User Management

You can add new users, assign roles and permissions, edit user information, and manage user status. Proper user management is essential for security and operational efficiency.

User Management Page Structure

The User Management page has two main tabs:

• Users: view and manage individual user accounts.
• Roles & Permissions: view available roles and their associated permissions.

The Users tab displays a table with these columns:

• Date created: when the user account was created.
• Username: the user's login username.
• Name: the user's full name.
• Role: the assigned role (Admin, Manager, etc.).
• Email: the user's email address.
• Status: Active or Inactive.
• Actions: three-dot menu for managing the user.

Understanding Roles and Permissions

Common user roles include these types:

• Owner: full access to all features and settings.
• Admin: can manage transactions, managing 3rd Party Integration, and view and download reports, limited settings access, viewing and managing Billing and paying Bills.
• Limit: basic access to accepting and processing transactions, viewing limited reports.

Specific roles and permissions can vary based on your account configuration.

Disable vs. Delete

Understand the difference between disabling and deleting a user:

• Disable: temporarily prevents login but preserves the user account and history. Use this for employees on leave or temporary access removal.
• Delete: permanently removes the user account. Use this only when you are certain the user will never need access again. Deleting a user cannot be undone.

Access User Management

To access the User Management page from the Settings dashboard:

1. Click Settings in the left navigation menu.
2. Click the User management card in the System Administration section.

View Roles and Permissions

To view user roles and their permissions:

1. Navigate to User Management.
2. Click the Roles and Permissions tab to review the available roles and their descriptions.
3. Click on any role to see detailed permissions.

Add a New User

To create a new user account and assign a role:

1. Navigate to User Management > Users.
2. Click Add user. The Add user dialog opens.
3. Fill in the required information:
   • First name: user's first name.
   • Last name: user's last name.
   • Username: login username (must be unique).
   • Email address: user's email (must be unique).
   • Phone number: user's contact phone.
4. Click the Select a role drop-down menu.
5. Choose the appropriate role for the user.
6. (Optional) Click View role permissions to review what the role can do.
7. (Optional) Enter a Job title for the user.
8. Click Add user. A confirmation message opens.

Edit User Information

To update user details including name, role, and job title:

1. Navigate to User Management and find the user in the list.
2. Click the user's name or row. The User profile page opens.
3. To edit the user's name, click the edit icon next to the user's name.
4. Enter the new first and last name.
5. Click Save. A confirmation message opens.

Search for Users by Name or Email

Use the search function to quickly find users in your organization.

To search for specific users by their name or email address:

1. Click in the Search user by name or email field at the top.
2. Type the user's name or email address.

Result: The list filters automatically as you type.

Sort Users by Column

To sort the user list by various columns to organize and find information, click any column header (Date created, Username, Name, Role, Email, Status):

• Click once for ascending order.
• Click twice for descending order.
• Click a third time to reset to default order.

Enable a User

Enable a user to restore their access to the system.

To reactivate a disabled user account:

1. Find a user with Inactive status.
2. Click the three-dot menu (⋯) in the Actions column.
3. Click Enable.
4. In the confirmation dialog, click Enable again.

Result: The user's status changes to Active.

Disable a User

Disable a user to temporarily revoke their access while preserving their account.

To temporarily disable a user account:

1. Find a user with Active status.
2. Click the three-dot menu (⋯) in the Actions column.
3. Click Disable.
4. In the confirmation dialog, click Disable again.

Result: The user's status changes to Inactive.

Delete a User

Delete a user to permanently remove their account. This action cannot be undone.

To permanently remove a user account from the system:

1. Find the user you want to delete.
2. Click the three-dot menu (⋯) in the Actions column.
3. Click Delete.
4. In the confirmation dialog, click Delete again.

Result: The user is permanently removed from the system.