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:

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.

3.3 User Fields

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).

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.

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.

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.

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.

3.4.3 Update User

• Click on the Edit icon to modify the details of the user.

3.4.4 Delete User

• Click on the Delete icon to remove the user from the system.