How to manage backoffice users

   Managing user accounts in the Backoffice application is a simple process. This guide explains how to add, edit, and manage user accounts efficiently.

Steps to Manage Backoffice Users

Step 1: Access the Users Page

1. Navigate to the “Users” option in the “System” sub-menu (Fig. 1).
2. The Users page displays:
   • A list of all registered users.
   • Filters to refine your search by criteria such as status or role.

Step 2: Add a New User

1. Click the “ADD NEW USER” button to open the user creation window (Fig. 2).
2. Fill in the required fields (marked with a red border):
   • Mandatory Fields: These are the minimum details required to save the account.
3. Optionally, complete additional fields for a more detailed account setup:
   • Address Information: City, street, and postcode.
   • Account Status: Choose between Active, Pending, or Inactive.
   • User Role: Assign roles such as Public, Manager, Operator, etc.
   • Company Access: Specify the companies linked to the account.
4. Click the “SAVE” button to create the user account.

Step 3: Locate and Manage User Accounts

1. Newly created accounts will appear in the list, categorized by their assigned status.
2. Use the Status Filter (Fig. 3) to find users based on their status:
   • Active: Accounts currently in use.
   • Pending: Accounts awaiting confirmation or activation.
   • Inactive: Disabled accounts.

Step 4: Edit or Update User Accounts

1. Use the buttons in the “Actions” column to:
   • Edit user information.
   • Change account status.
2. Hover over each button to view its functionality.

Understanding User Statuses

• Active: The account is fully operational.
• Pending: The account is awaiting activation or deactivation.
  • Use the “Activate User” or “Deactivate User” buttons to assign a definitive status.
• Inactive: The account is disabled and cannot be used.

Key Features of Backoffice User Management

• Advanced Filtering: Refine searches using filters for status, role, or company.
• Customizable Roles: Assign specific roles to users for tailored permissions.
• Pending Status Flexibility: Use Pending status for accounts requiring confirmation before activation.
• Comprehensive Account Details: Include additional information such as address, company access, and role for detailed account profiles.

Figures and Illustrations

• Fig. 1: Accessing the Users page via the “Users” option.
• Fig. 2: Creating a new user account in the user data window.
• Fig. 3: Filtering users by status using the Status Filter.