Getting Started
Access user management interface and understand the basic navigation for managing users, user groups, and roles.
Before You Start
Make sure you have:
- Administrator access to the system
- Understanding of your organization structure
- User information ready for creation
- Site structure established
Getting Started with User Management
The User Management module provides comprehensive functionality for managing users, user groups, and roles within the organization. This guide will help you get started with accessing and navigating the user management interface.
Accessing User Management
To access the User Management module:
- Navigate to the Users section from the main menu
- Access user management interface
- Manage users, user groups, and roles
- Configure user permissions and assignments
User Management Interface
Tab-based Navigation
The user management interface is organized into tabs for easy navigation:
- Users: Individual user management
- User Groups: Group-based user organization
- Roles: Permission-based role management
- Archived Users: Historical user records
User Management Components
Individual User Management
Manage individual user accounts with comprehensive control:
- User Creation: Create new user accounts
- Basic Information: Name, email, password
- Role Assignment: Assign specific roles to users
- Site Assignment: Assign users to specific sites and site groups
- Status Management: Active/inactive user status
- Invitation System: Invite users via email
User Properties
Each user has the following properties:
- Name: User's full name
- Email: Unique email address for login
- Global ID: Unique identifier for the user
- Status: Active or inactive state
- Timezone: User's preferred timezone
- Date/Time Format: User's preferred formats
- Avatar: User profile picture
- Google Integration: Google OAuth integration
User Operations
Available operations for managing users:
- Create User: Add new users to the system
- Edit User: Modify existing user information
- Archive User: Move users to archive
- Delete User: Permanently remove users
- Status Toggle: Activate or deactivate users
- Password Reset: Reset user passwords
User Status Management
Status Types
- Active: Users can access the system
- Inactive: Users temporarily disabled
- Archived: Users moved to archive
- Invited: Users invited but not yet active
Status Control
- Status Toggle: Quick status change functionality
- Status Impact: Control access based on status
User Assignment System
Site Assignment
- Direct Site Assignment: Assign users to specific sites
- Site Group Assignment: Assign users to site groups
- Multiple Assignments: Users can be assigned to multiple sites
Role Assignment
- Single Role: Each user has one primary role
- Role Permissions: Role determines user permissions
- Permission Inheritance: Users inherit role permissions
Next Steps
Recommended Learning Path
- Managing Users: Learn to create and manage individual user accounts
- User Status Management: Understand how to control user access
- User Groups: Organize users into logical groups
- Role Management: Create and manage user roles
- Permission System: Configure granular user permissions
Key Concepts to Understand
- User Lifecycle: From creation to archiving
- Role-based Access: How roles determine permissions
- Site Assignments: How users access specific locations
- Group Organization: Logical grouping of users
- Security Best Practices: Maintaining secure user management
Important Notes
- • User management requires administrator permissions
- • Each user must have a unique email address
- • Role assignments determine user capabilities
- • Site assignments control access to specific locations
- • User status affects system access immediately
Quick Reference
- • Access Users section from main menu
- • Use tabs to navigate between different management areas
- • Create users with proper role and site assignments
- • Monitor user status and activity regularly
- • Follow security best practices for user management