User List

The User List page is used to create, update, and control Back Office users.

Add User Video Walkthrough #

Screen Layout #

Main areas:

• Search box (name, email, username)
• Status filters
• User table
• Row actions (edit/deactivate/details)
• Add New button

Add New User (2-Step Flow) #

Step 1: Email Verify #

1. Click Add New.
2. In Email Verify, enter the user email.
3. Click Next.

Step 2: User Profile #

1. Fill Username.
2. Fill Password.
3. Fill First Name and Last Name.
4. Select account status (default shown as Open).
5. Fill Address.
6. Fill Phone.
7. Optional: enable Must Change Password.
8. Click Save.

Required vs Optional Fields #

Based on the video form (* marker):

Required fields #

• Email Verify email (step 1)
• Username
• Password
• First Name
• Last Name
• Address
• Phone

Optional fields #

• Account status change from default (if policy allows default Open)
• Must Change Password checkbox

Field Behavior Notes #

• Email Verify is the onboarding gate before profile entry.
• Must Change Password can be toggled during creation.
• Back returns to previous step without saving user.
• Save remains unavailable/blocked until required fields are valid.

Manage Existing User (After Creation) #

1. Open user details from row actions in the list.
2. Use the edit icon in User Info for profile updates.
3. Use Permissions tab for role and module access.
4. Use Password card edit icon for password reset/change.
5. Use Notes tab to add internal comments.
6. Use Logins tab to audit recent access.

Profile Modification #

Update these fields from User Info edit mode:

• Status (Open/blocked state as per policy)
• First Name and Last Name
• Email
• Address
• Phone
• Must Change Password
• Email Authentication
• Two Factor Authentication

Save with the check icon, or cancel with the close icon.

Access Role and Permissions #

From the Permissions tab:

1. Click edit mode.
2. Search module/permission by keyword.
3. Move items between available and granted lists using arrows.
4. Expand module groups and select required actions.
5. Save changes.

Use Add Role if a new reusable role is required.

Password Change / Reset #

From the password section:

1. Click edit icon.
2. Enter Password.
3. Enter Confirm Password.
4. Save.

Enable Must Change Password in profile when first-login reset is required.

Add Notes #

From Notes tab:

1. Click New Note.
2. Enter comment in the note text area.
3. Click Save.

Saved notes appear in the notes table with date, username, and comment.

Login Audit #

Open Logins tab to verify:

• login date/time
• source/session information (if enabled)
• recent access pattern for troubleshooting

Troubleshooting #

• Cannot move to profile step: Verify email format in Email Verify.
• Save button does not proceed: Check required profile fields (Username, Password, First Name, Last Name, Address, Phone).
• User created but cannot sign in: Validate account status and password policy.
• User not visible in table: Clear filters and search by exact username/email.
• Save button does not create user: Check required fields and duplicate username.
• User cannot access expected module: Recheck role assignment and permission toggles.
• Password update fails: Ensure Password and Confirm Password match.
• Permission update not applied: Re-login the target user and verify saved state.
• Notes not visible: Confirm note was saved and filter/sort is not hiding newest row.

Best Practice #

• Apply least-privilege role design.
• Keep 2FA enabled for high-privilege users.
• Review inactive users regularly.