User Management
The User Management module allows administrators to add, edit, and manage all users who can access the application. Ensure each team member has correct login credentials, roles, and permissions to perform their tasks—maintaining security and streamlining collaboration.
Prerequisites
- Admin role (only Admins can create or edit users).
- Knowledge of your organization’s role & permission model.
- (Optional) SSO configuration for provisioning via SSO.
Add a New User
- Click + User at the top of the page.
- Complete the required fields (User Name, First/Last Name, Mobile, etc.).
- Click Save to create the user.
Use case: A logistics company can add delivery drivers as users so they can access shipment updates through the system.
Field Reference
| Field | Required | Description | Examples / Notes |
|---|---|---|---|
| User Name | Yes | Unique login identifier for the user. | e.g. j.singh, driver.dxb01 |
| First Name / Last Name | Yes | Legal/display name used across the system. | Shown in audits, assignments, and notifications. |
| Mobile Number | No | Contact number for notifications and MFA (if enabled). | Include country code (e.g., +971, +1). |
| Yes | Used for verification, alerts, password resets. | Must be unique per user. | |
| Role(s) | Varies | Determines access and permissions. | e.g., Admin, Warehouse Manager, Finance User. |
| Operating Unit | Recommended | Primary OU the user belongs to (controls data visibility via hierarchy). | Can add additional OUs if multi-site access is needed. |
| Status | Yes | Active/Inactive toggle; inactive users cannot log in. | Deactivate when employees leave or are on long leave. |
Edit User Details
- Locate the user in the list and click Edit (pencil icon) under Actions.
- Update details (e.g., mobile number, last name, roles, OU) and click Save.
Use case: A retail company updates sales team phone numbers when employees switch to new contact numbers.
Search / Filter Users
- Use the Filter control (top-right) to quickly find users by Name or Mobile.
- Combine filters (e.g., Role + Status) to refine large user lists.
Notes / Best Practices
- Only Administrators should manage users to ensure data security.
- Use clear and consistent naming conventions for user accounts.
- Avoid creating duplicate accounts for the same employee.
- Review user lists regularly and deactivate inactive users to maintain hygiene.
FAQs
- Who can create or edit users?
- Only users with the Admin role.
- Can we bulk import users?
- Yes, if enabled for your tenant—use the CSV/SSO/SCIM onboarding flow in Users & Access.
- What happens when I deactivate a user?
- The account can’t log in or receive notifications, but audit/history remains intact.