User Guide for the User Management Page

Welcome to the User Management Page

This page allows you to view and manage existing users in the system efficiently.

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How to Use This Page

User List

The table displays a list of all registered users. Each row represents a user and includes the following details:

• Name: Full name of the user.
• Email Address: The email address associated with the user's account.
• Mobile No.: The user's mobile phone number.
• Is Employee: Indicates whether the user is an employee of the organization.
• Is Agent: Indicates whether the user is an agent or representative of the organization.
• Is Active: Shows whether the user account is currently active or inactive.
• Actions: Each user has the following action options available:

Actions Menu (More...)

Click the "More..." button to access a dropdown menu with these additional actions:

1. Edit: Modify the user's information.
2. Send Email: Send an email directly to the user.
3. Set Password: Reset the user's password.
4. Render Inactive: Deactivate the user's account.
5. Delete: Permanently remove the user's account from the system.

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New User

Click the "New User" button to create a new user account. This allows you to add additional users to the system as needed.

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Home

Click the "Home" button to navigate back to the main page or dashboard.

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Additional Tips

• Search: Use the search bar to find specific users by entering their name or email address.
• Filter: Apply filters to view only active or inactive users.
• Sort: Sort the list of users by columns such as name, email address, or any other parameter for easier navigation.

By using these features, you can efficiently manage users and ensure that your system remains organized and up to date.

Add New Users/Account

This page allows you to create a new account/user.

1. Name
   Enter the full name of the person or entity you are creating an account for.

2. Mobile Number
   Enter their mobile phone number.

3. Email Address
   Enter their email address.

4. Designation/Role
   Enter their job title or role within the company (if applicable).

5. Is Employee
   Check this box if the person is an employee of the company.

6. Is Agent
   Check this box if the person is an agent or representative of the company.

7. Save Changes
   Once you have entered all the necessary information, click the "Save Changes" button to create the account.

8. Close
   To exit without saving, click the "Close" button.

9. Home
   Clicking the "Home" button will take you back to the Users page.

Additional Tips

• Make sure to enter all required information accurately.
• If you're unsure about any field, you can leave it blank.
• You can create multiple accounts using this page, making it easy to manage users or entities in the system.

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