Users
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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.
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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.
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View All Users
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.. 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.
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User Fields
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.. 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.
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Managing User
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Create a User
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.. 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
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.. 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
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.. 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.