Users

Overview

This page provides a comprehensive view of all users, enabling administrators to:

• Create, edit, and delete users.
• Assign roles to users, allowing them to inherit permissions associated with those roles.
• Directly assign specific permissions to individual users by selecting Manage Permissions action.

New User Creation

When creating a new user, a popup window is displayed with General tab, which includes fields for entering the username, password, and account activity status.

Create from File

This feature allows users to download a template file for entering user data. After filling in the template, users can upload the file into the system, which processes the data automatically and provides a downloadable results file. All users with a positive status will appear in the list of users after the upload.

Actions

Users can perform various actions with the selected user account, including:

• User Info: Opens the same popup as "New User" for editing user information. This popup includes an additional "Login Settings" tab for user isolation and two-factor authentication options.

• Login as this user: Allows the user to log in to the account of the selected user.

  After logging in, the option "Back to account" becomes available.

  

• Reset Lock: Resets the account lock triggered by failed login attempts, as described in Settings: Lockout Settings.

• Manage Permissions: Manages the permissions for the selected user as described in Permissions.

• Manage Roles:
  • Add Users: Users can be assigned to roles directly through the role management popup.
  • Remove Users: Users can be removed from roles directly through the role management popup.
• Users Assigned through Organization Units:
  • If a role is assigned to a user through an organization unit, the role cannot be removed from the role popup. Removal must be done from the organization unit’s details, as described in Organization Units: Details: Members and Roles Tabs.

• Manage Organization Units: Manages the organization units associated with the selected user.

• Delete: Removes the user from the system.