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Manage users

Manage Users

To access the user management view, click "Users" in the left menu.

The user list view consists of three blocks:

  • The search and filter block
  • The list of items block
  • The item details block

Create a User

  1. Click the "Create" button in the top right corner of the search and filter block.
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  1. Provide the following mandatory information:
  • An email
  • A Language
  • Organization unit where the user should have access
  • A user role (admin, user, etc.)
  1. Optional information
    1. An expiration date for access rights.
  2. Press the “Save” button to complete the user creation.
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The user will receive an email for onboarding to the system. They must provide their name and phone number.

Update a User

  1. Right-click on the row corresponding to the user you want to update.
  2. Update the needed information. You can modify the following fields:
    1. Name
    2. Language
    3. Phone number
    4. Access rights, role and expiration
  3. Press the “Save” button to complete the user update.

Search for a User

You can find users using the free search tool or more accurate filters.

  • Free search
    1. Users free search will search users using any keywords you provide and will match it against the following:

    2. Name
    3. Phone number
    4. Email address
  • Filters
    • By organization unit

Delete a User

  1. Right-click on the row corresponding to the user you want to delete.
  2. Press the "Delete" button.
  3. Confirm the action by pressing "Yes" on the confirmation dialogue.

Note: Deleting a user is permanent and cannot be undone.