User Management - System User
Overview
As a system administrator, you can manage system users, including their details and permissions.
Background
Given you are logged in as a system administrator and on the System User Management page under User Management.
Viewing List of System Users
To view the list of system users:
- You should see a list of all existing system users.
- Each user will display their full name, email ID, user role, user department, and country (if provided).
Adding a New System User
To add a new system user:
- Click the "Add User" button.
- Enter the following user details:
Full Name Email ID User Role User Department Country Allow Users To Set Their Own Password John Doe john.doe@example.com Administrator IT Department USA false - Click the "Save" button.
- The new user will be created.
- A confirmation message will indicate the user has been added.
- An email with instructions to set the password will be sent to the user.
Editing an Existing System User
To edit an existing system user:
- Select a user from the list.
- Click the "Edit" button.
- Update the user details:
Full Name User Role User Department Jane Smith Manager Marketing - Click the "Save" button.
- The user details will be updated.
- A confirmation message will indicate the changes have been saved.
Deleting a System User
To delete a system user:
- Select a user from the list.
- Click the "Delete" button.
- A confirmation prompt will ask if you want to delete the user.
- Confirm the deletion.
- The user will be removed from the list.
- A confirmation message will indicate the user has been deleted.
Viewing Details of a System User
To view details of a system user:
- Select a user from the list.
- You will see the full details of the selected user, including their full name, email ID, user role, user department, and country (if provided).
Sending Password Setup Link
To send a password setup link to a user:
- Select a user from the list.
- Click the "Send Password Setup Link" button.
- An email with a link to set the password will be sent to the user.
- A confirmation message will indicate that the link has been sent.
Searching for a System User by Email ID
To search for a system user by email ID:
- Enter an email ID in the search bar.
- A list of users that match the email ID will be displayed.
Canceling Adding a New System User
To cancel adding a new system user:
- Click the "Add User" button.
- Enter user details.
- Click the "Cancel" button.
- The user will not be created.
- You will be redirected back to the System User Management page without changes.
Canceling Editing a System User
To cancel editing a system user:
- Select a user from the list.
- Click the "Edit" button.
- Make changes to the user details.
- Click the "Cancel" button.
- The changes will not be saved.
- The user details will remain unchanged.
💡
For additional assistance or more detailed instructions, please refer to the help section or contact support.