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


  1. Click Register User.
  2. 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.
  3. 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: