3. Users
========

Manage all user-related operations within the application. The **Users** function focuses on account management, enabling a user with sufficient role to control access, assign roles, and maintain user details.

The Users function focuses on user account management. A user with a sufficient role can:

1. **Create User**: Add new users with specific roles.
2. **View Users**: Display a list of users in a table format.
3. **Update User**: Modify user details and roles.
4. **Delete User**: Remove users from the system.

3.1 Navigating to Users
-----------------------

To access the **Users** section:

1. On the **Home Page**, locate the **Sidebar Menu**.
2. Click on the **Users** menu item. This will expand a dropdown menu.
3. Select **View Users** to open the user management page.

3.2 View All Users
------------------

The **View Users** page displays all saved users in a table format. The table includes the following columns:

.. image:: /_static/en/view_all.jpg
    :alt: User list table
    :align: center
    :width: 500px    

In the right-hand side in the user detail section, there is an **Action** field from where you can view, edit, and delete the details of a user.

.. image:: /_static/en/action.jpg
    :alt: User list table
    :align: center
    :width: 500px   

3.3 User Fields
---------------

.. image:: /_static/en/user_fields.jpg
    :alt: User fields form
    :align: center
    :width: 800px    

The following fields are available in the **Create/Update User** form:

1. **Email**

   - Enter the user's valid email address.
   - Used for communication, notifications, and login.

2. **Phone**

   - Enter the user’s contact number.
   - Optional but useful for verification and communication.

3. **Username**

   - Create a unique username for the user.
   - May be required for login credentials.

4. **Password**

   - Set a secure password for the user’s account.
   - Should follow security standards (e.g., minimum 8 characters, mix of letters, numbers, and symbols).

5. **Role**

   - Select the user’s role from the dropdown menu.
   - Determines access permissions within PantaSys (e.g., Admin, Manager, Sales-rep).

.. image:: /_static/en/role.jpg
    :alt: Role selection
    :align: center
    :width: 600px

6. **First Name**

   - Enter the user’s first name.
   - Used for identification within the system.

7. **Last Name**

   - Enter the user’s last name.
   - Helps in differentiating users with similar first names.

8. **Gender**

   - Choose the user’s gender from the dropdown (e.g., Male, Female, Other).
   - Optional field.

.. image:: /_static/en/gender.jpg
    :alt: User gender selection
    :align: center
    :width: 600px

9. **Address**

   - Enter the user's residential or work address.
   - Helps in profile verification.

10. **City**

    - Enter the city where the user is located.
    - Useful for regional data segmentation.

11. **Country**

    - Select the user’s country from the dropdown menu.
    - Helps in geographic-based data handling.

12. **Zip Code**

    - Enter the postal code for the user’s address.
    - Important for location accuracy.

**Save Button**: Click to save the user details and create a new account in the system.

3.4 Managing Users
------------------

Click on **Users** from the left menu bar to manage users.

.. image:: /_static/en/manage_user.jpg
    :alt: Managing users menu
    :align: center
    :width: 800px

A user with a sufficient role can:

1. **Create User**

   - Navigate to the **View Users** page.
   - Click the **Create User** button.
   - Fill in the fields and click **Save**.

2. **View User**

   - Navigate to the **View Users** page.
   - Users are displayed in a table format with all relevant details.

3. **Update User**

   - On the **View Users** page, locate the user you want to modify.
   - Click the **Edit** button in the **Actions** column.
   - Make the necessary changes and click **Save**.

4. **Delete User**

   - On the **View Users** page, locate the user you want to delete.
   - Click the **Delete** button in the **Actions** column.
   - Confirm the deletion to remove the user.

3.4.1 Create User
^^^^^^^^^^^^^^^^

Click **Create User**.

.. image:: /_static/en/add_user.jpg
    :alt: Create user button
    :align: center
    :width: 800px


You have to fill in the form with the fields as shown in the **User Fields** section. Once all the fields are filled in, click on the **Save** button. The system will create a new user account with the specified details.

3.4.2 View User
^^^^^^^^^^^^^^^^

- Click on the **View icon** to see the details of the user.

.. image:: /_static/en/view_user.jpg
    :alt: View user details
    :align: center
    :width: 800px

3.4.3 Update User
^^^^^^^^^^^^^^^^

- Click on the **Edit icon** to modify the details of the user.

.. image:: /_static/en/update_user.jpg
    :alt: Edit user details
    :align: center
    :width: 800px

3.4.4 Delete User
^^^^^^^^^^^^^^^^

- Click on the **Delete icon** to remove the user from the system.

.. image:: /_static/en/delete_user.jpg
    :alt: Delete user
    :align: center
    :width: 800px