Manage users

Manage users to Palmr is a straightforward process. Below is a detailed step-by-step guide explaining how to create and manage users within the application.

Step 1: Accessing User Management

To begin, you need to navigate to the User Management section:

1. Click on the user icon located in the header of the app.
2. A dropdown menu will appear. From the options available, select "User Management"

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Step 2: User Management Dashboard

After selecting User Management, you will be redirected to the User Management Dashboard.

• On your first access, the only user listed will be the default Admin user.
• If you need to update the Admin user details, you must follow the steps outlined in the Profile Management section.
• User details for the logged-in Admin cannot be modified from the User Management Dashboard.

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Step 3: Adding a New User

1. To add a new user, click on the "Add User" button located at the top right corner of the screen.

2. A modal form will appear, allowing you to enter the new user's details:

3. After filling in the user details, click on "Create" to confirm.
   Alternatively, you can click "Cancel" to abort the user creation process.

4. Once the user is created successfully, it will appear in the user list.

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Step 4: Managing User Actions

In the User List, under the "Actions" column, you will find a dropdown menu for each user.

Available actions include:

• Edit User – Opens a modal form to update user information:
  • Change user details including role.
  • Change the user password.

• Deactivate User – Marks the user as inactive, preventing them from logging into the system.
• Activate User – Reactivates a deactivated user, allowing them to log in again.
• Delete User – Permanently removes the user from the system.

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Troubleshooting

User Creation Fails

• Ensure all mandatory fields (name, email, role) are filled out correctly.
• Check for duplicate emails.
• Verify that the system has proper connectivity to the backend.

User Cannot Log In

• Ensure the user is marked as Active.
• Verify that the correct email and password are being used.
• Reset the user password if needed.