User & Role Management

v1

The User Management Page allows you to efficiently manage users and roles within your portal. Follow this guide to understand the features and functionalities available.

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User Management Page

1. Accessing the User Management Page

1. Navigate to User Management

   • Click on your profile dropdown menu in the upper-right corner of the portal website.

   • Select User Management from the dropdown menu.

2. Choose an Option

   • You will see two options:

     • Manage User: For managing user profiles.

     • Manage Role Group: For managing role settings.

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Manage User Page

2. Managing Users

Accessing the Manage User Page

• Click on the Manage User option to be redirected to the Manage User page.

Features on the Manage User Page

a. Search Bar

• Use the search bar to quickly find users by name, email, or role.

b. User Table

The table contains the following columns:

• Name: The user's full name.

• Email: The user's email address.

• Role: The assigned role of the user.

• Created Time: The timestamp of when the user was created.

• Action: Includes options to edit or delete a user.

c. Editing a User

• Click the Edit button in the Action column to open the user edit form.

• Editable fields include:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Company (disabled, for reference only)

  • Role (assign a new role to the user)

d. Deleting a User

• Click the Delete button to remove a user from the system.

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Manage Role Group Page

3. Managing Role Groups

Accessing the Manage Role Group Page

• Return to the User Management menu and click on the Manage Role Group option.

Features on the Manage Role Group Page

a. Role Table

The table contains the following columns:

• Role Name: The name of the role.

• Role Initial: The abbreviation or initial of the role.

• Action: Includes options to edit role information, edit role workspace, or delete the role.

b. Editing Role Information

• Click the Edit Role Information button in the Action column.

• Editable fields include:

  • Role Name

  • Role Initial

c. Editing Role Workspace

• Click the Edit Role Workspace button in the Action column.

• Select or change the workspaces the role can access:

  • Check one or more workspaces to assign access to the role.

d. Deleting a Role

• Click the Delete button to remove a role from the system.

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Key Tips for Effective Management

• Search Effectively: Use the search bar to quickly locate users or roles, especially in large organizations.

• Regular Updates: Periodically review and update user roles to ensure appropriate access levels.

• Manage Workspaces: Assign specific workspaces to roles based on departmental or project needs to streamline operations.

• Avoid Overlapping Roles: Clearly define roles to prevent redundancy or confusion among team members.

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By following this guide, you can efficiently manage users and roles, ensuring that access and responsibilities align with your organizational structure.