Users

You can manage system users, add, delete, edit, unlock, and assign roles or permissions directly to users.

Click on create new user to show following window

Bulk Import/export users

You can import your current users from excel sheet, download sample format as in following capture and save time inputting users one by one, also you can export users in same format.

Create new user

Input required fields for new users

Input 4 fields, Name, mail, phone, & username, you can add this user to one of current organization units and the assigned role on this unit would be inherited to this user, if the user is not added to a unit it would be assigned to the configurable default role.

Choose activation options

• Set random password or make one manual.

• Make temp password that should be changed with 1st login or make it permanent.

• Send activation mail.

• Set the user active.

• enable lockout after configurable number of minutes.

Actions on user

Administrator can perform many actions as:

• Edit user --> from window same as add user window.

• Unlock --> User is locked when inputting wrong password configurable number of times, administrator can unlock.

• Delete --> User can be deleted, while deactivation is always the preferred option.

• Permissions --> This overrides the assigned role, you can cancel this override later as shown in following window.