- Title
- Users
- Tags
-
Roles
Overview
The Users page allows administrators to manage system
accounts. Users can register new team members, view existing users, search for
accounts, and perform essential account management actions such as resetting
passwords or changing roles.
User List Table
The main listing displaying all registered users in the ERP system.
User Table Fields
- User:
The full name and system identifier of the employee.
- Email:
The primary email address associated with the account.
- Actions:
Quick access to user management tools.
Key Page Actions
- Register
User: Click the green button to open the registration form for a new
account.
- Search:
Use the search bar to quickly find specific users by name or email.
- Manage
Roles: Assign or update the user's role (e.g., Admin, Basic,
SuperAdmin).
- Reset
Password: Generate a new password or send a reset link to the user.
- Change
Email: Update the registered email address for the user.
User Controls
Table layout with inline action buttons for seamless user
management.
Registering a New User
- Click Register
User.
- Fill
in the required fields on the "Create a new account" form:
- Employee:
Select the employee from the list.
- Role:
Assign the appropriate system role.
- Employee
Model Type: Select the employment type.
- Email:
Enter a valid email address.
- Password
/ Confirm Password: Set the initial login credentials.
- Click
the Register button to finalize the account creation.
Tips
- Roles:
Keep role definitions granular. For example, a "SalesAdmin"
should not have "HRAdmin" permissions unless strictly necessary.
- Security:
Always verify the employee's details before using the "Reset
Password" or "Change Email" functions.
- User
Management: Review the Users list frequently to disable or remove
accounts for employees who have left the company.
See also: