Skip to main content

👥 User Management

Administrators are responsible for onboarding, modifying, and managing all users on the platform. This includes assigning roles, linking users to organizations and sites, and updating contact information.

Features​

  • Create new user accounts
  • Assign multiple roles (Admin, Site Manager, Employee)
  • Link users to organizations and sites
  • Edit or deactivate existing users

Step-by-Step: Creating a User (Employee)​

  1. Navigate to the Employee Management page in the sidebar.
  2. Fill out the employee creation form:
    • First Name
    • Last Name
    • Email
    • Phone
    • Roles (multi-select dropdown)
    • Assigned Organization
    • Assigned Site(s)
  3. Click Create Employee to finalize.

📸 Employee Creation Form​

Employee Creation Form

User Created Successfully​

After submission, you’ll receive a confirmation with the employee UID, and the entry will be added to the list.

📸 Creation Success Notification​

Employee Created Confirmation

Viewing and Editing Employees​

To modify or view employee details, click View Details under any user card. You can update their role, contact info, or organizational assignment.

📸 Employee Detail Modal​

Employee Detail Editor

Pro Tips​

  • Assign roles carefully — users can hold multiple roles
  • Every user must belong to an organization
  • Sites are optional for Admins, but required for Site Managers and Employees