👥 Users Management

Managing users in Palmr. is a straightforward and intuitive process that ensures proper access control and organization within your system. This comprehensive step-by-step guide will walk you through the essential processes of creating, modifying, and managing user accounts within the application.

🔐 Accessing User Management

To initiate the user management process, you'll need to navigate to the dedicated User Management section. This centralized hub provides all the tools necessary for effective user administration:

1. Locate and click on the user icon prominently displayed in the application's header area, where all primary navigation controls are situated.
2. Upon clicking, a comprehensive dropdown menu will appear, presenting various options. From these choices, locate and select "User Management" to proceed

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📊 User Management Dashboard

Upon selecting User Management, the system will automatically direct you to the comprehensive User Management Dashboard, your central control panel for all user-related operations.

• During your initial access to the system, you'll notice that the user list contains only the default Admin user account, which serves as the primary administrative account.
• Should you find it necessary to modify the Admin user's information or credentials, please note that these changes must be implemented through the dedicated Profile Management section, which provides specialized tools for administrator profile maintenance.
• For security purposes and to maintain system integrity, it's important to understand that the currently logged-in Admin user's details cannot be altered directly from within the User Management Dashboard.

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👤 Adding a New User

1. To initiate the process of adding a new user to the system, locate and click the "Add User" button, which is conveniently positioned in the top right corner of your screen for easy access.

1. Upon clicking, an interactive modal form will be displayed, presenting you with all the necessary fields to input the new user's comprehensive details and access permissions:

1. After carefully entering all the required user information and reviewing for accuracy, click the "Create" button to finalize the process. ✨ If you need to start over or decide not to proceed, simply click the "Cancel" button to terminate the user creation process without saving any changes.
2. Following successful user creation, the new account will be immediately visible in the user list, confirming the completion of the process. 🎉

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⚙️ Managing User Actions

Within the User List interface, you'll find a comprehensive "Actions" column containing a dropdown menu for each user account, providing access to all available management functions.

The following administrative actions are available for your convenience:

• 📝 Edit User – Provides access to a detailed modal form for comprehensive user information updates:
• Modify various user details including their assigned role and permissions within the system.
• Implement security measures such as password changes and access control modifications.

• 🔒 Deactivate User – Temporarily suspends user access by marking the account as inactive, effectively preventing any system login attempts while maintaining their account information.
• 🔓 Activate User – Restores full system access for previously deactivated users, enabling them to resume normal account activities and authentication.
• ❌ Delete User – Executes a permanent removal of the user account from the system, including all associated data and permissions.

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⚠️ Troubleshooting

In the event of any challenges or issues during the user management process, please refer to the following troubleshooting guidelines:

🚫 User Creation Fails

• Carefully verify that all required fields (including name, email address, and role assignments) have been completed with accurate information.
• Perform a thorough check to ensure the email address isn't already associated with an existing account in the system.
• Confirm that your system maintains a stable and active connection to the backend services necessary for user management.

🔑 User Cannot Log In

• First, verify that the user's account status is set to Active in the system.
• Double-check that the user is attempting to authenticate with their correct email address and current password combination.
• If authentication issues persist, initiate a password reset procedure to establish new credentials.