User Management Guide

Overview

The User Management system allows managers to create, edit, and manage user accounts for the site. This guide will help you effectively manage user accounts and their permissions.

Viewing User Accounts

• User List: Access the main user management page to view all site users in a table format
• Information Displayed:
  • Employee Name (clickable for detailed view)
  • Created Date
  • Employee ID
  • Username
  • Email
  • Phone
  • Position/Role

Creating New Users

• Required Information:
  • Full Name
  • Username (for login)
  • Email Address
  • Phone Number
  • Employee ID (if applicable)
  • User Type/Position
• Setting Up Access:
  • Choose appropriate user type/position
  • Set initial password
  • Ensure email is valid for account verification

Editing User Accounts

• Updating Information:
  • Click on the user's name in the main list
  • Modify necessary fields
  • Save changes using the update button
• Password Management:
  • Reset passwords if needed
  • Enable/disable account access
  • Handle account lockouts

Managing User Types

• Available Positions:
  • Manager - Full system access
  • Standard User - Basic access rights
  • Custom roles as defined by system
• Changing User Types:
  • Access user's edit page
  • Select new position from dropdown
  • Update and confirm changes

Best Practices

1. Regularly review user accounts and access levels
2. Promptly disable accounts for departed employees
3. Maintain accurate employee information
4. Document any significant account changes
5. Ensure unique usernames and employee IDs