User Management

​

Overview

User Management provides centralized control over who can access MicroCBM and what they can do. Users are assigned to organizations and sites, with role-based permissions determining their capabilities.

​

User Attributes

Each user account includes: Personal Information:

• First Name and Last Name
• Email: Used for login and notifications
• Phone: Contact number in international format
• Country: User’s country
• Date of Birth: Optional demographic info

Organizational Assignment:

• Organization: Which company the user belongs to
• Site: Primary work location
• Role: Defines permissions (SuperAdmin, Admin, Operator, etc.)

Account Status:

• Active: User can log in and use the system
• Inactive: User is disabled but account retained
• Pending: User invited but hasn’t completed registration

​

Creating a New User

​

Roles and Permissions

MicroCBM uses role-based access control (RBAC) with granular permissions.

​

Permission Structure

Permissions follow the pattern: resource:action Examples:

• assets:create — Can create new assets
• alarms:acknowledge — Can acknowledge alarms
• recommendations:delete — Can delete recommendations
• users:read — Can view user list

​

Built-In Roles

​

Custom Roles

Administrators can create custom roles with specific permission combinations:

1. Navigate to Roles (under User Management)
2. Click Add New Role
3. Name the role (e.g., “Quality Inspector”)
4. Select permissions by resource and action
5. Save the role

Custom roles are then available when creating or editing users.

​

Editing Users

​

Managing User Status

​

Activating Users

Change status from “Pending” or “Inactive” to “Active”:

1. Edit the user
2. Set Status to Active
3. Save

The user can now log in immediately.

​

Deactivating Users

To deactivate:

1. Edit the user
2. Set Status to Inactive
3. Save

Use Cases for Deactivation:

• Employee on extended leave
• Contractor whose project ended
• Former employee (retain records, prevent access)

​

Pending Users

Users with “Pending” status have been created but haven’t completed registration:

• They receive an invitation email with a registration link
• They set their own password during registration
• Status automatically changes to “Active” upon completion

​

Viewing User Details

Click on any user to see their profile:

• Personal Information: Name, email, phone, country
• Organization & Site: Current assignments
• Role: Permission level
• Status: Active, Inactive, or Pending
• Account History: Created date, last updated
• Activity: Recent logins, actions performed (if auditing enabled)

​

Filtering and Searching Users

Use the filter panel to find users:

• Search: Name, email, or phone number
• Organization: Filter by company (SuperAdmin only)
• Site: Filter by location
• Role: Filter by permission level
• Status: Active, Inactive, or Pending

​

Bulk User Operations

​

Import Users (CSV)

Import multiple users at once:

1. Download the CSV template
2. Fill in user information (one user per row)
3. Upload the CSV file
4. Review import preview
5. Confirm import

Users are created with “Pending” status and receive invitation emails.

​

Export Users

Export user list to CSV for:

• Backup
• Analysis in Excel
• Integration with other systems

1. Apply filters (if needed)
2. Click Export
3. Choose CSV or Excel format
4. Download file

​

Password Management

​

User Password Reset

Users who forget their password:

1. Click Forgot Password on the login page
2. Enter their email address
3. Receive password reset link via email
4. Set new password

​

Admin Password Reset

Administrators can reset passwords for users:

1. Edit the user
2. Click Reset Password
3. Temporary password is emailed to the user
4. User must change password on next login

​

Security Best Practices

​

Password Requirements

MicroCBM enforces:

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number
• At least one special character
• Cannot reuse last 3 passwords
• Must change every 90 days (configurable)

​

Deleting Users

To delete:

1. Click Delete next to the user
2. Confirm in the dialog
3. User is immediately logged out if active

When to Delete:

• Duplicate accounts created by mistake
• Test accounts in production (avoid this!)

When NOT to Delete:

• Former employees: Deactivate instead to preserve audit trail
• Contractors between projects: Deactivate and reactivate when they return

​

User Activity Auditing

Track what users do in the system:

• Login History: When users logged in/out
• Action Logs: Changes made to assets, alarms, recommendations
• Export History: What reports were downloaded

​

Related Features

• Organizations & Sites: Users are assigned to organizational entities
• Asset Management: Assets have assignees (users)
• Recommendations: Recommendations have recommenders (users)
• Root Cause Analysis: RCA leaders and team members are users