Settings - Users

Overview

The Users page allows Users to

• View, edit and delete Users
• Access the Custom Fields for a User,
• Search for Users (by Name, Email or Badge ID),
• View Filtered Lists of Users and view last connection datetime or online since datetime.
• Export a list of all users and their roles and user IDs

Model/Page Connections

Users

View

• Users can Search for Users by clicking into the “Search users” field. Upon entering text, the Users are filtered to a list that only displays the Users with a Name, Badge ID or Email that match the entered text. The list is updated in real time without having to click a button.
• Users can filter the Users by Role by clicking “Filter” and selecting the User Roles from the Radio Options.
• Users can export a CSV of all users in the workspace or account and the following metadata for each user
  • Full name
  • ID
  • Role in the workspace
  • Badge ID
  • Email Address
  • Email Verification Status
  • Archived- Yes or No
  • Last online (compared to date of export)
  • SAML authentication status- Whether a user has successfully logged in with SAML once

Edit

• Account Owner Users can Edit other Users’ information by clicking “Edit”.
• This presents the User with a page in which all information fields listed below can be modified:
  • Profile Picture
  • Role
  • Account Creation Date
  • Email
  • Badge ID
  • Phone Number
  • Language
• Once the changes have been made, the User can click “Save” to save the changes made to the User’s information.

Deactivate

• Account Owners have the option to Deactivate users by clicking the “•••” button at the top right of the screen.
• Clicking the button presents the User with a confirmation modal, that upon clicking “Deactivate Users” deactivates the specified Users’ account.

Create

• Account Owners can create Users by clicking on “Add user” at the top right of the screen.
• The button presents the users with an Add User modal, where the Users inputs the following information:
  • Image
  • Name (Required)
  • Role (Required)
  • Email (optional, can be added later)
  • Badge ID (required if operator)
• Upon clicking “Add”, the newly created user receives an Email with the invitation to create the User Account and set a Password. These links expire after 24 hours. You can re-send this email after 5 minutes if required.

User Status

View

• A user can view the last time any other user logged in, or their status since they were invited

User Fields

View

• Each User has one record associated with it.
• User Table can be sorted by any column in ascending or descending order.
• User Fields and all values for all users can be exported via the "Export CSV" button in the top right of the User Fields page.

Create

• Custom fields of the following data types can be created:
  • Text
  • Number
  • Boolean
  • Integer
  • Interval
  • Image
  • User
  • Datetime
  • Color
  • User
  • Machine
• Account Owners can add custom fields to the Table.
• Account Owners can modify the data in each of the records for any of the columns.

Delete

• Account Owners can archive columns.
• Account Owners can delete data from records in any of the columns.

Edit

• Account Owners can modify specific column names and descriptions.
• Account Owners can modify column values for any of the User Records.

User Roles

View

• Users can view each role and the permissions associated with it

Create

• Users can create new custom roles and assign users to them

Delete

• Users can archive custom roles after all users have been removed from the role.

Edit

• Users can edit the permissions on existing custom roles and reassign users to them

User Permissions

Any User with "viewing" permissions for users can...

• View the Users page.
• View the User Fields page.
• Export a CSV of all users and their metadata
• Export a CSV of all User Fields and their values for every user

Any User with "create" permissions for users can...

• Add, archive, and edit columns in User Fields.
• Modify values of each individual user within User Fields.
• Create new users.

Tests

Requirements