Account 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.

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.

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 (Required)
  • 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.

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 1 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
• 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 delete Columns.
• Account Owners can delete data from records in any of the columns.

Edit

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

User Permissions

Any User with Tulip "viewing" permissions can...

• View the Users page.
• View the User Fields page.

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

• Add, Delete and Rename Columns in User Fields.
• Modify values of each individual user within User Fields.
• Create new users

Tests

Requirements