User Management

Introduction#

This guide explains how to add, update, and manage different types of user accounts in the system. This document serves as a reference for managing user accounts. It details out procedures for adding, updating, and modifying user roles and other administrative configurations.

Accessing User Management#

1. Log in to your Administrator account
2. Navigate to the Dashboard
3. Click on the Administration section on the left sidebar
4. Under “Administration,” go to User Management

Options available in User Management:

• Dashboard
• Add New Account
• All Users
• User Roles Assignment
• Advanced Settings

Adding a New User#

To create a new account:

1. Click on Add New Account in the top-right corner
2. Fill in the required details

User Account Details#

• Type of Account: Choose between:
  • Administrative
  • Guest
  • Affiliated User
• Organization Unit: Select the relevant organizational unit for the user
• Username: Enter the username
• Mobile Number: Provide a valid contact number
• Email: Enter a valid email address
• CC Email: Optionally, add a CC email
• Password: Create a password (adheres to guidelines below)
• 2-Factor Authentication: Enable sending a verification code to the user’s registered email on login
• Switch Account Facility: Select Yes/No to allow switching between accounts linked to the same employee
• Sign-in Information:
  • Enable/Disable email notifications for login details
  • Enable/Disable mandatory password changes on the first login

Click Add User to save the details

Managing User Accounts#

All Users#

View all existing user accounts and their details. Admins can:

• View user details
• Update user account information
• Reset Passwords (auto-generate or manually set passwords)
• Relieve Accounts (for administrative accounts)

Password Reset Guidelines#

• Password length: 6-20 characters
• Must include at least one uppercase letter, one lowercase letter, and one numeric digit
• An email is sent to the user for password reset confirmation

Actions Available#

• Invite Mail: Send an email invitation for logging into the portal
• Compose Email: Send emails to users
• Force Reset Password: Reset a user’s password

User Roles Assignment#

Role assignment authorized users to access specific modules.

Assign Role to User#

1. Select the user(s) from the list by checking the box
2. Click Add Role and choose a role from the dropdown
3. Click Assign

Modify User Role#

1. Click the Add Role button next to a user
2. In the pop-up, review assigned roles (left) and available roles (right)
3. Select a new role and click Assign Role
4. To remove a role, click Remove Role and confirm

Bulk Role Assignment/Removal#

1. Filter or select users
2. Choose roles to add/remove
3. Click Add/Remove for bulk operations

User Role Logs#

• View activity logs for role changes

System Roles#

View all predefined administrative roles in this section.

Advanced Settings#

In the Advanced Settings section, the admin can configure:

• Permissions
• System Roles
• Role-Permission Mapping
• Modules
• Login Logs
• User Role Map
• Blocked User Accounts
• User Module Control
• Privacy Statement
• Security Statement

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