User View (Administrator and System Admin Only)

Administrator - User Role Explaination

An Administrator has the full permission of the system including:

Document Operation: Download, Upload, Edit, Delete Document and Logos, together with their related Data Sets in the system
User Operation: Add，Edit, Delete any Users, together with their related Data Sets in the system
Oraganisation Operation: Add，Edit, Delete any Organisation and its related Files, data sets and Users in the system
Session/Device Operation: Revoke, Edit Any device and active sessions in the system
System Settings: Edit Host Email, Email template, Email Notification and DocuSign API (Under Development) in the system

System Admin is the role for User Management

User Operation: Add，Edit, Delete any Users, together with their related Data Sets in the system

For Other Roles, Please see the User Groups -> User Role Explaination for Detail.

This guide explains how to create and configure a new user within the User Management View.

Initiate Creation: Click the Add User button located in the top right corner of the screen.
Enter User Details: Input the user's information (e.g., "Jane"). Ensure you use a valid, real email address if the user needs to be able to log into the system.
Assign Organisation: Select the mandatory organisation for the user (e.g., setting "MyBrandz" as Organisation).
Set User Role: Assign the role (e.g. Administrator) to ensure the user has the necessary login access.
Save and Create: Complete the process by saving the details to successfully create the new user.

This guide explains how to update and manage existing user profiles within User Management View.

Edit User Information: Click Edit to update details such as the user's job title (e.g., setting it to Manager), phone numbers, and organisation.
Update User Role: Modify the user's role as needed (e.g., changing it to Account Manager).
Email Address Restriction: Note that a user's email address cannot be changed once the profile has been created.
Verify Login Access: Ensure the appropriate settings are configured if you want the user to have login access to the Dashboard.

Set Document Visibility: By default, account managers can upload, view, and download documents within their own designated area. You can adjust this access using the document visibility options (e.g., setting it by clicking "home only").
Search by Organisation: Use the search function to easily find and download relevant documents for specific Organisations (e.g., Nestle).
Assign Bulky Access: To allow a user to see specific type of organisation(e.g. Suppliers), select "all" and save the assignment.
Enable Expiry Notifications: By assigning users to manage documents, they will automatically receive notifications for any documents within their designated area that are about to expire.

Check User Type: Ensure the user is not set as a "contact-only" user, as contact-only users do not have login privileges.
Verify Email Address: Confirm that the user's email address is entered correctly and is capable of receiving emails.
Update Password: Click Edit, enter the new password, and save the changes to successfully update the user's password.