawesome.com License - https://fontawesome.com/license/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) Copyright 2025 Fonticons, Inc.--><path d="M439.6 236.1 244 40.5c-5.4-5.5-12.8-8.5-20.4-8.5s-15 3-20.4 8.4L162.5 81l51.5 51.5c27.1-9.1 52.7 16.8 43.4 43.7l49.7 49.7c34.2-11.8 61.2 31 35.5 56.7-26.5 26.5-70.2-2.9-56-37.3L240.3 199v121.9c25.3 12.5 22.3 41.8 9.1 55-6.4 6.4-15.2 10.1-24.3 10.1s-17.8-3.6-24.3-10.1c-17.6-17.6-11.1-46.9 11.2-56v-123c-20.8-8.5-24.6-30.7-18.6-45L142.6 101 8.5 235.1C3 240.6 0 247.9 0 255.5s3 15 8.5 20.4l195.6 195.7c5.4 5.4 12.7 8.4 20.4 8.4s15-3 20.4-8.4l194.7-194.7c5.4-5.4 8.4-12.8 8.4-20.4s-3-15-8.4-20.4"/></svg>
|
||
</div>
|
||
<div class="md-source__repository">
|
||
changemaker.lite
|
||
</div>
|
||
</a>
|
||
</div>
|
||
|
||
<ul class="md-nav__list" data-md-scrollfix>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item">
|
||
<a href="../../.." class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Home
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--active md-nav__item--section md-nav__item--nested">
|
||
|
||
|
||
|
||
<input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_2" checked>
|
||
|
||
|
||
<div class="md-nav__link md-nav__container">
|
||
<a href="../../" class="md-nav__link ">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 21.5c-1.35-.85-3.8-1.5-5.5-1.5-1.65 0-3.35.3-4.75 1.05-.1.05-.15.05-.25.05-.25 0-.5-.25-.5-.5V6c.6-.45 1.25-.75 2-1 1.11-.35 2.33-.5 3.5-.5 1.95 0 4.05.4 5.5 1.5 1.45-1.1 3.55-1.5 5.5-1.5 1.17 0 2.39.15 3.5.5.75.25 1.4.55 2 1v14.6c0 .25-.25.5-.5.5-.1 0-.15 0-.25-.05-1.4-.75-3.1-1.05-4.75-1.05-1.7 0-4.15.65-5.5 1.5M12 8v11.5c1.35-.85 3.8-1.5 5.5-1.5 1.2 0 2.4.15 3.5.5V7c-1.1-.35-2.3-.5-3.5-.5-1.7 0-4.15.65-5.5 1.5m1 3.5c1.11-.68 2.6-1 4.5-1 .91 0 1.76.09 2.5.28V9.23c-.87-.15-1.71-.23-2.5-.23q-2.655 0-4.5.84zm4.5.17c-1.71 0-3.21.26-4.5.79v1.69c1.11-.65 2.6-.99 4.5-.99 1.04 0 1.88.08 2.5.24v-1.5c-.87-.16-1.71-.23-2.5-.23m2.5 2.9c-.87-.16-1.71-.24-2.5-.24-1.83 0-3.33.27-4.5.8v1.69c1.11-.66 2.6-.99 4.5-.99 1.04 0 1.88.08 2.5.24z"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Docs
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
|
||
|
||
<label class="md-nav__link " for="__nav_2" id="__nav_2_label" tabindex="">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
</label>
|
||
|
||
</div>
|
||
|
||
<nav class="md-nav" data-md-level="1" aria-labelledby="__nav_2_label" aria-expanded="true">
|
||
<label class="md-nav__title" for="__nav_2">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
|
||
Docs
|
||
|
||
|
||
</label>
|
||
<ul class="md-nav__list" data-md-scrollfix>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../getting-started/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Getting Started
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--active md-nav__item--nested">
|
||
|
||
|
||
|
||
<input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_2_3" checked>
|
||
|
||
|
||
<div class="md-nav__link md-nav__container">
|
||
<a href="../" class="md-nav__link ">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 1 3 5v6c0 5.55 3.84 10.74 9 12 5.16-1.26 9-6.45 9-12V5zm0 4a3 3 0 0 1 3 3 3 3 0 0 1-3 3 3 3 0 0 1-3-3 3 3 0 0 1 3-3m5.13 12A9.7 9.7 0 0 1 12 20.92 9.7 9.7 0 0 1 6.87 17c-.34-.5-.63-1-.87-1.53 0-1.65 2.71-3 6-3s6 1.32 6 3c-.24.53-.53 1.03-.87 1.53"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Admin Guide
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
|
||
|
||
<label class="md-nav__link " for="__nav_2_3" id="__nav_2_3_label" tabindex="0">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
</label>
|
||
|
||
</div>
|
||
|
||
<nav class="md-nav" data-md-level="2" aria-labelledby="__nav_2_3_label" aria-expanded="true">
|
||
<label class="md-nav__title" for="__nav_2_3">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
|
||
Admin Guide
|
||
|
||
|
||
</label>
|
||
<ul class="md-nav__list" data-md-scrollfix>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item">
|
||
<a href="../dashboard/" class="md-nav__link">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M13 3v6h8V3m-8 18h8V11h-8M3 21h8v-6H3m0-2h8V3H3z"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Dashboard
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--active">
|
||
|
||
<input class="md-nav__toggle md-toggle" type="checkbox" id="__toc">
|
||
|
||
|
||
|
||
|
||
|
||
<label class="md-nav__link md-nav__link--active" for="__toc">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 5.5A3.5 3.5 0 0 1 15.5 9a3.5 3.5 0 0 1-3.5 3.5A3.5 3.5 0 0 1 8.5 9 3.5 3.5 0 0 1 12 5.5M5 8c.56 0 1.08.15 1.53.42-.15 1.43.27 2.85 1.13 3.96C7.16 13.34 6.16 14 5 14a3 3 0 0 1-3-3 3 3 0 0 1 3-3m14 0a3 3 0 0 1 3 3 3 3 0 0 1-3 3c-1.16 0-2.16-.66-2.66-1.62a5.54 5.54 0 0 0 1.13-3.96c.45-.27.97-.42 1.53-.42M5.5 18.25c0-2.07 2.91-3.75 6.5-3.75s6.5 1.68 6.5 3.75V20h-13zM0 20v-1.5c0-1.39 1.89-2.56 4.45-2.9-.59.68-.95 1.62-.95 2.65V20zm24 0h-3.5v-1.75c0-1.03-.36-1.97-.95-2.65 2.56.34 4.45 1.51 4.45 2.9z"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
People & Access
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
|
||
<span class="md-status md-status--new" title="Recently added">
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
</label>
|
||
|
||
<a href="./" class="md-nav__link md-nav__link--active">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 5.5A3.5 3.5 0 0 1 15.5 9a3.5 3.5 0 0 1-3.5 3.5A3.5 3.5 0 0 1 8.5 9 3.5 3.5 0 0 1 12 5.5M5 8c.56 0 1.08.15 1.53.42-.15 1.43.27 2.85 1.13 3.96C7.16 13.34 6.16 14 5 14a3 3 0 0 1-3-3 3 3 0 0 1 3-3m14 0a3 3 0 0 1 3 3 3 3 0 0 1-3 3c-1.16 0-2.16-.66-2.66-1.62a5.54 5.54 0 0 0 1.13-3.96c.45-.27.97-.42 1.53-.42M5.5 18.25c0-2.07 2.91-3.75 6.5-3.75s6.5 1.68 6.5 3.75V20h-13zM0 20v-1.5c0-1.39 1.89-2.56 4.45-2.9-.59.68-.95 1.62-.95 2.65V20zm24 0h-3.5v-1.75c0-1.03-.36-1.97-.95-2.65 2.56.34 4.45 1.51 4.45 2.9z"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
People & Access
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
|
||
<span class="md-status md-status--new" title="Recently added">
|
||
</span>
|
||
|
||
|
||
|
||
|
||
</a>
|
||
|
||
|
||
|
||
|
||
|
||
<nav class="md-nav md-nav--secondary" aria-label="On this page">
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<label class="md-nav__title" for="__toc">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
On this page
|
||
</label>
|
||
<ul class="md-nav__list" data-md-component="toc" data-md-scrollfix>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#user-management" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
User Management
|
||
|
||
</span>
|
||
</a>
|
||
|
||
<nav class="md-nav" aria-label="User Management">
|
||
<ul class="md-nav__list">
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#creating-users" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Creating Users
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#roles" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Roles
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#password-policy" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Password Policy
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#deactivating-users" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Deactivating Users
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#service-accounts-panel" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Service Accounts Panel
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#people-crm" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
People CRM
|
||
|
||
</span>
|
||
</a>
|
||
|
||
<nav class="md-nav" aria-label="People CRM">
|
||
<ul class="md-nav__list">
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#virtual-aggregation" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Virtual Aggregation
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#managed-contacts" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Managed Contacts
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#contact-details" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Contact Details
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#activity-timeline" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Activity Timeline
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#duplicate-detection-and-merge" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Duplicate Detection and Merge
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#connection-graph" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Connection Graph
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#profile-links" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Profile Links
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#household-detection" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Household Detection
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#create-user-from-contact" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Create User from Contact
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#admin-routes" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Admin Routes
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../advocacy/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Advocacy
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../broadcast/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Broadcast
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../web/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Web Content
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../map/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Map & Canvassing
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
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|
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|
||
|
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|
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|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../media/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Media
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../payments/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Payments
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../services/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Services
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item">
|
||
<a href="../settings/" class="md-nav__link">
|
||
|
||
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M12 15.5A3.5 3.5 0 0 1 8.5 12 3.5 3.5 0 0 1 12 8.5a3.5 3.5 0 0 1 3.5 3.5 3.5 3.5 0 0 1-3.5 3.5m7.43-2.53c.04-.32.07-.64.07-.97s-.03-.66-.07-1l2.11-1.63c.19-.15.24-.42.12-.64l-2-3.46c-.12-.22-.39-.31-.61-.22l-2.49 1c-.52-.39-1.06-.73-1.69-.98l-.37-2.65A.506.506 0 0 0 14 2h-4c-.25 0-.46.18-.5.42l-.37 2.65c-.63.25-1.17.59-1.69.98l-2.49-1c-.22-.09-.49 0-.61.22l-2 3.46c-.13.22-.07.49.12.64L4.57 11c-.04.34-.07.67-.07 1s.03.65.07.97l-2.11 1.66c-.19.15-.25.42-.12.64l2 3.46c.12.22.39.3.61.22l2.49-1.01c.52.4 1.06.74 1.69.99l.37 2.65c.04.24.25.42.5.42h4c.25 0 .46-.18.5-.42l.37-2.65c.63-.26 1.17-.59 1.69-.99l2.49 1.01c.22.08.49 0 .61-.22l2-3.46c.12-.22.07-.49-.12-.64z"/></svg>
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Settings
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../user-guide/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
User Guide
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../volunteer/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Volunteer Guide
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../deployment/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Deployment
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../architecture/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Architecture
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../services/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Services
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../api/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
API Reference
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../troubleshooting/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Troubleshooting
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item">
|
||
<a href="../../phil/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Philosophy
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-nav__item md-nav__item--pruned md-nav__item--nested">
|
||
|
||
|
||
|
||
|
||
|
||
<a href="../../../blog/" class="md-nav__link">
|
||
|
||
|
||
|
||
<span class="md-ellipsis">
|
||
|
||
|
||
Blog
|
||
|
||
|
||
|
||
</span>
|
||
|
||
|
||
|
||
|
||
<span class="md-nav__icon md-icon"></span>
|
||
|
||
</a>
|
||
|
||
|
||
|
||
</li>
|
||
|
||
|
||
|
||
</ul>
|
||
</nav>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
|
||
<div class="md-sidebar md-sidebar--secondary" data-md-component="sidebar" data-md-type="toc" >
|
||
<div class="md-sidebar__scrollwrap">
|
||
<div class="md-sidebar__inner">
|
||
|
||
|
||
|
||
|
||
<nav class="md-nav md-nav--secondary" aria-label="On this page">
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<label class="md-nav__title" for="__toc">
|
||
<span class="md-nav__icon md-icon"></span>
|
||
On this page
|
||
</label>
|
||
<ul class="md-nav__list" data-md-component="toc" data-md-scrollfix>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#user-management" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
User Management
|
||
|
||
</span>
|
||
</a>
|
||
|
||
<nav class="md-nav" aria-label="User Management">
|
||
<ul class="md-nav__list">
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#creating-users" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Creating Users
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#roles" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Roles
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#password-policy" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Password Policy
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#deactivating-users" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Deactivating Users
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#service-accounts-panel" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Service Accounts Panel
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#people-crm" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
People CRM
|
||
|
||
</span>
|
||
</a>
|
||
|
||
<nav class="md-nav" aria-label="People CRM">
|
||
<ul class="md-nav__list">
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#virtual-aggregation" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Virtual Aggregation
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#managed-contacts" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Managed Contacts
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#contact-details" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Contact Details
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#activity-timeline" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Activity Timeline
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#duplicate-detection-and-merge" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Duplicate Detection and Merge
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#connection-graph" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Connection Graph
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#profile-links" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Profile Links
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#household-detection" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Household Detection
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#create-user-from-contact" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Create User from Contact
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
</nav>
|
||
|
||
</li>
|
||
|
||
<li class="md-nav__item">
|
||
<a href="#admin-routes" class="md-nav__link">
|
||
<span class="md-ellipsis">
|
||
|
||
Admin Routes
|
||
|
||
</span>
|
||
</a>
|
||
|
||
</li>
|
||
|
||
</ul>
|
||
|
||
</nav>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
|
||
<div class="md-content" data-md-component="content">
|
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|
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|
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|
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|
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|
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|
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|
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|
||
<nav class="md-path" aria-label="Navigation" >
|
||
<ol class="md-path__list">
|
||
|
||
|
||
|
||
|
||
<li class="md-path__item">
|
||
<a href="../../.." class="md-path__link">
|
||
|
||
<span class="md-ellipsis">
|
||
Home
|
||
</span>
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-path__item">
|
||
<a href="../../" class="md-path__link">
|
||
|
||
<span class="md-ellipsis">
|
||
Docs
|
||
</span>
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<li class="md-path__item">
|
||
<a href="../" class="md-path__link">
|
||
|
||
<span class="md-ellipsis">
|
||
Admin Guide
|
||
</span>
|
||
|
||
</a>
|
||
</li>
|
||
|
||
|
||
|
||
|
||
</ol>
|
||
</nav>
|
||
|
||
|
||
<article class="md-content__inner md-typeset">
|
||
|
||
|
||
|
||
<nav class="md-tags" >
|
||
|
||
|
||
|
||
|
||
|
||
<span class="md-tag">CRM</span>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<span class="md-tag">admin</span>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
<span class="md-tag">guide</span>
|
||
|
||
|
||
</nav>
|
||
|
||
|
||
|
||
<a href="https://gitea.bnkops.com/admin/changemaker.lite/src/branch/main/mkdocs/docs/docs/admin/people-access.md" title="Edit this page" class="md-content__button md-icon" rel="edit">
|
||
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M10 20H6V4h7v5h5v3.1l2-2V8l-6-6H6c-1.1 0-2 .9-2 2v16c0 1.1.9 2 2 2h4zm10.2-7c.1 0 .3.1.4.2l1.3 1.3c.2.2.2.6 0 .8l-1 1-2.1-2.1 1-1c.1-.1.2-.2.4-.2m0 3.9L14.1 23H12v-2.1l6.1-6.1z"/></svg>
|
||
</a>
|
||
|
||
|
||
|
||
|
||
|
||
<a href="https://gitea.bnkops.com/admin/changemaker.lite/src/branch/main/mkdocs/docs/docs/admin/people-access.md" title="View source of this page" class="md-content__button md-icon">
|
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||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M17 18c.56 0 1 .44 1 1s-.44 1-1 1-1-.44-1-1 .44-1 1-1m0-3c-2.73 0-5.06 1.66-6 4 .94 2.34 3.27 4 6 4s5.06-1.66 6-4c-.94-2.34-3.27-4-6-4m0 6.5a2.5 2.5 0 0 1-2.5-2.5 2.5 2.5 0 0 1 2.5-2.5 2.5 2.5 0 0 1 2.5 2.5 2.5 2.5 0 0 1-2.5 2.5M9.27 20H6V4h7v5h5v4.07c.7.08 1.36.25 2 .49V8l-6-6H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h4.5a8.2 8.2 0 0 1-1.23-2"/></svg>
|
||
</a>
|
||
|
||
|
||
|
||
<h1 id="people-access">People & Access<a class="headerlink" href="#people-access" title="Permanent link">¶</a></h1>
|
||
<p>Manage platform user accounts and roles, and use the People CRM to get a unified view of every supporter, donor, and volunteer across all modules.</p>
|
||
<p><img alt="Users Management" loading="lazy" src="../../../assets/images/screenshots/admin/users.png" /></p>
|
||
<hr />
|
||
<h2 id="user-management">User Management<a class="headerlink" href="#user-management" title="Permanent link">¶</a></h2>
|
||
<h3 id="creating-users">Creating Users<a class="headerlink" href="#creating-users" title="Permanent link">¶</a></h3>
|
||
<p>Navigate to <strong>Users</strong> (<code>/app/users</code>) and click <strong>Add User</strong>. Fill in name, email, and role. The user will receive a welcome email with login instructions.</p>
|
||
<h3 id="roles">Roles<a class="headerlink" href="#roles" title="Permanent link">¶</a></h3>
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>Role</th>
|
||
<th>Access</th>
|
||
<th>Use Case</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><code>SUPER_ADMIN</code></td>
|
||
<td>Full platform access</td>
|
||
<td>Campaign managers</td>
|
||
</tr>
|
||
<tr>
|
||
<td><code>INFLUENCE_ADMIN</code></td>
|
||
<td>Campaigns, responses, email queue</td>
|
||
<td>Advocacy coordinators</td>
|
||
</tr>
|
||
<tr>
|
||
<td><code>MAP_ADMIN</code></td>
|
||
<td>Locations, areas, shifts, canvassing</td>
|
||
<td>Field organizers</td>
|
||
</tr>
|
||
<tr>
|
||
<td><code>USER</code></td>
|
||
<td>Volunteer portal only</td>
|
||
<td>Active volunteers</td>
|
||
</tr>
|
||
<tr>
|
||
<td><code>TEMP</code></td>
|
||
<td>Limited volunteer access</td>
|
||
<td>Shift signups (auto-created)</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<h3 id="password-policy">Password Policy<a class="headerlink" href="#password-policy" title="Permanent link">¶</a></h3>
|
||
<p>Passwords must be at least 12 characters with uppercase, lowercase, and a digit. This is enforced at the API schema level.</p>
|
||
<h3 id="deactivating-users">Deactivating Users<a class="headerlink" href="#deactivating-users" title="Permanent link">¶</a></h3>
|
||
<p>Edit a user from the Users page and toggle their active status. Deactivated users cannot log in but their data is preserved. Banned users have their sessions invalidated immediately.</p>
|
||
<h3 id="service-accounts-panel">Service Accounts Panel<a class="headerlink" href="#service-accounts-panel" title="Permanent link">¶</a></h3>
|
||
<p>When editing a user, the <strong>Service Accounts</strong> panel shows provisioning status for each integrated service (Rocket.Chat, Gitea, Vaultwarden, Listmonk). You can provision, deprovision, or re-sync individual services per user.</p>
|
||
<hr />
|
||
<h2 id="people-crm">People CRM<a class="headerlink" href="#people-crm" title="Permanent link">¶</a></h2>
|
||
<p>Enable with <code>enablePeople</code> in Settings. The People module serves as the platform's CRM, aggregating data from all other modules into a unified view.</p>
|
||
<h3 id="virtual-aggregation">Virtual Aggregation<a class="headerlink" href="#virtual-aggregation" title="Permanent link">¶</a></h3>
|
||
<p>The People page does not store a separate "people" table. Instead, it aggregates records in real time from seven data sources:</p>
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>Source</th>
|
||
<th>Data</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Users</strong></td>
|
||
<td>Platform accounts (name, email, phone, last login)</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Address Occupants</strong></td>
|
||
<td>Named residents from the map/canvassing module</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Campaign Senders</strong></td>
|
||
<td>People who sent advocacy emails</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Shift Signups</strong></td>
|
||
<td>Volunteer shift registrants</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>SMS Contacts</strong></td>
|
||
<td>Contacts from SMS campaign lists</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Donations/Orders</strong></td>
|
||
<td>Buyers from the payments module</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Manual</strong></td>
|
||
<td>Contacts created directly in the CRM</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p>Records are deduplicated by normalized email or phone number, with Users taking highest priority.</p>
|
||
<h3 id="managed-contacts">Managed Contacts<a class="headerlink" href="#managed-contacts" title="Permanent link">¶</a></h3>
|
||
<p>Any virtual person can be "promoted" to a <strong>managed Contact</strong> record. This creates a persistent Contact entity in the database with:</p>
|
||
<ul>
|
||
<li><strong>Display name, first/last name</strong> — editable independently of the source</li>
|
||
<li><strong>Tags</strong> — custom CRM tags for segmentation and filtering</li>
|
||
<li><strong>Notes</strong> — free-text notes field</li>
|
||
<li><strong>Support level</strong> — LEVEL_1 (Strong) through LEVEL_4 (Opposition)</li>
|
||
<li><strong>Opt-out flags</strong> — email opt-out, SMS opt-out, and do-not-contact</li>
|
||
<li><strong>Sign requested</strong> — track yard sign status</li>
|
||
</ul>
|
||
<h3 id="contact-details">Contact Details<a class="headerlink" href="#contact-details" title="Permanent link">¶</a></h3>
|
||
<p>Each managed contact supports multiple structured data entries:</p>
|
||
<ul>
|
||
<li><strong>Addresses</strong> — link to map locations with optional unit numbers and primary flag; new addresses can be auto-added to the map for geocoding</li>
|
||
<li><strong>Emails</strong> — multiple email addresses with labels (e.g., Personal, Work) and primary designation</li>
|
||
<li><strong>Phones</strong> — multiple phone numbers with labels and primary designation</li>
|
||
</ul>
|
||
<h3 id="activity-timeline">Activity Timeline<a class="headerlink" href="#activity-timeline" title="Permanent link">¶</a></h3>
|
||
<p>View a chronological timeline of all interactions for a person, across every module:</p>
|
||
<ul>
|
||
<li>Advocacy emails sent and responses submitted</li>
|
||
<li>Shift signups and canvass visits</li>
|
||
<li>Donations and product purchases</li>
|
||
<li>SMS messages sent and received</li>
|
||
<li>Video views</li>
|
||
<li>Notes added and contact merges</li>
|
||
</ul>
|
||
<h3 id="duplicate-detection-and-merge">Duplicate Detection and Merge<a class="headerlink" href="#duplicate-detection-and-merge" title="Permanent link">¶</a></h3>
|
||
<p>The platform identifies potential duplicates by matching normalized email addresses and phone numbers across sources. The merge workflow lets you:</p>
|
||
<ul>
|
||
<li>Select which fields to keep from the source vs. target contact</li>
|
||
<li>Merge tags, addresses, emails, and phones</li>
|
||
<li>Preserve the full audit trail (merged contacts are soft-linked, not deleted)</li>
|
||
</ul>
|
||
<h3 id="connection-graph">Connection Graph<a class="headerlink" href="#connection-graph" title="Permanent link">¶</a></h3>
|
||
<p>Build a relationship graph between contacts using typed connections:</p>
|
||
<ul>
|
||
<li><strong>Connection types</strong> — Household, Family, Colleague, Referred By, and Custom</li>
|
||
<li><strong>Bidirectional</strong> — connections can be one-way or mutual</li>
|
||
<li><strong>Visual graph</strong> — interactive force-directed graph visualization showing contacts as nodes and connections as edges</li>
|
||
<li><strong>Configurable depth</strong> — explore up to 3 degrees of separation</li>
|
||
</ul>
|
||
<h3 id="profile-links">Profile Links<a class="headerlink" href="#profile-links" title="Permanent link">¶</a></h3>
|
||
<p>Generate shareable public profile pages for contacts:</p>
|
||
<ul>
|
||
<li><strong>Unique token URLs</strong> at <code>/profile/:token</code></li>
|
||
<li><strong>Configurable expiration</strong> — 24 hours, 7 days, 30 days, 90 days, 1 year, or never</li>
|
||
<li><strong>Optional password protection</strong> — require a PIN or password to view</li>
|
||
</ul>
|
||
<h3 id="household-detection">Household Detection<a class="headerlink" href="#household-detection" title="Permanent link">¶</a></h3>
|
||
<p>The Household panel groups contacts who share the same physical address, making it easy to see all members of a household and their combined engagement.</p>
|
||
<h3 id="create-user-from-contact">Create User from Contact<a class="headerlink" href="#create-user-from-contact" title="Permanent link">¶</a></h3>
|
||
<p>Promote a CRM contact to a full platform user account directly from the People interface, with role assignment and optional welcome email.</p>
|
||
<hr />
|
||
<h2 id="admin-routes">Admin Routes<a class="headerlink" href="#admin-routes" title="Permanent link">¶</a></h2>
|
||
<ul>
|
||
<li><code>/app/users</code> — user CRUD, role assignment, service accounts</li>
|
||
<li><code>/app/people</code> — contact list with search, filters, source/tag filtering, and bulk actions</li>
|
||
</ul>
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
|
||
</article>
|
||
</div>
|
||
|
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|
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