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Overview

The User Management feature allows administrators to invite new users, assign roles, manage package access, and control user status. This is an admin-only feature.
Only users with the admin role can access the User Management page and perform user operations.

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Viewing Users

Access the User Management page from the main navigation menu. The user list displays:
  • Name - The username of each user
  • Email - The user’s email address
  • Role - Either “Admin” or “User”
  • Status - Active or Inactive
  • Packages - Number of packages assigned to the user
Use the search bar to quickly find users by username.

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Adding a New User

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Step-by-Step Guide

1

Open the Add User Dialog

Click the Add User button in the top right corner of the User Management page.
2

Enter User Details

Fill in the required information:
  • Name - The user’s display name (required)
  • Email - A valid email address (required, cannot be changed later)
  • Password - Initial password for the user (required, minimum 6 characters)
  • Role - Select either “Admin” or “User”
3

Assign Packages (Optional)

Select which packages this user should have access to. Users can only view and interact with their assigned packages.
Admin users have access to all packages regardless of assignments.
4

Create the User

Click Add User to create the account. The user will be created with an “Active” status by default.

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User Creation Fields

interface UserFormData {
  name: string;           // Display name
  email: string;          // Email address (unique)
  role: "admin" | "user"; // User role
  password: string;       // Initial password (min 6 chars)
  assignedPackages: string[]; // Package IDs
}
Email addresses cannot be changed after user creation. Make sure the email is correct before submitting.

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Editing Users

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Updating User Information

To edit an existing user:
  1. Click the Edit button (pencil icon) in the Actions column
  2. Modify the following fields:
    • Username
    • Role (Admin or User)
    • Account Status (Active or Inactive)
    • Assigned Packages
  3. Click Update User to save changes
The email field is disabled for existing users and cannot be modified.

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Changing User Passwords

Administrators can reset user passwords:
  1. Click the Key icon in the Actions column
  2. Enter a new password (minimum 6 characters)
  3. Confirm the new password
  4. Click Change Password
The system validates:
  • Passwords must match
  • Password must be at least 6 characters long

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Managing User Access

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Activating and Deactivating Users

Control user access without deleting accounts:
To temporarily disable a user account:
  1. Click the Toggle icon (right toggle) in the Actions column
  2. The user status changes to “Inactive”
  3. Inactive users cannot log in to the platform
Deactivated users will be immediately logged out and cannot access the system.

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User Status Indicators

Active

Green checkmark indicates the user can log in and access the platform

Inactive

Red X indicates the user account is disabled and cannot access the platform

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Package Assignment

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Assigning Packages to Users

Package assignment controls which packages a user can view and interact with:
Admin users automatically have access to all packages in the system, regardless of package assignments. Package assignments for admin users are optional and informational only.
Regular users can only access packages that are explicitly assigned to them. They cannot view or interact with unassigned packages.

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How Package Permissions Work

The system uses Row Level Security (RLS) to enforce package access: 
-- Users can view assigned packages
CREATE POLICY "Users can view assigned packages" ON packages
  FOR SELECT TO authenticated 
  USING (
    get_current_user_role() = 'admin' OR 
    auth.uid() = created_by_id OR
    auth.uid() = ANY(assigned_packages)
  );
Users can view a package if:
  • They are an admin, OR
  • They created the package, OR
  • The package is in their assigned packages list

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Bulk Operations

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Selecting Multiple Users

Administrators can select multiple users for batch operations:
  1. Click the checkbox in the header row to select all users
  2. Or click individual checkboxes to select specific users
  3. Selected users are tracked for bulk actions
The checkbox column only appears for admin users.

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Best Practices

Use Strong Passwords

Set initial passwords with at least 8 characters and encourage users to change them on first login.

Assign Minimal Packages

Only assign packages that users need to access. Follow the principle of least privilege.

Deactivate Instead of Delete

Use the deactivate feature to temporarily disable accounts rather than deleting users.

Regular Access Reviews

Periodically review user access and package assignments to ensure they remain appropriate.

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Common Workflows

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Onboarding a New Team Member

1

Create User Account

Add the user with their email, name, and initial password. Assign the “User” role.
2

Assign Relevant Packages

Select only the packages the team member needs to access for their work.
3

Share Credentials

Securely share the login credentials with the new team member.
4

First Login

Have the user log in and change their password in Settings > Security.

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Offboarding a Team Member

1

Deactivate Account

Click the toggle button to deactivate the user’s account immediately.
2

Review Package Access

Check which packages were assigned to the user for audit purposes.
3

Keep Record

The deactivated account remains in the system for historical records and audit trails.

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Troubleshooting

Check the following:
  • Verify the user account status is “Active”
  • Confirm the user is using the correct email address
  • Try resetting the user’s password
  • Check if the email was entered correctly during user creation
Solutions:
  • Verify packages are assigned in the user’s profile
  • Admin users see all packages automatically
  • Regular users only see assigned packages
  • Check if packages were created after user assignment
Common issues:
  • Email address already exists in the system
  • Password is too short (minimum 6 characters)
  • Required fields are missing
  • You don’t have admin privileges
This is expected behavior. Email addresses cannot be changed after user creation for security and audit purposes. If an email change is required, create a new user account.

Roles & Permissions

Learn about the admin and user roles and their permissions

User Settings

Guide for users to manage their own profile and preferences

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