User Management

Add User

Administrators can add new users to the system by specifying user details such as name, email address, role, and access permissions. User accounts are created to enable authorized access to Lifecycle Management functionalities based on assigned roles, ensuring that users can perform tasks aligned with their responsibilities.

Steps:

  1. Navigate to the "Setup" tab.
  2. Select the "User Management" option.
  3. Click the "Add New User" button.
  4. Enter the details:
    • Full Name: Enter the user’s full legal name.
    • Title: Provide the user’s job title or designation (e.g., Software Engineer, Manager).
    • User Name: Create or edit the login username.
    • User Role: Select the appropriate role. Roles define permissions and access rights.
    • Password: Set or reset the user’s password. Ensure it follows your organization’s security policy (length, complexity, expiry).
    • Active:
      • Toggle ON → The account is active and the user can log in.
      • Toggle OFF → The account is deactivated, but the change will only take effect after the user’s next login attempt.
    • Preference Time Zone: Select the user’s preferred time zone. This affects timestamps shown in the application.
    • Last Logon On: Displays the last date and time the user successfully logged in (read-only field, cannot be edited).
  5. Click the "Create" button.


Edit User

Existing user accounts can be edited to update user information, modify access permissions, or adjust role assignments. This flexibility supports efficient user management practices and enables administrators to adapt user accounts to changing organizational needs or personnel changes.

Steps:

  1. Navigate to the "Setup" tab.
  2. Select the "User Management" option.
  3. Click the "Edit" button next to the user you wish to modify.
  4. Update the information as needed:
    • Full Name: Enter the user’s full legal name.
    • Title: Provide the user’s job title or designation (e.g., Software Engineer, Manager).
    • User Name: Create or edit the login username.
    • User Role: Select the appropriate role. Roles define permissions and access rights.
    • Password: Set or reset the user’s password. Ensure it follows your organization’s security policy (length, complexity, expiry).
    • Active:
      • Toggle ON → The account is active and the user can log in.
      • Toggle OFF → The account is deactivated, but the change will only take effect after the user’s next login attempt.
    • Preference Time Zone: Select the user’s preferred time zone. This affects timestamps shown in the application.
    • Last Logon On: Displays the last date and time the user successfully logged in (read-only field, cannot be edited).
  5. Click the "Apply Changes" button.