All Users

Tools2Win

Overview

The 'All Users' page is a centralized space for administrators to manage user accounts within the organization. This guide outlines the functionalities available to administrators, including inviting new users, removing existing users, and managing user permissions.

Features

Creating Invite Codes

• Administrators can generate invite codes by clicking on the 'CREATE INVITE CODE' button. These codes are used to onboard new users into the organization's system securely.

Removing Users

• To maintain the integrity of the user base, admins have the authority to remove users from the organization. This can be done by clicking the trash can icon corresponding to the user that needs to be removed.

User Account Information and Permissions

• By clicking on a user's name, admins can view detailed information about the user's account.

• The most critical aspect of this functionality is the ability to manage a user's permissions, which can include access levels, roles within the app, and other specific permissions tailored to the organization's needs.

Step-by-Step Guide

Inviting New Users

1. Click on 'CREATE INVITE CODE'.

2. Share the generated code with the prospective user.

3. The user enters the code upon sign-up to join the organization.

Removing Users

1. Locate the user that needs to be removed from the list.

2. Click the trash can icon beside their name.

3. Confirm the removal if prompted to ensure the correct user is being deleted from the system.

Managing Permissions

1. Click on the user's name you wish to manage.

2. Review the user's account information and current permissions.

3. Adjust permissions as necessary, with options to grant or restrict access to different parts of the application.

Pagination and Navigation

• The user list supports pagination, which can be adjusted to display a specific number of users per page.

• Administrators can navigate through the pages using the navigation controls at the bottom of the list.

Best Practices

• Regularly review user permissions to ensure they align with the individual's current role and responsibilities.

• When removing users, double-check to avoid accidental deletions, as this action may be irreversible.

• Keep a secure record of invite codes and monitor their usage to prevent unauthorized access.