User Management

The User Management feature allows administrators to oversee team members, organize users into groups, and control access permissions across the platform.

Key Capabilities

User Administration

  • View all platform users and their status

  • Invite new team members via email

  • Manage user roles and permissions

  • Deactivate or remove users when needed

Permission Groups

  • Create custom permission groups for different roles

  • Assign specific platform access levels

  • Manage group memberships

  • Set default permissions for new users

Team Organization

  • Organize users by department or project

  • Assign team leads and administrators

  • Control cross-team collaboration settings

User Interface

Current Users Management Interface

The main user management interface shows:

  • Complete user directory with status indicators

  • Quick actions for common administrative tasks

  • Search and filter capabilities for large teams

  • Bulk operations for efficient management

User Group Management Interface

The group management section allows:

  • Creation and editing of permission groups

  • Visual assignment of users to groups

  • Permission level configuration

  • Group-based access control

Getting Started

For Administrators:

  1. Access User Management: Navigate to Settings β†’ User Management

  2. Review Current Users: Check the user directory and verify active accounts

  3. Set Up Groups: Create permission groups that match your organization structure

  4. Invite Team Members: Use the invite feature to add new users

  5. Assign Permissions: Add users to appropriate groups based on their roles

For Team Leads:

  • Request administrator access if you need to manage your team

  • Review your team members’ access levels

  • Coordinate with administrators for permission changes

Note

User management features may be limited based on your role. Contact your system administrator if you need additional permissions.

Best Practices

  • Regular Audits: Review user access quarterly

  • Principle of Least Privilege: Give users only the access they need

  • Group Organization: Use clear, descriptive names for permission groups

  • Onboarding Process: Establish consistent procedures for new user setup