Managing Users

Preliminaries

Currently, Reservations only supports CAS for user authentication. Support for built-in authentication and OmniAuth is under development.

Reservations maintains a strict separation of user roles. There are three types of users:

• Normal users, who can browse the catalog and create reservations for themselves.
• Checkout Persons who can do all of the above, plus create reservations for other people and check equipment in and out.
• Admins, who can do all of the above. In addition, they can change settings, update equipment, and add/remove users.

User Creation

When a new user logs in for the first time, an account will automatically be created for them (if using CAS), or they will have to register (when built-in authentication is enabled). As an Admin or Checkout Person, you can also manually create users.

User Management

To manage users, click ‘Users’ in the menu bar. You can add, deactivate, or edit users, as well as view their profile. Profiles give you at-a-glance information about a user, such as what items they’ve reserved (past, current, and future), and stats on missed and overdue reservations.

Import CSV

Reservations allows you to import a comma-separated list of users. To do so, go to the Users screen and click the Import Users button.

You will select what kind of users you are importing; you can even import users to ban. Otherwise, the form provides all the information you will need.