User Management

User management is the process of controlling user access and permissions in a system, including tasks like authentication, authorization, and account management.

Go to User Management App.

Go to User Management tab.

Role Definition

Permissions are often assigned based on user roles. Different roles may have different levels of access to particular app. For example, an administrator might have full control permissions, while a standard user might have limited access.

Click on +Role Definition.

Click on +Role.

Enter Role Name, Select Application and Permission, Click on Save.

A new Role is added at the top.

Team

User can create team.

Click on Teams to create team.

Enter Team Name and Users which you want to add in the team (Here shows only those users which are mapped in user mapping) and click on Save.

A New Team is added at the top.

Give Permission to User or Team

You can give access of any app to individual or team.

Click on +Permission.

Select Individual user or team and assign role which you want and click on Save.

A New permission record is added at the top.

Reset Password

Resetting a password is the process of changing an existing password to a new one, usually because the user has forgotten it or for security reasons.

Click on Reset Password.

Select the employee for whom you want to reset the password, enter the new password, and save the form.

User Mapping

User mapping is the process of linking user identities with resources or permissions in a system, ensuring appropriate access and security.

Go to User Mapping tab and click on +New Record tab.

Select App name as CRM and select users which you want to allow for CRM and click on Save button.

Edit User Mapping

You can choose to edit the user mapping that you have created.

To edit user mapping.

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button.

Make the necessary changes and click Save.

Delete User Mapping

User mapping once added can be deleted if no longer necessary.

To delete user mapping.

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button.

Give your confirmation in the pop up and the record will be deleted.