How to promote a user as a (shift) manager for facilities

Note: this manual assumes you are running a local development server at localhost:8000. Change server address accordingly, if you run on a different hostname/port.

1. As an superuser, create a User Group (if not existing yet) at http://localhost:8000/admin/auth/group/ having the following permissions:

   • news | news entry | Can add news entry (add_newsentry)
   • news | news entry | Can change news entry (change_newsentry)
   • news | news entry | Can delete news entry (delete_newsentry)
   • organizations | facility | Can change facility (change_facility)
   • organizations | organization | Can change organization (change_organization)
   • organizations | task | Can add task (add_task)
   • organizations | task | Can change task (change_task)
   • organizations | task | Can delete task (delete_task)
   • organizations | workplace | Can add workplace (add_workplace)
   • organizations | workplace | Can change workplace (change_workplace)
   • organizations | workplace | Can delete workplace (delete_workplace)
   • scheduler | shift | Can add shift (add_shift)
   • scheduler | shift | Can change shift (change_shift)
   • scheduler | shift | Can delete shift (delete_shift)
   • scheduletemplates | schedule template | Can add schedule template (add_scheduletemplate)
   • scheduletemplates | schedule template | Can change schedule template (change_scheduletemplate)
   • scheduletemplates | schedule template | Can delete schedule template (delete_scheduletemplate)
   • scheduletemplates | shift template | Can add shift template (add_shifttemplate)
   • scheduletemplates | shift template | Can change shift template (change_shifttemplate)
   • scheduletemplates | shift template | Can delete shift template (delete_shifttemplate)

2. As superuser, create or find a User you want to promote at http://localhost:8000/admin/auth/user/add/

   2.1. Make user able to login at the admin (at http://localhost:8000/admin/) by checking the checkbox Staff status in the form section Permissions

   2.2. Add the User to the Group created in Step 1 by selecting it in the Groups selection thingy in the form section Permissions

   2.3. Save the User object

3. As superuser, if the designated manager User doesn't have a User Account yet (most likely, when you just creaed the User object), create one at http://localhost:8000/admin/accounts/useraccount/

4. Finally, as superuser, add or the designated manager User Account as a with the membership role manager at http://localhost:8000/admin/organizations/facilitymembership/add/.

   4.1. Select manager as Role

   4.2. Click on the magnification glass icon next to User account id field and search the designated manager's User Account (or if you happen to rember it's id, simply enter it here)

   4.3. Select the facility, the manager is supposed to manage

   4.5. Save

5. Check if everything works by either using a different browser (or private session) and logging in with the Users credentials at http://localhost:8000/admin/login/.