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.
Field
Description
Email
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.
Email
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.
