User Manager

The User Manager module in helps administrators manage user accounts efficiently by controlling access levels and permissions, ensuring secure and organized user interactions within the system.

Dashboards:

Steps:

1. Click on Admin profile
2. Click on Setup
3. Click on Security
4. Click on User Manager under Security

Step 1:

Step 2:

Group Manager:

Enter the details in New Group from:-

1. Group name - Enter the group name
2. Group Manager - Select the group manager from dropdown
3. Parent Group - Select the parent group from dropdown
4. Description - Enter the description.

Step 1:

Step 2:

1) Edit access point icon :- To edit/update the group.

2) List users in this section icon :- To view the list of users.

Role Manager:

Enter the details in New Roles form:-

1. Role Name - Enter the role name
2. Blocked - Select blocked/not blocked from the dropdown list
3. Click on update button

Step 1:

Step 2:

1) Edit Role icon :- To edit/update the role.

Privileges:

Enter the details in New Privileges form:-

1. Role name - Enter the role name
2. For Sites - Enter the sites name
3. Blocked - Select Blocked/not blocked from the dropdown

Step 1:

Step 2:

1) Edit privilege icon :- To edit the privilege details.

2) List users of section :- To view the list of users.

User Manager:

Enter the details in User form:-

Step 1:

Admin:

1. GUID : Enter the GUID.
2. Privilege ID : Select the Privilege ID.
3. Access ID : Select the Access ID.
4. Group/Team : Select the Group/Team.
5. User Reference Code : Enter reference code.
6. User Registered Site : Select the registered site.
   Step 2:
   

Default:

1. Login ID - Enter the login ID
2. Full name - Enter the full name
3. E-mail - Enter valid E-mail ID
4. Mobile - Enter mobile number
5. Description notes - Describe notes
   Step 3:
   

Organization:

1. Organization Name : Enter the name of the Organization.
2. Organization Position : Enter the user's position in the organization..
3. Organization Email : Enter the organization's email id.
   Step 4:
   

Address:

1. Address : Enter the user address details.
2. Region/State : Enter the state or region.
3. Country : Enter the country.
4. Zip code/PIN Code : Enter the zip code.
   Step 5:
   

Others:

1. Tags : Enter the tags.
2. Gender : Select the gender.
3. Date Of Birth : Specify the DOB of the user.
4. Blocked : Select block status.
   Step 6:
   

Security:

1. Account Expires On : Select the account expire date.
2. User Security Policy : Select the User's Security Policy.
3. Data Privacy Policy : Select the Data Privacy Policy.
4. Geo Location (For Login Lock) : Enter the Geo location.
5. Geo IP (For Login Lock) : Enter the Geo IP.
   Step 7:
   

1) User information icon: To view the user information/details.
Step 1:

Step 2:

Step 3:

2) Edit user icon: To edit the user information.

3) Change password: To change the password of user.

Import users:

Step 1:

Step 2: