User Creation

Overview

This section describes how you can easily create and manage users. Role-based access control (RBAC) ensures that only authorized users can interact with sensitive data, meeting security standards and aligning with business goals.

Prerequisites

• Email IDs required for creating users
• Basic understanding of roles and permissions

Expected Outcome

By the end of this guide, you will understand:

• User creation process
• Role assignment procedures
• User management capabilities

Creating Users

Basic Setup

1. Navigate to User Listing page
2. Click '+ New User' button
3. Access the creation form

User Details Configuration

• First Name: Enter user's first name
• Last Name: Enter user's last name
• Email ID: Enter user's email address (unique identifier, cannot be changed later)
• User Roles: Select from dropdown list

User creation interface showing required fields and role selection

Actions Available

• Create: Save user and send activation email
• Cancel: Discard setup and return to listing

Managing Existing Users

Editing Users

1. Locate user in User Listing
2. Click Edit icon in Actions column
3. Access edit form

Editable Fields

• First Name: Update as needed
• Last Name: Update as needed
• Email ID: Read-only field
• User Roles: Modify role assignments

User edit interface showing modifiable fields and current settings

Save Options

• Save: Apply changes (effective next login)
• Cancel: Exit without saving

Important Notes

• Email ID serves as unique identifier
• Changes take effect after user's next login
• Manual refresh required for immediate changes
• Activation emails sent automatically