Users Page User Guide

Overview

The Users page provides comprehensive user management capabilities for creating, editing, and managing user accounts, roles, permissions, and access control within the system.

Key Features

1. User Search & Filtering

• Search Bar: Real-time search across user names, emails, roles, and other user details
• Advanced Filters: Access via filter icon (🔍) to apply complex filtering
• Filter Options:
• Status: Filter by Active, Inactive, or other user statuses
• Roles: Filter by specific user roles
• Sort By: Choose from available columns (ID, Name, Email, etc.)
• Order: Ascending or Descending
• Last Login: Filter by last login dates
• Created Date: Filter by account creation dates
• Department: Filter by user departments

2. User Table View

The main table displays user information with the following key columns:

Core Columns

• ID: Unique user identifier
• Name: User's full name
• Email: User's email address
• Phone: Contact phone number
• Status: Current user status (Active/Inactive)

Role & Permission Information

• Roles: Assigned user roles
• Permissions: User permission levels
• Access Level: System access level
• Department: User's department or team

Activity Information

• Last Login: Most recent login date and time
• Login Count: Number of times logged in
• Created Date: Account creation date
• Last Updated: Last profile modification date

3. User Management Actions

Available Actions (Permission Dependent)

• Create User: Add new user accounts
• Edit User: Modify existing user information
• Delete User: Remove user accounts
• View Details: Access complete user information
• Reset Password: Reset user passwords
• Activate/Deactivate: Change user status
• Export Data: Download user information

Bulk Operations

• Multi-Select: Select multiple users for batch operations
• Bulk Edit: Modify multiple users simultaneously
• Bulk Delete: Remove multiple users
• Bulk Export: Download selected users
• Bulk Role Assignment: Assign roles to multiple users

4. User Creation & Editing

Comprehensive user management with detailed forms:

Basic Information

• Personal Details: Name, email, phone, address
• Account Information: Username, password, status
• Contact Information: Phone, email, emergency contacts
• Profile Picture: Upload and manage user photos

Role & Permission Management

• Role Assignment: Assign one or multiple roles
• Permission Overrides: Custom permission settings
• Access Control: System access levels
• Department Assignment: Assign to departments or teams

Security Settings

• Password Policy: Password requirements and expiration
• Two-Factor Authentication: Enable/disable 2FA
• Session Management: Login session controls
• Security Questions: Set up security questions

Preferences & Settings

• Language: User interface language
• Timezone: User's timezone settings
• Notification Preferences: Email and system notifications
• Dashboard Customization: Personal dashboard settings

5. User Detail View

Click on any user to access detailed information:

User Profile

• Complete Information: All user details in one view
• Profile Picture: User's photo and avatar
• Contact Information: All contact details
• Personal Settings: User preferences and configurations

Role & Permission Details

• Assigned Roles: Complete list of user roles
• Permission Matrix: Detailed permission breakdown
• Access History: Login and access history
• Security Settings: Current security configurations

Activity Logs

• Login History: Detailed login records
• Action Logs: User actions and activities
• System Access: What parts of the system accessed
• Error Logs: Any errors or issues encountered

Performance Metrics

• Usage Statistics: How often the user accesses the system
• Feature Usage: Which features are used most
• Productivity Metrics: User productivity indicators
• Training Records: Training completion and certifications

6. Role Management Integration

• Role Assignment: Assign and modify user roles
• Permission Inheritance: How permissions are inherited
• Role Hierarchy: Understanding role relationships
• Custom Roles: Create custom roles for specific needs

7. Security Management

• Password Policies: Enforce password requirements
• Account Lockout: Automatic account lockout settings
• Session Timeout: Automatic session expiration
• Audit Logging: Track all user activities

8. Column Management

• Customizable Columns: Show/hide columns based on your needs
• Frozen Columns: Key columns remain visible when scrolling
• Column Widths: Automatically optimized for different screen sizes
• Sorting: Click column headers to sort data

9. Pagination & Navigation

• Page Size: Adjust number of users per page
• Navigation: Previous/Next page buttons
• Page Numbers: Direct navigation to specific pages
• Total Count: View total number of users

Usage Workflow

Basic User Management

1. Use search to find specific users
2. Apply filters to narrow down user lists
3. Click on user names for detailed information
4. Use action buttons for user operations

Creating New Users

1. Click "Create User" button
2. Fill in basic user information
3. Assign appropriate roles and permissions
4. Set security and preference settings
5. Save and activate the user account

Managing User Roles

1. Click on a user to open details
2. Navigate to role management section
3. Add or remove roles as needed
4. Configure permission overrides
5. Save role changes

User Security Management

1. Review user security settings
2. Reset passwords when needed
3. Enable/disable two-factor authentication
4. Monitor login activity and security events
5. Take action on security alerts

Advanced Filtering

1. Click the filter icon (🔍) to open advanced filters
2. Set your filtering criteria (status, roles, dates, etc.)
3. Click "Apply" to filter results
4. Use "Reset" to clear all filters

Tips & Best Practices

User Management

• Use consistent naming conventions for usernames
• Maintain accurate contact information
• Regular review of user access and permissions
• Keep user roles up to date

Security Best Practices

• Enforce strong password policies
• Enable two-factor authentication where appropriate
• Regular review of user access logs
• Immediate deactivation of inactive accounts

Role Management

• Follow principle of least privilege
• Regular review of role assignments
• Clear role definitions and responsibilities
• Document role changes and approvals

Data Management

• Regular cleanup of inactive accounts
• Maintain accurate user information
• Keep audit logs for compliance
• Regular backup of user data

Navigation

• Use frozen columns to keep important data visible
• Utilize search for quick user lookup
• Save frequently used filter combinations
• Use keyboard shortcuts for faster navigation

Permissions

• Available actions depend on your user permissions
• Contact your administrator if you need additional access
• Some features may be read-only based on your role

Troubleshooting

Common Issues

• No Users Shown: Check if filters are applied
• Missing Columns: Check column visibility settings
• Can't Edit User: Verify you have update permissions
• Login Issues: Check user status and permissions

Getting Help

• Use the search functionality to quickly find users
• Apply filters to narrow down large datasets
• Check user details for comprehensive information
• Contact support if you encounter persistent issues

Keyboard Shortcuts

• Enter: Apply search or confirm actions
• Escape: Cancel current action
• Arrow Keys: Navigate through table cells
• Tab: Move between form fields
• Ctrl+F: Focus search bar
• Ctrl+N: Create new user (if available)

This guide covers the main functionality of the Users page. For specific features or advanced usage, consult your system administrator or refer to additional documentation.

Updated on: 23/09/2025