Create new user accounts with role assignments and permissions
What is the Add New User Page?
The Add New User page allows you to create new user accounts in your portal system. This modal-based interface collects all necessary user information including personal details, contact information, role assignment, and password setup.
The form includes validation for required fields, password generation options, and user notification settings. You can assign appropriate roles to new users based on their responsibilities and access requirements within your organization.
Key Features
Create new user accounts with complete profile information
Assign appropriate roles including Super Admin, System Manager, Company Manager, and Center Manager
Set secure passwords with generation options and confirmation
Notify new users via email about their account creation
Real-time validation ensures all required fields are properly filled
Organized form layout with fields arranged in left and right columns
Add User Form Structure
The Add User modal form is organized into two columns with the following fields:
Left Column Fields
User's assigned role (required field)
- • Dropdown field labeled 'Role*'
- • Marked with asterisk (*) indicating required field
- • Placeholder text: 'Choose Role'
- • Options: Super Admin, System Manager, Company Manager, Center Manager
- • Determines user's access level and permissions
User's first name (required field)
- • Text input field for first name
- • Marked with asterisk (*) indicating required field
- • Must be filled to create user account
- • Used for user identification and display
User's email address (required field)
- • Text input field for email address
- • Marked with asterisk (*) indicating required field
- • Must be a valid email format
- • Used for login and notifications
- • Must be unique across the system
User's password (required field)
- • Password input field displaying masked characters
- • Marked with asterisk (*) indicating required field
- • Eye icon with diagonal line for visibility toggle
- • Blue 'Generate' button for auto-generating secure passwords
- • Must meet password strength requirements
Send notification email to new user
- • Checkbox labeled 'Notify User'
- • Checked by default
- • Sends welcome email with login credentials
- • Optional - can be unchecked if needed
Right Column Fields
User's last name (required field)
- • Text input field for last name
- • Marked with asterisk (*) indicating required field
- • Must be filled to create user account
- • Used for user identification and display
User's phone number (optional)
- • Text input field for phone number
- • Optional field - no asterisk marking
- • Can be left empty if not provided
- • Used for contact and account recovery
- • Supports various phone number formats
Password confirmation (required field)
- • Password input field for confirming password
- • Marked with asterisk (*) indicating required field
- • Must match the password field exactly
- • Eye icon with diagonal line for visibility toggle
- • Prevents password entry errors
Available User Roles
Understanding the different roles available for new user assignment:
Super Admin
Highest level of system access and control
- • Full system administration
- • Create and manage all user accounts
- • System configuration and settings
- • Access to all portal features and data
- • Can modify system-wide settings
System Manager
High-level system management capabilities
- • Manage users within their scope
- • System monitoring and reporting
- • Configuration management
- • Limited administrative functions
- • Access to most portal features
Company Manager
Company-level management and oversight
- • Manage users within their company
- • Company-specific settings and data
- • Limited to company scope only
- • Cannot access other companies' data
- • Standard portal feature access
Center Manager
Center-specific management and operations
- • 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 Add User interface components:
Role Selection Dropdown
Role assignment dropdown with all available options:
- • Required field marked with asterisk (*)
- • Dropdown with 'Choose Role' placeholder
- • Options: Super Admin, System Manager, Company Manager, Center Manager
- • Determines user's access level and permissions
- • Must be selected before user creation
Required Text Fields
Mandatory fields for user account creation:
- • First Name field marked with asterisk (*)
- • Last Name field marked with asterisk (*)
- • Email Address field marked with asterisk (*)
- • Must contain valid data to create account
- • Real-time validation feedback
Optional Phone Field
Optional contact information field:
- • Phone number input field
- • No asterisk marking (optional)
- • Can be left empty if not needed
- • Supports various phone formats
- • Used for contact and recovery purposes
Password Fields
Secure password setup with generation options:
- • Password field with visibility toggle
- • Confirm Password field for verification
- • Blue 'Generate' button for auto-generation
- • Both fields marked as required with asterisk (*)
- • Password strength validation
Notify User Checkbox
Email notification option for new users:
- • Checkbox labeled 'Notify User'
- • Checked by default
- • Sends welcome email with credentials
- • Can be unchecked if notification not needed
- • Improves user onboarding experience
Add User Button
Primary action button for creating the user account:
- • Blue button labeled 'Add User'
- • Positioned at bottom right of modal
- • Validates all required fields before submission
- • Creates user account and sends notifications
- • Closes modal upon successful creation
Form Validation Rules
Understanding the validation requirements for creating new users:
Role
Required- • Must select a role from dropdown
- • Cannot be left empty
- • Determines user's access level
- • Required for account creation
First Name
Required- • Must be filled (marked with *)
- • Cannot be empty
- • Must contain valid text
- • Minimum length validation applies
Last Name
Required- • Must be filled (marked with *)
- • Cannot be empty
- • Must contain valid text
- • Minimum length validation applies
Email Address
Required- • Must be filled (marked with *)
- • Must be valid email format
- • Must be unique in the system
- • Used for login and notifications
Password
Required- • Must be filled (marked with *)
- • Must meet strength requirements
- • Can be auto-generated using 'Generate' button
- • Visibility can be toggled with eye icon
Confirm Password
Required- • Must be filled (marked with *)
- • Must match password field exactly
- • Prevents password entry errors
- • Visibility can be toggled with eye icon
Phone
Optional- • Can be left empty
- • No validation if left blank
- • Supports various formats if provided
- • Used for contact purposes
Best Practices
User Creation
- • Assign appropriate roles based on user responsibilities
- • Use strong passwords or auto-generate secure passwords
- • Verify email addresses before account creation
- • Notify users about their new accounts
- • Keep user information accurate and complete
Role Assignment
- • Follow principle of least privilege
- • Assign roles that match job responsibilities
- • Document role assignment decisions
- • Regularly review and update role assignments
- • Ensure proper role hierarchy is maintained
Password Security
- • Use the 'Generate' button for strong passwords
- • Ensure passwords meet strength requirements
- • Share passwords securely with new users
- • Encourage users to change passwords on first login
- • Consider implementing password policies
User Communication
- • Always check 'Notify User' for new accounts
- • Provide clear instructions for first-time login
- • Include contact information for support
- • Set expectations about account access and permissions
- • Follow up to ensure users can access their accounts
Ready to Add New Users?
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