User Management

  1. The user management tab helps to chart out the users of an application.
  2. It lists both the active and inactive users of the application. All users who are working in the organization will have Active
  3. The user management tab also lists the access level given to a user varying between reading/writing and both.
  4. The most important feature of the User management screen is the Add New User option which helps to add new user to the application. Below is the process for that:
    • Click on Add new user button.

User Management

    • Fill in the details like Name, Gender, Email, Mobile, Language (optional), and other necessary information.
    • There is an option to add bio-metric details of the user to the application.
    • Upload a profile photo with an upload button.
    • The next step is filling in professional details like designation and specialization.
    • The app also has options to allow mobile access to the employees. It gives easy access to the provider’s portal.

User Management

Assign Roles through Tags

  • It is possible to assign roles to different people for different responsibilities from the user management screen tags themselves. No need to toggle through an exhaustive list!
  • In the Role management menu, there is an option to Select Tags. The user can add the Tag Name for a particular role here.
  • Once the tag name, the concerned module, and the permitted screens are selected, the role can easily be created.

User Management

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