Key Features
- User Management - Create, modify, and deactivate user accounts
- Role-Based Access Control - Define and assign user roles
- Permission Management - Granular access control
- Audit Logging - Track all administrative actions
- Bulk Operations - Mass user updates and imports
- Security Controls - Enforce security policies
Getting Started
- Set up your organizational structure
- Define roles and permissions
- Create user accounts
- Assign users to appropriate roles
- Configure security policies
User Management
User Operations
- Create Users - Add new user accounts
- Edit Profiles - Update user information
- Reset Passwords - Help users regain access
- Deactivate Accounts - Disable inactive users
- Bulk Import - Import users from CSV/Excel
User Attributes
- Basic Information - Name, email, phone
- Organization - Department, manager, location
- Access Level - Roles and permissions
- Authentication - Login methods and MFA
- Activity Tracking - Last login, usage statistics
Role Management
Default Roles
- Super Admin - Full system access
- Company Admin - Company-wide management
- Department Manager - Department-level control
- Standard User - Basic access rights
- Read-Only User - View-only permissions
Custom Roles
- Create roles tailored to your organization
- Define specific permission sets
- Assign module-level access
- Set data visibility rules
- Configure approval authorities
Permission Structure
Module Permissions
- View - Read access to module data
- Create - Add new records
- Edit - Modify existing records
- Delete - Remove records
- Export - Download data
- Admin - Module configuration
Data Permissions
- Company Scope - Access to company data
- Department Scope - Department-only visibility
- Team Scope - Team member data
- Self Scope - Own records only
Security Management
Authentication Settings
- Single Sign-On (SSO) - SAML/OAuth configuration
- Multi-Factor Authentication - MFA requirements
- Password Policies - Complexity and rotation
- Session Management - Timeout settings
- IP Whitelisting - Access restrictions
Compliance Features
- Audit Trails - Complete activity logs
- Access Reviews - Periodic permission audits
- Data Privacy - GDPR/privacy controls
- Retention Policies - Data lifecycle management
Best Practices
- Least Privilege - Grant minimum necessary access
- Regular Audits - Review user access quarterly
- Strong Authentication - Enforce MFA for admins
- Documentation - Document role definitions
- Training - Educate users on security
Bulk Operations
User Import
- Download template file
- Fill in user information
- Validate data format
- Upload and review
- Process import
Mass Updates
- Role Changes - Bulk role assignments
- Department Moves - Reorganization support
- Permission Updates - Mass permission changes
- Account Status - Bulk activation/deactivation
Monitoring & Reporting
Activity Monitoring
- Login Activity - Track user sessions
- Permission Usage - Monitor access patterns
- Failed Attempts - Security incident detection
- Configuration Changes - Audit admin actions
User Reports
- User List - Export user database
- Permission Matrix - Role/permission mapping
- Activity Reports - User behavior analytics
- Compliance Reports - Access audit trails
Troubleshooting
Common admin issues:- Login Problems - Check account status and permissions
- Access Denied - Verify role assignments
- Sync Issues - Review integration settings
- Bulk Import Errors - Validate data format
Related Resources
- Settings - System configuration
- Company Overview - Company management
- Integrations - User sync options
- Compliance - Security compliance