User & Role Management
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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.
1. Accessing the User Management Page
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.
Choose an Option
You will see two options:
Manage User: For managing user profiles.
Manage Role Group: For managing role settings.
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.
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.
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.
By following this guide, you can efficiently manage users and roles, ensuring that access and responsibilities align with your organizational structure.
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