Users Management

The Users module provides a centralized interface for managing all user accounts within the application. Administrators can view user details, manage roles, and control overall access to the system.

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SPS Customizations

Below are the specific workflows and functionalities built into the Users module.

1. Users Interface

The primary view provides a comprehensive list of users and tools for their management:

• Users List: A data table displaying key user information, including:
  • Email Address: The primary identifier and contact for the user.
  • Name and Last Name: The user's personal details.
  • Roles: The assigned roles (e.g., Admin) dictating their system permissions.
  • Email Confirmed: A visual indicator (Yes/No tag) showing if the user has verified their email.
  • Created: The date and time the user account was created.
• Actions Menu: A dropdown button for each user row allowing administrators to perform specific actions such as editing the user's profile, managing their permissions, unlocking their account, or deleting them.
• Search and Filters:
  • A primary search bar to quickly find users by name, email, or other details.
  • An expandable Show advanced filters section for more specific and complex queries.
• Bulk Actions: Options like Excel Operations for exporting user data to an Excel file or importing users from a file.
• Create a New User: A primary action button (+ Create a New User) to manually add a new user to the system.

2. Creating a New User

When adding a new user manually via the + Create a New User button, administrators are presented with a dialog containing three tabs:

User Information

• First Name & Last Name: Mandatory fields for the user's name.
• Email address: A mandatory field for the user's login and contact email.
• Phone number: An optional field for user contact.
• Temporary Password: A toggle to assign a random temporary password which will be emailed to the user, requiring them to change it upon first login.
• Two factor authentication: Option to enforce or enable 2FA for the new account.

Roles Configuration

• Role Selection: A list of available roles (e.g., Admin) with checkboxes to directly assign permissions at the time of user creation.

Organization Units Configuration

• Organization Units Selection: An interface with a search bar to assign the new user to specific branches or departments within the organizational tree.

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Developer Reference

Core Backend Components

• Entities: Driven by a core user entity (typically User or AppUser) storing identity information, credentials, and profile details.
• Application Services: Services managing user lifecycle operations, authentication integrations, authorization checks, and role assignment logic.