37. Managing Users and Roles

Owned by Michael Litner
Dec 04, 2024
2 min read

Only a user with Admin privileges can create or modify users and roles.

A default user admin with the role Admins exists when the system is first installed.

To manage users:

  1. On the navigation bar, click Users Management.

image-20240215-095747.png

 

You can quickly locate a user by typing its letters on the Search bar. The list updates promptly.

To create a new role:

  1. Click Create Role.

  2. Fill in the details:

    image-20240215-095814.png



  3. Click Create.

To edit role details:

  1. On the required role, click Modify.

  2. The Modify Role window appears. Modify the role details as required.

  3. To save your changes, click Modify. Otherwise, click Cancel.

To delete a role:

  1. On the required role, click Remove.

  2. Click Remove to confirm the deletion, or Cancel to exit without deleting the role.

To add a new user:

  1. Click Create User.



  2. Fill in the details

  3. Click Create.

To edit user details:

  1. On the required role, click Modify.

  2. The Modify User window appears. Modify the user details as required.

  3. To save your changes, click Modify. Otherwise, click Cancel.

To delete a user:

  1. On the required role, click Remove.

  2. Click Remove to confirm the deletion, or Cancel to exit without deleting the role.

Â