Users

Manage users, invite new users, and assign roles

Page Overview

What the page is for

The Users page allows you to manage all users in your organization. From here you can invite new users, edit existing users, delete users, and manage user roles.

When a user would use it

  • When you want to invite a new user to join the organization
  • When you need to edit a user's details
  • When you want to delete a user
  • When you need to assign or change a user's roles
  • When you want to upload multiple users at once via bulk upload

How to Access This Page

  1. Log in to the application
  2. From the main dashboard, use the sidebar navigation to click on "Users"
  3. Or, directly navigate to /users in your browser

Permissions or prerequisites

  • You must be logged in to access this page
  • You need administrator or user manager permissions to manage users
  • The "Add User" and "Bulk Upload" buttons will be disabled if you don't have the required permissions

Page Layout

Header / title

  • Title: "Users"
  • Subtitle: "Manage your users"
  • Primary button: "Add User" (disabled if no permission)
  • Secondary button: "Bulk Upload" (disabled if no permission)

User Table

Shows a list of users with details.

Step-by-Step Tasks

Adding a New User

  1. Click the "Add User" button
  2. Fill in the user's details in the dialog
  3. Assign roles to the user
  4. Send the invitation
  5. The user will receive an email invitation

Bulk Uploading Users

  1. Click the "Bulk Upload" button
  2. Follow the prompts to upload a file with user details
  3. Review the upload
  4. Confirm the bulk upload
  5. Users will be created and invited

Editing a User

  1. Find the user in the table
  2. Click the edit action
  3. Update the user's details
  4. Save your changes

Deleting a User

  1. Find the user you want to delete
  2. Click the delete action
  3. Confirm the deletion in the dialog
  4. The user will be removed

Managing User Roles

  1. Find the user
  2. Click the manage roles action
  3. Assign or unassign roles as needed
  4. Save your changes

Field & Button Reference

Field/ButtonWhat it doesWhen to use it
Add UserOpens the invite user dialogWhen you want to add a single user
Bulk UploadOpens the bulk upload dialogWhen you want to add multiple users at once

Tips & Notes

  • Users receive email invitations: New users get an email to join
  • Roles control access: Assign roles to control what users can do
  • Bulk upload saves time: Use bulk upload for adding many users
Docs by Sourcey
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