Skip to main content

Step-by-Step Process — User Management

1. Navigate to Users Section​

  1. From the sidebar menu, click ACL.
  2. Under ACL options, select Users.
  3. The User List page will open, showing all existing users with details such as:
    • ID
    • Name
    • Email
    • Role
    • Status

2. Create a New User​

  1. Click the Create User button at the top of the page.
  2. A side panel titled Add New User will appear.

3. Fill in User Details​

  1. Full Name* → Enter the full name of the user.
    • Example: John Smith
  2. Email* → Provide a valid email address for the user.
  3. Mobile Number* → Enter the user’s contact number with country code.
    • Example: +91 9876543210
  4. Role* → Select the user’s role from the dropdown.
    • Example: Admin, Store Administrative, Social Media Manager
    • Roles are defined in the ACL → Roles section.
  5. Password* → Set a secure password for the user.
    • Minimum 8 characters recommended.
  6. Status → Toggle ON to activate the user or leave it OFF to keep inactive.

4. Submit User​

  1. Once all fields are completed, click Submit.
  2. The new user will appear in the User List table.
  3. A success notification will confirm the creation.

5. Manage Existing Users​

  • Each user entry includes actions under the Action Menu (⋮):
    • Edit User: Update user details, role, or status.
    • Delete User: Permanently remove a user from the system.
    • Status Toggle: Quickly activate or deactivate a user without deleting their account.

6. View User Information​

The user table provides quick insights for each record:

  • Name & Email: Identifies the user account.
  • Role: Displays assigned access level or responsibility.
  • Status: Shows if the user is currently active.
  • User Client: Indicates which admin or manager created the account.

7. Best Practices​

  • Unique Email: Each user must have a distinct email address.
  • Password Policy: Encourage users to change their password after first login.
  • Role Assignment: Assign only necessary permissions based on job function.
  • Status Handling: Deactivate instead of deleting when temporarily suspending access.
  • Audit Trail: Review user activity regularly to maintain account security.