Table of Contents
Overview
The User Management section is where administrators can effectively manage user accounts in the system. This section allows you to view, add, edit, and manage the status of users in your account.
User Dashboard
The User Dashboard serves as the main interface for account management. It offers key functionalities such as adding, editing, enabling, and disabling users, as well as searching and filtering capabilities.
From this dashboard, you will be able to view essential information for each user, including:
User: Displays the name of the user.
Email Address: Shows the email associated with the user.
Role: Indicates the user's role, highlighted in a distinctive color.
Crew: Displays the crew to which the user belongs, using the crew's designated color.
Actions: Provides buttons for quick management.
You can toggle between active and disabled Users by clicking the respective buttons on the dashboard.
Adding a New User
To add a new user to your account, you will be presented with a form containing several fields. Required fields include: First Name, Last Name, Email Address, Role (select from Admin, Support, or Crew), and Time Zone. An optional Description field is also available, and you must set a password for the new user.
Click the "Add User" blue button in the top right corner of the User Dashboard.
Fill out the required fields in the form.
Click "Add User" to create the account.
Editing User Information
Using the edit interface, you can modify fields as needed. Once you've made the desired changes, you can save the updated information.
Locate the user in the list on the User Dashboard.
Click the "pencil icon" next to their name.
Modify the necessary fields in the edit interface.
Click "Apply Changes" to save the updated information.
The "Edit User" and "Add New User" functions operate similarly. Ensure you accurately complete all required fields before clicking either "Add Member" or "Apply Changes" respectively.
3. Disabling/Enabling Users
Disabling a user prevents them from accessing the application. This process is reversible; users can be enabled and disabled as needed.
3.1. To disable a user:
Navigate to the edit interface for the user, from the Active section.
Click the "Disable" button and confirm the action when prompted.
You will immediately find the user in the Disabled section.
3.2. To enable a previously disabled user:
Go to the Disabled Users section.
Click the pencil icon next to the user's name.
Click the "Enable User" button and confirm the action when prompted.
You will immediately find the user in the Active section.
4. User Search
The User Dashboard offers search and filter functionalities to facilitate efficient management of user accounts, enabling administrators to easily find and access specific users as needed.
4.1. Quick Search:
Use the search bar to find crew members by name or email.
4.1. Advanced Filtering:
Use the dropdown menu next to the search bar.
Select a role (Admin, Support, Crew Member, or Client) to view crew members with that specific role.
Click the "Reset" button to remove all applied filters at once.
These features allow for easy navigation and management of your crews, especially when dealing with multiple roles or large numbers of team members and clients.