Manage user accounts, roles, and permissions for your portal system
What is the Users Page?
The Users page allows you to manage all user accounts in your portal system. You can view user information, search and filter users by role, and perform user management operations such as adding new users, editing existing accounts, and deleting users when necessary.
The page features a comprehensive table view with user details including names, email addresses, creation dates, and roles. You can search for specific users, filter by roles, and manage user permissions through the integrated user management tools.
Key Features
View and manage all user accounts in your portal system
Create new user accounts with role assignments and permissions
Modify existing user information, roles, and account settings
Remove user accounts with confirmation dialogs for safety
Find users quickly with search and role-based filtering
Assign and manage user roles including Super Admin, System Manager, Company Manager, and Center Manager
User Table Structure
The main user table displays comprehensive user information with the following columns:
User's first name
- • Displays the user's first name
- • Sortable column for alphabetical organization
- • Examples: John, Sarah, Michael, Emily
User's last name
- • Displays the user's last name
- • Sortable column for alphabetical organization
- • Examples: Smith, Johnson, Brown, Davis
User's email address
- • Primary contact and login identifier
- • Truncated display for long email addresses
- • Examples: john.smith@company.com, sarah.johnson@company.com
Account creation date and time
- • Sortable column with date and time
- • Format: MMM DD, YYYY - H:MMpm
- • Examples: Oct 15th, 2024 - 2:30pm, Oct 12th, 2024 - 9:15am
User's assigned role
- • Displays user's permission level
- • Four main roles: Super Admin, System Manager, Company Manager, Center Manager
- • Determines access levels and permissions
User management actions
- • Blue pencil icon for editing user
- • Red trash can icon for deleting user
- • Quick access to user management functions
Search and Filter Options
Powerful search and filtering tools to find and organize users:
Quick search across user information
- • Search input field with 'Search...' placeholder
- • Real-time search as you type
- • Searches across names, emails, and other user data
- • Instant filtering of table results
Filter users by their assigned roles
- • Dropdown filter labeled 'Filter by Role'
- • Options: Super Admin, System Manager, Company Manager, Center Manager
- • Quick filtering to view specific role groups
- • Combines with search for refined results
User Roles and Permissions
Understanding the different user roles and their access levels:
Highest level of system access
- • Full system administration
- • User management across all levels
- • System configuration and settings
- • Access to all portal features
- • Can create and manage other admin accounts
High-level system management access
- • Manage users within their scope
- • System monitoring and reporting
- • Configuration management
- • Limited administrative functions
- • Access to most portal features
Company-level management access
- • Manage users within their company
- • Company-specific settings and data
- • Limited to company scope
- • Cannot access other companies' data
- • Standard portal feature access
Center-specific management access
- • Manage users within their center
- • Center-specific settings and data
- • Limited to single center scope
- • Cannot access other centers' data
- • Basic portal feature access
Page Components
Understanding the user management interface components:
Add New User Button
Primary action button for creating new user accounts:
- • Prominent blue button at the top left
- • Opens Add User modal dialog
- • Accessible from main user table view
- • Quick access to user creation workflow
Search Bar
Real-time search functionality for finding users:
- • Search input with 'Search...' placeholder
- • Real-time filtering as you type
- • Searches across all user data fields
- • Instant table updates based on search
Role Filter Dropdown
Filter users by their assigned roles:
- • Dropdown labeled 'Filter by Role'
- • Options for all available roles
- • Quick filtering to specific role groups
- • Combines with search for precise results
User Table
Comprehensive table displaying all user information:
- • Columns: First Name, Last Name, Email, Created On, Role, Actions
- • Sortable columns for better organization
- • Action icons for edit and delete operations
- • Responsive design for different screen sizes
Edit User Actions
Blue pencil icon for editing user accounts:
- • Blue pencil icon in each user row
- • Opens Edit User modal dialog
- • Pre-filled with current user information
- • Allows modification of user details and roles
Delete User Actions
Red trash can icon for deleting user accounts:
- • Red trash can icon in each user row
- • Opens Delete User confirmation dialog
- • Safety confirmation before deletion
- • Permanent removal of user account
Example User Accounts
Here are examples of user accounts you might see in your system:
John Smith
System administrator with full access
User Information:
Role Permissions:
Sarah Johnson
High-level system management access
User Information:
Role Permissions:
Michael Brown
Company-level management responsibilities
User Information:
Role Permissions:
Emily Davis
Center-specific management access
User Information:
Role Permissions:
David Wilson
Full administrative access
User Information:
Role Permissions:
Best Practices
User Management
- • Regularly review and audit user accounts
- • Remove inactive or unnecessary user accounts
- • Assign appropriate roles based on job responsibilities
- • Keep user information up-to-date and accurate
- • Monitor user activity and access patterns
Role Assignment
- • Follow principle of least privilege
- • Assign roles that match user responsibilities
- • Regularly review and update role assignments
- • Document role changes and reasons
- • Ensure proper role hierarchy is maintained
Security Considerations
- • Use strong password requirements for all users
- • Enable two-factor authentication where possible
- • Regularly review user access and permissions
- • Monitor for suspicious user activity
- • Implement proper user lifecycle management
Data Management
- • Keep user data accurate and current
- • Implement proper data retention policies
- • Ensure compliance with privacy regulations
- • Regularly backup user data and settings
- • Document user management procedures
Need Help with User Management?
If you're experiencing issues managing users or need assistance with user creation, contact your system administrator for support.
Contact Support