Users ===== The \"Users\" module focuses on account management, enabling administrators to control access, assign roles, and maintain user details. The Users section focuses on user account management. Administrators can: - **Create User**: Add new users with specific roles. - **View Users**: Display a list of users in a table format. - **Update User**: Modify user details and roles. - **Delete User**: Remove users from the system. The "Users" module focuses on user account management, empowering administrators to control access, assign roles, and maintain user details. Refer to the **Users** section for detailed instructions on managing users. ==================== Navigating to Users ==================== To access the "Users" section: 1. On the **Home Page**, locate the **Sidebar Menu**. 2. Click on the **Users** menu item. This will expand a dropdown menu. 3. Select **View Users** to open the user management page. ==================== View All Users ==================== .. image:: /_static/en/view_all_users.png :alt: Optional alt text for the image :align: center :width: 800px .. raw:: html

**Actions** This column contains interactive icons for various actions: - **View Icon**: Opens a detailed view of the user. - **Delete Icon**: Removes the user from the system. - **Update Icon**: Opens the user form for editing. ==================== User Fields ==================== .. image:: /_static/en/user_fields.png :alt: Optional alt text for the image :align: center :width: 600px :height: 550px The following fields are available in the **Create/Update User** form: 1. **Email**: - The email address of the user. This field allows users to provide their contact information. 2. **Phone**: - The phone number of the user. Useful for direct communication or verification purposes. 3. **Username**: - The username selected by the user. This field is used for login and identification. 4. **Password**: - The password associated with the user account. Ensures account security. 5. **Role**: - The user’s role in the system, Helps assign appropriate permissions and responsibilities. - The options are following: Tenant-Admin, Manager, Accountant, Sales-Rep, Support-Rep, Teacher, Affiliate, User, Guest. 6. **First Name**: - The first name of the user. Provides clarity on the user’s identity. 7. **Last Name**: - The last name of the user. Completes the user’s full name. 8. **Gender**: - The user’s gender, e.g., Male, Female, Other. Used for demographic categorization. 9. **Address**: - The user’s address. Used for delivery purposes. 10. **City**: - The city part of the address. Specifies the user's location within a country. 11. **Country**: - The country part of the address. Essential for delivery categorization. The options are list of countries. 12. **Zip Code**: - The postal code for the address. Ensures accurate delivery. **Save Button**: A button to save the user information.Submits the form for processing. Each field helps in managing and organizing the user's information effectively. ==================== Managing User ==================== Create a User --------------------- .. image:: /_static/en/create_user.png :alt: Optional alt text for the image :align: center :width: 800px .. raw:: html

1. Navigate to the **View Users** page. 2. Click the **Create User** button. 3. Fill in the required fields and click **Save.** View a User ----------- .. image:: /_static/en/view_user.png :alt: Optional alt text for the image :align: center :width: 800px .. raw:: html

1. Navigate to the **View Users** page. 2. Users are displayed in a table format with all relevant details. Update a User --------------- .. image:: /_static/en/update_user.png :alt: Optional alt text for the image :align: center :width: 800px .. raw:: html

1. On the **View Users** page, locate the user you want to modify. 2. Click the **Edit** button in the **Actions** column. 3. Make the necessary changes and click **Save.** Delete a User --------------- .. image:: /_static/en/delete_user.png :alt: Optional alt text for the image :align: center :width: 800px .. raw:: html

1. On the **View Users** page, locate the user you want to delete. 2. Click the **Delete** button in the **Actions** column. 3. Confirm the deletion to remove the user permanently.