Users

The Users section in the control panel allows administrators to manage user accounts within the system. This guide provides detailed instructions on how to use the Users section effectively.

Table of Contents

1. Overview
2. Accessing the Users Section
3. User Management Features
   • Viewing Users
   • Filtering and Searching Users
   • Editing User Information
   • Viewing User Details
   • Deleting Users
4. Bulk Actions
   • Managing Tags
   • Marking Attendance
5. Exporting User Data
6. Best Practices
7. FAQs
8. Important Notes

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Overview

The Users section provides administrators with the tools to:

• View and search the list of users.
• Filter users based on specific criteria.
• Edit user profiles and roles.
• Manage user tags and statuses.
• Perform bulk actions on multiple users.
• Export user data for reporting or backup purposes.

Accessing the Users Section

1. Log in to the control panel with your administrator credentials.
2. Navigate to the Dashboard.
3. Click on the Users tab in the navigation menu.

User Management Features

Viewing Users

Upon accessing the Users section, you will see a list of all registered users, excluding technical users and superusers. The list displays essential information, including:

• First Name
• Last Name
• Email
• Role
• Active Status
• Approval Status
• Tags
• Date Joined

Filtering and Searching Users

To efficiently manage users, you can use the search and filter functionalities:

• Search Bar: Located at the top of the user list, it allows you to search by first name, last name, email, or phone number.
• Filters: Use the filtering options to narrow down users based on:
  • Role: Select a specific role from the dropdown (users can have only one role).
  • Active Status: Choose between active or inactive users.
  • Approval Status: Filter by approved or unapproved users.
  • Skills: Filter users based on their skills.
  • Tags: Select specific tags to filter users.
  • In a Team: Check this option to display users who are part of a team.
  • Full Profile: Show users who have completed their profiles.

Editing User Information

To edit a user's information:

1. In the user list, find the user you want to edit.
2. Click the Edit button next to their name.
3. Update the necessary fields in the user's profile, which may include:
   • Personal Information (Name, Email, Phone)
   • Role Assignment (Note: Users can have only one role)
   • Skills and Tags
   • Active and Approval Status
4. Click Save to apply the changes.

Note: Users cannot have multiple roles assigned. Each user can have only one role at a time.

Viewing User Details

To view detailed information about a user:

1. Click on the user's name in the list.
2. You will be directed to a read-only view of their profile, where you can see all their details without the ability to edit.

Deleting Users

To delete a user from the system:

1. Click the Delete button next to the user's name.
2. Confirm the deletion in the prompt that appears.

Warning: Deleting a user is irreversible and will remove all their data from the system.

Bulk Actions

Bulk actions allow you to perform operations on multiple users simultaneously.

Managing Tags

Tags are useful for categorizing users.

To add or remove tags for multiple users:

1. Select the checkboxes next to the users you want to modify.
2. Choose an action from the Action dropdown:
   • Add Tags: Add selected tags to the users.
   • Remove Tags: Remove selected tags from the users.
3. Select the tags you want to add or remove.
4. Click Apply to execute the action.

Marking Attendance

To mark users as present:

1. Select the checkboxes next to the users who are present.
2. Click the Mark Attendance button.
3. An "Arrived" tag will be added to the selected users.

Exporting User Data

To export user data:

1. Click the Export button at the top of the Users section.
2. Choose the fields and custom data you want to include in the export.
3. Download the exported file in your preferred format (e.g., CSV or Excel).

Best Practices

• Regular Updates: Keep user information up-to-date.
• Use Tags Effectively: Utilize tags to categorize and manage users.
• Bulk Actions: Use bulk actions to save time when updating multiple users.
• Data Privacy: Be mindful of user data privacy when exporting and sharing user information.

FAQs

Q: Can a user have multiple roles?

A: No, each user can have only one role assigned. The system does not support multiple roles per user.

Q: How do I reset a user's password?

A: Users can reset their passwords using the "Forgot Password" feature on the login page. Administrators cannot reset passwords directly for security reasons.

Q: How do I identify users who haven't completed their profiles?

A: Use the Full Profile filter:

• Checked: Shows users who have completed their profiles.
• Unchecked: Shows users with incomplete profiles.

Q: Is there a way to undo a user deletion?

A: No, deleting a user is permanent. Ensure you have selected the correct user before confirming deletion.

Important Notes

• Permissions Required: Only users with administrative privileges can access and modify the Users section.
• Irreversible Actions: Deleting a user is permanent.
• Automated Notifications: Changing a user's status or role may trigger automated notifications.

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By following this guide, administrators can effectively manage users within the control panel, ensuring that all user-related tasks are performed efficiently and accurately.