Users Management
The Users page allows administrators to manage all staff members who have access to the system. From this page, you can add new users, view existing users, update their roles, and manage account status.
This section helps maintain proper access control and ensures that each team member has the correct permissions within the system.
Page Overview
The Users page displays a list of all system users in a table format. Each row represents a user account along with their role and account status.
Administrators can perform actions such as editing or removing users directly from this page.
Search Users
At the top of the page, a search field is available.Use this search bar to quickly find a user by entering:
- Name
- Email address
The table will automatically filter the results based on the entered keyword.
Add New User
The Add User button allows administrators to create a new user account.When adding a new user, you will typically need to provide:
- User name
- Email address
- Role or permission level
- Account status
Once created, the user will be able to access the system according to the assigned permissions.
Users Table
The main section of the page displays a table containing user details. Each column provides specific information about the user.
Name
This column displays the name of the user associated with the account. It helps identify the staff member within the system.
This column shows the email address used for the user account. The email address may also be used for:
- Login authentication
- Notifications
- System communication
Role
The Role column indicates the permission level assigned to the user.
Common roles may include:
Therapist / Staff : Users assigned to provide services and manage appointments related to their schedule.
Branch Admin Users with administrative access for managing staff, appointments, and operational settings for a specific branch.
Roles define what actions a user can perform within the system.
Status
The Status column shows whether the user account is currently active.
Possible statuses include:
Active : The user can log in and use the system.
Inactive : The user account exists but cannot access the system.
Actions
The Actions column provides quick controls for managing users.
Available actions may include:
Edit : Allows administrators to update user details such as:
- Name
- Role
- Status
Delete : Removes the user account from the system. Use this action carefully, as removing a user may affect related records.
Table Pagination
At the bottom of the page, pagination controls allow you to navigate through multiple pages of users.
Options include:
- Selecting the number of entries displayed per page
- Moving between pages
- Viewing the total number of users
This helps manage large user lists efficiently.
Best Practices
- Assign roles carefully to ensure proper access control.
- Regularly review user accounts and remove unused users.
- Keep user email addresses updated for notifications.
- Limit administrative access to authorized personnel only.
Add User / Edit User
The Add User and Edit User pages allow administrators to manage staff accounts within the system. These pages are used to create new users and update existing user details to ensure proper access and role management.
Administrators can manage information such as the user’s name, contact details, role assignment, account status, password, and profile photo.
When to Use Each Page
Add User : Use this page when you need to create a new staff account so that the person can access the system with the appropriate role and permissions.
Edit User : Use this page when you need to update the details of an existing user account. This may include changing contact information, updating the role, resetting the password, or modifying the account status.
How User Management Works
When creating or editing a user, administrators need to enter or update the required information in the form fields provided. These details determine how the user is identified in the system and what level of access they have.
After completing or updating the information, the changes can be saved using the Submit button. If the changes should not be applied, the Cancel option allows you to exit without saving.
User Information Fields
The following fields are available when adding or editing a user account.
Name :
Enter the name that will be used to identify the user within the system.
Email :
Provide the user’s email address. This email may be used for system login, notifications, and communication.
Mobile :
Enter the user’s contact number. This may be used for operational communication or notifications depending on system configuration.
Password :
A password is required when creating a new user account.When editing a user, this field can be updated if the password needs to be changed.
Select Role :
Use the role selection option to assign a permission level to the user. The role determines what features and sections of the system the user can access.
Photo :
A profile photo can be uploaded to visually identify the user in the system.Click the Browse option to select and upload an image.
Status :
The account status determines whether the user can access the system.
Active – The user can log in and use the system.
Inactive – The account exists but system access is disabled.
Saving or Cancelling Changes
Submit : Saves the information and either creates a new user account or updates the existing one.
Cancel : Closes the form without saving any changes.
Best Practices
- Assign roles carefully to maintain proper system permissions.
- Keep contact information accurate and up to date.
- Use secure passwords for user accounts.
- Set a user to inactive instead of deleting the account if access needs to be temporarily restricted.