User Management Overview

Introduction

This guide explains how to use the User Management area of the dashboard to manage active users and pending invitations. The interface is designed for non-technical administrators and operators who need to invite new users, update roles/permissions, and remove users when necessary.

Key Features

• View and manage Active Users and Pending Invitations in one place
• Invite new users using Invite User (modal form)
• Edit user permissions and invitation details via inline modals (Edit User, Edit Invitation)
• Remove users or invitations using the Delete / trash action

Dashboard Layout

Main Components

• User Management header: page title and short description
• Invite User button: opens a modal to create a new invitation
• Tabs: Active Users and Pending Invitations with counts shown
• Lists: Card-style entries for users and invitations with actions (Edit, Copy, Delete)

Navigation

• Navigate to Dashboard > User Management (from the main dashboard menu)
• Switch between tabs by clicking the Active Users or Pending Invitations tabs

Quick Start Guide

Step 1: Open the User Management page

1. From the main menu, go to Dashboard > User Management
2. The page opens on the Active Users tab by default

Step 2: Invite a new user

1. Click on the Invite User button in the top-right area
2. Fill in the required fields in the modal (see Invitation guide for details)
3. Click on the Send Invite button to create the invitation

Common Use Cases

Invite a teammate who needs access to specific projects

1. Click Invite User
2. Enter the user's email, choose permission(s), and select one or more projects
3. Send the invite. The invitation appears in Pending Invitations

Update a user's permissions

1. On the Active Users tab locate the user card
2. Click on the Edit icon to open the Edit User Permission modal
3. Change permissions and click Submit

Next Steps

• See the detailed guides:
  • Managing User Invitation
  • Managing User and Roles