👥 Users Management
The Users section is your central hub for managing all user accounts in your system. Monitor user activity, manage permissions, and maintain complete control over your user base.
🔍 Overview
The Users management interface provides a comprehensive view of all users in your system, allowing you to:- 📊 Monitor user accounts and their status
- ✏️ Edit user information and settings
- 🔐 Control user access and permissions
- 📈 Track user creation and activity
- 🔄 Manage user sessions and login access
📋 User Fields & Information
Core User Data
| Field | Description | Purpose | Format |
|---|---|---|---|
| 👤 Name | User’s display name | Identification and personalization | Text (up to 50 characters) |
| Primary email address | Authentication and communication | Valid email format | |
| 📞 Phone # | Contact phone number | Communication and verification | Numeric format |
| 📞 Phone EXT | Phone extension | Direct contact routing | Numeric extension |
| 🟢 Status | Account status | Access control | Active/Inactive |
| 📅 Created At | Account creation date | Audit trail and tracking | MM-DD-YYYY HH:MM format |
Field Details
👤 Name Field
- Purpose: Primary identification
- Validation: Required, 2-50 characters
- Use Case: Display in interface, reports, communications
📧 Email Field
- Purpose: Login credential and communication
- Validation: Must be valid email format
- Use Case: Authentication, notifications, password reset
📞 Phone Fields
- Purpose: Alternative contact method
- Validation: Numeric format for phone, optional extension
- Use Case: Voice communications, 2FA verification
🟢 Status Field
- Purpose: Account access control
- Values: Active (green) / Inactive (red)
- Use Case: Enable/disable user access to system
⚡ User Actions & Controls
Available Actions
1
🔐 Login Action
Purpose: Directly access user’s account
- Use Case: Technical support, troubleshooting
- Access: Admin-level permissions required
- Security: Maintains audit log of admin logins
- Result: Opens user session in new tab/window
2
✏️ Edit Action
Purpose: Modify user information and settings
- Editable Fields: Name, email, phone, status, permissions
- Use Case: Update contact info, change access levels
- Validation: Real-time field validation
- Result: Updated user profile with change history
3
🗑️ Delete Action
Purpose: Remove user from system
- Confirmation: Requires confirmation dialog
- Use Case: Deactivate terminated employees, cleanup
- Data Handling: Soft delete with data retention options
- Result: User marked as deleted, data archived
🔄 User Management Workflow
Complete Workflow Process
🎯 Use Cases & Applications
Primary Use Cases
👔 Employee Management
Scenario: Managing company staff accounts
- Add new employees when they join
- Update information during role changes
- Deactivate accounts when employees leave
- Monitor access and activity levels
🤝 Client Account Management
Scenario: Managing customer/client users
- Create client accounts for new customers
- Update contact details as needed
- Control access levels based on subscription
- Track usage and engagement metrics
🛠️ Technical Support
Scenario: Providing user assistance
- Login to user accounts to troubleshoot issues
- Update settings to resolve problems
- Monitor user activity to identify patterns
- Manage permissions for access control
📊 User Analytics
Scenario: Analyzing user data and trends
- Track user growth over time periods
- Monitor active vs inactive users
- Analyze creation dates for trend insights
- Generate reports on user demographics
📈 User Statistics & Insights
📊 Total Users
Current Count: 3 active users
Growth Rate: Track monthly additions
Engagement: Monitor login frequency
🟢 Active Users
Status Tracking: Real-time status monitoring
Last Activity: Track recent user activity
Session Data: Monitor current sessions
📅 Recent Additions
New Signups: Track recent registrations
Onboarding: Monitor user activation rates
Trends: Identify growth patterns
🔗 Integration Points
Related Features
👥 Teams Management
Connection: Users can be assigned to teams
Navigation:
User Management > Teams
Purpose: Organize users into functional groups🎭 Roles & Permissions
Connection: Users are assigned specific roles
Navigation:
User Management > Roles
Purpose: Control feature access and capabilities