Overview
Add Users
Invite new team members to your organization
Manage Permissions
Set roles and access levels for each user
Organize Teams
Group users for better management
Adding New Users
Step-by-Step Guide
Navigate to User Management
Go to the admin dashboard and click on "Users" in the navigation menu.
Click "Add User"
Click the "Add User" or "Invite User" button to open the user creation form.
Fill User Information
- • Email: User's email address (required)
- • First Name: User's first name
- • Last Name: User's last name
- • Role: Select appropriate role (Admin, Manager, User, Viewer)
- • Department: User's department or team
Set Permissions
Choose which features and data the user can access based on their role and responsibilities.
Send Invitation
Click "Send Invitation" to email the user with login instructions and account activation link.
Pro Tip
You can add multiple users at once by using the bulk import feature. This is especially useful when setting up a new organization or adding an entire team.
User Roles & Permissions
Available Roles
Admin
Full access to all features and settings
- • Manage all users and groups
- • Configure system settings
- • Access all data and reports
- • Manage security settings
Manager
Can manage users and groups within their scope
- • Manage assigned users
- • Create and manage groups
- • View team reports
- • Configure team settings
User
Basic access to assigned features and data
- • Access assigned resources
- • View personal data
- • Use basic features
- • Generate personal reports
Viewer
Read-only access to specified resources
- • View assigned data
- • Read reports
- • No editing capabilities
- • Limited feature access
Permission Management
Granular Permissions
Beyond roles, you can set specific permissions for each user:
- • Data Access: Which data the user can view and edit
- • Feature Access: Which features the user can use
- • Report Access: Which reports the user can generate
- • API Access: Whether the user can use API features
Permission Inheritance
Users inherit permissions from:
- • Their assigned role
- • Group memberships
- • Direct permission assignments
Important
Always follow the principle of least privilege - only grant users the permissions they actually need to perform their job.
Managing Existing Users
User Actions
Edit User
Update user information, roles, and permissions
Reset Password
Send password reset email to user
Suspend User
Temporarily disable user access
Remove User
Permanently remove user from organization
Bulk Operations
Select Multiple Users
Use checkboxes to select multiple users for bulk operations.
Bulk Actions
- • Change roles for multiple users
- • Add users to groups
- • Send bulk notifications
- • Export user data
User Search & Filter
- • Search by name or email
- • Filter by role or status
- • Filter by department
- • Filter by last login date
User Activity & Monitoring
Activity Tracking
- Login/logout times
- Feature usage statistics
- Data access patterns
- API usage metrics
- Security events
Reports & Analytics
- User activity reports
- Permission usage analytics
- Security audit logs
- User engagement metrics
Best Practices
Security
- Regularly review user permissions
- Remove inactive users promptly
- Use strong password policies
- Enable two-factor authentication
Organization
- Use consistent naming conventions
- Group users by department or function
- Document role responsibilities
- Regular user audits