Manage Users
Click "Users" in the left menu to access the user management view.
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
- Click the "Create" button in the top right corner of the search and filter block.
- Provide the following mandatory information:
- An email
- A Language
- Organization unit where the user should have access
- A user role (admin, user, etc.)
- Optional information
- An expiration date for access rights.
- Press the “Save” button to complete the user creation.
The user will receive an email for onboarding to the system. They must provide their name and phone number.
Update a User
- Right-click on the row corresponding to the user you want to update.
- Update the needed information. You can modify the following fields:
- Name
- Language
- Phone number
- Access rights, role and expiration
- 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
- Name
- Phone number
- Email address
- Filters
- By organization unit
Users free search will search users using any keywords you provide and will match it against the following:
Delete a User
- Right-click on the row corresponding to the user you want to delete.
- Press the "Delete" button.
- Confirm the action by pressing "Yes" on the confirmation dialogue.
Note: Deleting a user is permanent and cannot be undone.