User Management

Overview

User Management is a core administrative function located in Global Settings ⚙️. It allows administrators to create new user accounts, manage existing ones.

The User Management Dashboard

The main view provides a paginated list of all users in the system, along with tools for managing them.

• Search Field: Quickly find a specific user by typing their name or email.
• Create User Button: Located in the top right, this button initiates the new user creation process.

The user list is organized into the following columns:

Column	Description
Name	The user's full name. Clicking the name navigates to their detailed profile page.
Email	The user's registered email address, used for login and notifications.
User Tier	tier assigned to the user.
Last Update	The date and time when the user's profile was last modified.
Actions	Edit user, Delete user, and Reset Password for the user .

Creating a New User

1. From the User Management dashboard, click the Create User button.
2. A side-view form will appear for you to enter the new user's details.

User Creation Form

Field	Description
First Name *	The user's first name.
Last Name *	The user's last name.
Email *	The user's unique email address for login and notifications.
User Tier	Select tier for the user.
Password *	Set an initial password for the user. A "Show Password" checkbox is available for verification.

Once all fields are complete, click the Create button to add the user to the system.

Managing Existing Users

You can perform several actions on existing users directly from the user list.

Editing a User

1. Click the Edit icon (pencil) in the user's row.
2. The same side-view form will appear, pre-filled with the user's current information.
3. Make the necessary changes and click the Save button.

Deleting a User

1. Click the Delete icon (trash can) in the user's row.
2. A confirmation modal will appear to prevent accidental deletion.
3. Confirm the action to permanently remove the user from the system.

Sending a Password Reset Email

1. Click the Send Email icon (envelope) in the user's row.
2. This action automatically sends an email to the user with a link to reset their password.

Best Practices

• Regular Audits: Periodically review the user list to deactivate accounts for individuals who are no longer with the company.
• Strong Passwords: Encourage users to set strong, unique passwords when they first log in.

Administrative Permissions

Access to User Management and all associated actions is restricted to users with global administrative permissions.