Accounts (User and Access)
Overview
The Users and Access section is used to manage all users associated with the application. Administrators can add new users, assign roles, monitor account status, and control access permissions.
User Management
This page displays a list of all registered users along with their account information and access details.
Available Information
| Field | Description |
|---|---|
| Email address used to sign in to the application. | |
| Name | Full name of the user. |
| Role | Assigned user role (e.g., Admin, Editor, Viewer). |
| Expiry | Date until which the user's account remains active. |
| Status | Current account status (e.g., Active, Inactive, Pending Verification). |
| Action | Available actions such as Edit, Delete, or Manage User. |
User List
The following table represents a sample user list.
| Name | Role | Expiry | Status | |
|---|---|---|---|---|
| xyz.user@example.com | XYZ User | Admin | DD MMM YYYY | Active |
| abc.user@example.com | ABC User | Editor | DD MMM YYYY | Active |
Note: The number of displayed entries can be adjusted using the Show Entries option, while the Search bar allows administrators to quickly locate users.
Available Actions
Administrators can perform the following actions from the Users and Access page:
- Add User – Invite a new user to the application.
- Edit User – Update user details and assigned roles.
- Delete User – Remove a user from the application.
- Assign Role – Change the user's permission level.
- Activate / Deactivate – Enable or disable user access.
User Roles
Depending on the application configuration, users may be assigned different roles.
| Role | Description |
|---|---|
| Admin | Full access to all application features and settings. |
| Editor | Can manage content and application data but has limited administrative access. |
| Viewer | Read-only access to application data and reports. |
Best Practices
- Assign the Admin role only to trusted users.
- Review user accounts regularly and remove inactive users.
- Set appropriate account expiry dates for temporary users.
- Ensure users verify their email address before granting full access.
- Periodically audit user roles to maintain application security.