# Detail

<span lang="EN-GB">The Details tab provides the following information, which is read-only:</span>

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/La4image.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/La4image.png)

- <span lang="EN-GB">Organisation Name: mandatory and unique</span>
- <span lang="EN-GB">Organisation ID: automatically generated and unique</span>
- <span lang="EN-GB">Responsible NAA: mandatory</span>
- <span lang="EN-GB">Phone: numeric field and not editable</span>
- <span lang="EN-GB">E5X: this information is not editable by the Organisation Administrator, but three options are showed:</span>
    
    
    - <span lang="EN-GB">Block E5X: with this option selected the Organisation Users cannot submit OR through an E5X file. They can validate the files but are not allowed by the Authority to do so. </span>
    - <span lang="EN-GB">Allow Incremental E5X: this option indicates the User that each update of the OR through an E5X file is added to the latest version, merging the new information with the old one.</span>
    - <span lang="EN-GB">Allow Full E5X: last option indicates that each update of the OR made by an E5X file completely overwrites the information in the latest OR version submitted. </span>

<span lang="EN-GB">**To modify this setting the Organisation Administrator must contact its Authority to request the change.** </span>

<span lang="EN-GB">Responsible contact Information is displayed:</span>

- Full Name: First and last name of the responsible contact
- Email Address: Email of the responsible contact
- Phone: Phone number of the responsible contact (numeric field)

<span lang="EN-GB">Below there is the table of User Accounts. It displays the following columns that also work as filters:</span>

- <span lang="EN-GB">Username: mandatory and unique for each account;</span>
- <span lang="EN-GB">Email: email address of each account; it can be the same for different accounts;</span>
- <span lang="EN-GB">Organisation Name: Organisation to which the user belongs</span>
- <span lang="EN-GB">Organisation ID: ID of that Organisation</span>
- <span lang="EN-GB">Parent Organisation: to which the Organisations’ user belongs, if any</span>
- <span lang="EN-GB">Disabled: if disabled, the system displays a ‘green tick’</span>
- <span lang="EN-GB">Blocked: if blocked, the system displays a ‘green tick’</span>
- <span lang="EN-GB">Deleted: if deleted, the system displays a ‘green tick’</span>
- <span lang="EN-GB">Roles: the assignation of roles for that user, if any</span>
- <span lang="EN-GB">Created by: author of the user account</span>
- <span lang="EN-GB">Created on: date of the creation</span>
- <span lang="EN-GB">Last access on: date of last access</span>

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/hHUimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/hHUimage.png)

<span lang="EN-GB">All user accounts rows are preceded by a check box to select them.</span>

<span lang="EN-GB">Above that check box, the system displays an ‘EXPORT’ link that is enabled when any row is selected.</span>

<span lang="EN-GB">Above the table of accounts, on the right side the system displays a ‘NEW USER’ button and below it a ‘Show deletion requests’ toggle.</span>

<span lang="EN-GB">On the last section of each row, there is a 3-dot menu providing different options depending on the status of each account, if they are disabled or block.</span>

### Edit a User account

<span lang="EN-GB">To edit a user account:</span>

1. <span lang="EN-GB">Click on the 'Edit' option of the 3-dot menu of the specific account:</span>

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/n7cimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/n7cimage.png)

<span lang="EN-GB">The system will display the 'User Account Details' page:</span>

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/w7Uimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/w7Uimage.png)

 It provides the following fields:

<div class="indent-block" id="bkmrk-account-type%3A-always">- Account Type: Always Organisation and not editable;
- Authority: Not editable;
- Organisation: Not editable;
- Username: Not editable;
- Description: Optional free text field;
- Creation Date: Automatically generated, not editable;
- Modification Date: Automatically generated, not editable;
- Last Activity: Automatically generated, not editable;
- Disabled toggle: If activated, the account is disabled;
- Blocked toggle: If activated, the account is blocked;
- API User toggle: If activated, the account can access the platform programmatically via its API. This allows organizations to integrate E2 with their own internal systems for reporting, retrieving, and managing aviation safety occurrences.

</div>The Properties information provides the following information:

<div class="indent-block" id="bkmrk-first-name%3A-mandator">- First Name: mandatory, free text;
- Last Name: mandatory, free text;
- Phone: Optional, numeric field;
- Email address: mandatory, email format is required;
- Preferred language: English is set and it is not editable;
- Job Title: Optional, free text field;

</div>The Roles section displays a table containing a unique 'Roles' column, which also functions as a filter. Each row includes a 'Select' checkbox column, allowing the administrator to choose the role.

The following predefined roles are available:

<div class="indent-block" id="bkmrk-m2m%3B-organisation-ad">- M2M;
- Organisation Administrator;
- Organisation Autoffilled Attributes;
- Reporter;
- Preparator;
- Preparator Limited.

</div><p class="callout info">**Note that the Reporter, Preparator and Preparator Limited are excluding each other. A user can only have one of those three roles at the same time.**</p>

2. Make any necessary changes to the fields that are open for editing.
3. Ensure mandatory fields are completed.
4. Review and Update Roles (if needed).
5. Click ‘Save’. The Table of User Accounts will be updated accordingly.

### Assign webforms to users

To assign webforms to a user account, follow these steps:

1. In the 'USER ACCOUNTS' table, click the three-dot menu next to the desired account and **select 'Assign Webform'**.

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/2QJimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/2QJimage.png)

The system will open the Assign Webforms window. The window is divided into two panels:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/Y00image.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/Y00image.png)

- Available Webforms (left Panel): It displays webforms defined by the Organisation’s Authority. Ten records are shown per page and can be filtered. Each webform has a checkbox for selection, including a master checkbox to select all.
- Selected Webforms (right Panel): It shows webforms already assigned. Checkboxes allow individual or bulk selection. Items can be reordered via drag-and-drop.

2. You can:

- select webforms from the left panel using the checkboxes, then click 'Add' (located between the panels) to assign webforms.
- select webforms from the right panel using the checkboxes, then click 'Remove' (located between the panels) to unassign webforms.

3. Click 'SAVE' to confirm (the system will store the selected webforms for the specific user account) or click 'CANCEL' to discard changes.

### Disable and enable a user account

#### Disable a user account

To disable a user account:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/saAimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/saAimage.png)

1. Click ‘Disable’ from the 3-dot menu of the desired user in the 'USER ACCOUNTS' table. A confirmation message will appear.

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/EsAimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/EsAimage.png)

<div class="book__body" id="bkmrk-click-%27yes%27-to-confi">2. Click 'YES' to confirm the action (or 'NO' to cancel). The system disables the account.

</div>When an account is disabled, it is also automatically blocked. Both 'Disabled' and 'Blocked' columns will show a green tick.

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/Fxximage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/Fxximage.png)

##### Enable a user account

To enable and unblock a user account:

<div class="book__body" id="bkmrk-%C2%A0click%C2%A0%E2%80%98edit%E2%80%99%C2%A0from-t">1. Click **‘Edit’** from the 3-dot menu:

</div>[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/Vgtimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/Vgtimage.png)

The system will open the 'User Account Details' window:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/tAsimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/tAsimage.png)

<div class="book__body" id="bkmrk-slide-the-%E2%80%98disable%E2%80%99-">2. Slide the ‘Disable’ and ‘Blocked’ toggles to the left to deactivate them:

</div>[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/WYSimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/WYSimage.png)

<div class="book__body" id="bkmrk-click-%E2%80%98save%E2%80%99-to-enab">3. Click ‘SAVE’ to enable the user accounts.

</div>### Export user accounts

To export user account data to Excel files, either individually or multiple a once. Follow the steps below for each method:

#### Individual Export

To export a single user account:

1. Click ‘Export’ from the 3-dot menu of the desired user in the 'USER ACCOUNTS' table.

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/CTfimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/CTfimage.png)

The system will automatically generate and download an Excel (.xlsx) file with the data of the selected account.

#### Multiple Export

To export multiple user accounts at once:

1. Select the checkboxes next to the accounts you wish to export from the '**User Accounts'** table:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/7OAimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/7OAimage.png)

2. Click 'Export' button located above the table:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/KqUimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/KqUimage.png)

3. A confirmation message will appear indicating that the export is being processed:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/kz4image.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/kz4image.png)

Once complete, a ZIP file containing the exported Excel files will be sent to the organization’s registered email address.

### Create a user

To create a new user:

1. Click the ‘NEW USER’ button located above the 'User Accounts' table:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/Gyzimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/Gyzimage.png)

The system will open a page similar the 'User Account Details' page:

[![image.png](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/scaled-1680-/4Egimage.png)](https://help.ci-aviationreporting.eu/uploads/images/gallery/2025-10/4Egimage.png)

2. Fill in all required fields (refer to the Edit a user account section for more information).
3. Click ‘SAVE’ to finish.

**Until the user logs in for the first time, the account will appear as 'Disabled'.**