⚠️ Heads up: Every change here is live. Edits can and will immediately affect users and their experience. Move carefully, verify one change at a time, and double-check your work as you go.
To get familiar with what each user field means before making updates, see Understanding User Records in ANVL.
What You Can Do in User Management (At a Glance)
Use User Management to:
Function | What It Does | Impact |
Edit User Details | Update name, email, phone, language | Ensures correct login and notifications |
Set Roles & Permissions | Assign TECH, ADMIN, “Can Modify User” | Controls what a user can see and do |
Assign Supervisors | Connect a user to their manager | Affects reporting, oversight, engagement monitoring |
Activate / Inactivate Users | Control account access | Inactive = user cannot sign in |
Manage Group Access | Add/remove Division IDs | Determines which sites, workflows, and data they can access |
Force Logout | Instantly sign a user out | Fixes errors and refreshes permissions |
How to Perform Each Action
Below are step-by-step instructions and the direct impact of each change so admins can act confidently.
1. Edit User Details (Inline Editing)
Best for simple, individual updates.
How to Edit Inline
Search or filter to find the user.
Click directly into the field you want to change.
Make your update.
Select Save.
Impact
Updates appear instantly in ANVL.
Incorrect emails prevent login; incorrect phone numbers stop SMS notifications.
Name/language changes update user-facing content immediately.
2. Bulk Update Users (Apply the Same Change to Many Users)
Use this when updating shared fields across multiple users.
⚠️ Bulk updates fully replace the selected fields — make sure the entries are correct.
Fields You Can Bulk Update
Field | Format Required | Impact |
Supervisor | Supervisor ID (integer) | Determines which manager sees the user |
Preferred Language | IETF code (e.g., | Controls language in-app and via notifications |
Phone Number |
| Affects SMS delivery |
Tags |
| Reporting only |
Roles | TECH, ADMIN | Controls platform access |
How to Bulk Update
Search/filter for the users you need.
Select their checkboxes.
Select Bulk Update Users.
Enter the values to update (leave blank to skip).
Select Update.
Review update results for errors.
Impact
All selected users update at once.
Mistakes propagate widely if values are incorrect.
3. Manage Group Access (Division IDs)
Group access dictates which sites, work folders, and workflows a user can see.
How to Update Group Access
Select user(s).
Click Bulk Update Division IDs.
Enter one or more Division IDs.
Choose Add Division IDs or Remove Division IDs.
Save and verify.
Impact
Adding Groups expands visibility.
Removing Groups restricts visibility and may prevent users from accessing required workflows.
Incorrect Group access creates workflow gaps or reporting issues.
4. Assign or Change Supervisors
How to Update a Supervisor
Identify the supervisor’s ID in User Management.
Either inline-edit a single user or use Bulk Update Users.
Enter the supervisor’s ID.
Save and verify.
Impact
Supervisors gain or lose visibility to their team in real time.
Incorrect supervisor assignments break oversight, performance tracking, and reporting.
5. Inactivate Users
As shown in the training deck (page 22)
ANVL Admin Portal Training
, the Admin Portal allows inactivation only.
How to Inactivate a User
Select one or more users.
Select Inactivate Users.
Confirm.
Impact
Inactivated users cannot log in or complete workflows.
Removal is immediate.
Historical data remains intact.
⚠️ There is no Activate option here.
To re-activate a user, follow the instructions in Reactivating Users in the Users Tab.
6. Force Logout
Force Logout signs users out so new permissions take effect or stalled sessions clear.
How to Force Logout
For one user → Click Force Logout
For multiple users → Select users → Choose Bulk User Logout
Impact
Fixes “Failed to Load” conditions.
Forces the user to reload with updated permissions.
Only works if the user is online at that moment.
⭐ Best Practices
1. Verify every change immediately
A single incorrect ID can break supervisor views or access.
2. Avoid bulk edits unless necessary
Bulk updates overwrite fields for all selected users.
3. Always verify correct IDs
Supervisors = Supervisor ID
Group access = Division IDs
4. Keep Tags clean and consistent
They affect reporting accuracy but never permissions.
