Overview
User Management allows administrators to create user accounts, assign roles and permissions, and manage personal information for everyone who accesses the SGIVU platform.Managing Users
Creating a New User
Navigate to User Management
From the main dashboard, access the User Management section. You must have the
user:create permission to create new users.Enter Personal Information
Fill in the user’s personal details:
- Full name (first and last name)
- Email address
- Phone number
- Address information
- Date of birth
Set Username and Password
Choose a unique username for the account and set a secure password. The system enforces password strength requirements including:
- Minimum length requirements
- Mix of character types
- No common patterns
Assign Roles
Select one or more roles for the user. Roles determine what features and data the user can access. Common roles include:
- Admin: Full system access
- Manager: Can manage inventory and transactions
- Sales: Can view and create purchase/sale contracts
- Viewer: Read-only access to data
Updating User Information
Edit User Details
You can update user information at any time by searching for the user and selecting the edit option. Changes to personal information, roles, or permissions take effect immediately.
Searching for Users
SGIVU provides powerful search capabilities:By Username
Search for users by their username for quick access to their profile.
By Email
Find users by their registered email address.
By Name
Search by first name or last name to locate specific individuals.
Advanced Filters
Combine multiple criteria to narrow down your search results.
Roles and Permissions
Understanding Roles
Roles are predefined sets of permissions that determine what users can do in SGIVU. Each role contains multiple permissions grouped by feature area.Permission Types
Permissions in SGIVU follow a consistent pattern across all modules:User Permissions
User Permissions
user:create- Create new user accountsuser:read- View user informationuser:update- Modify user detailsuser:delete- Remove user accounts
Vehicle Permissions
Vehicle Permissions
vehicle:create- Add new vehicles to inventoryvehicle:read- View vehicle informationvehicle:update- Modify vehicle detailsvehicle:delete- Remove vehicles from system
Client Permissions
Client Permissions
person:create/company:create- Add new clientsperson:read/company:read- View client informationperson:update/company:update- Modify client detailsperson:delete/company:delete- Remove clients
Contract Permissions
Contract Permissions
purchase-sale:create- Create purchase/sale contractspurchase-sale:read- View contract detailspurchase-sale:update- Modify contract informationpurchase-sale:delete- Cancel or remove contracts
Managing Roles
View Available Roles
Navigate to the Roles section to see all defined roles in the system and their associated permissions.
Assign Roles to Users
When creating or editing a user, select the appropriate roles. Users can have multiple roles, and their effective permissions will be the combination of all assigned roles.
Personal Information Management
Address Information
Store complete address details for users including:- Street address
- City
- State/Province
- Postal code
- Country
Address Validation
The system validates address information to ensure data quality and consistency across the platform.
Security Considerations
Password Strength
SGIVU enforces strong password requirements to protect user accounts. Passwords must meet minimum complexity standards.
Character Validation
Special character validation ensures usernames and personal information follow consistent formatting rules.
Principle of Least Privilege
Only grant users the minimum permissions required to perform their job functions.
Regular Audits
Periodically review user accounts, roles, and access patterns to maintain security.
Troubleshooting
Cannot create new users
Cannot create new users
Verify you have the
user:create permission. Check that all required fields are filled correctly and the username is unique.Password requirements not clear
Password requirements not clear
Hover over the password field for detailed requirements. Passwords must include uppercase, lowercase, numbers, and special characters.
User cannot access features after role assignment
User cannot access features after role assignment
Log out and log back in for permission changes to take effect. If issues persist, verify the role contains the necessary permissions.
Search returns no results
Search returns no results
Try broader search terms or check your filter settings. Ensure you have permission to view the users you’re searching for.