User Management

4.1 Overview

The User Management module allows administrators to manage user accounts, assign roles and module access, reset passwords, and configure company settings. This is a critical module for controlling access to the ERP system.

Module Location: Dashboard → User Management

Module Structure (2 Tabs):

• User Management - Create, view, edit, and delete user accounts
• Account Settings - Configure company information and branding

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4.2 User Management Tab

This tab provides tools for managing all user accounts in the system.

4.2.1 Stats Cards

4.2.2 Search Functionality

Search Users:

• Search Field: Filter users by name, email, or role
• Search updates in real-time as you type

4.2.3 Users Table

4.2.4 User Actions

View User Details (Eye Icon): Opens a dialog showing complete user information:

• Full Name and Email
• Phone Number and Position/Role
• Store Name and Company ID
• Created At and Last Updated timestamps
• All Assigned Modules (displayed as badges)

Edit User (Pencil Icon): Opens the edit dialog with:

• All user fields pre-populated
• Password fields optional (leave empty to keep current password)
• Module selector for updating access

Password Reset (Key Icon): Navigates to the Password Reset page for the selected user (see Section 4.4).

Delete User (Trash Icon):

• Opens a confirmation dialog
• Shows the user's name in the warning message
• Warns that this action cannot be undone
• Permanently removes the user account

4.2.5 Pagination

• Users are displayed in paginated format
• Previous/Next buttons for navigation
• Shows current page and total pages (e.g., "Page 1 of 3")

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4.3 Creating a New User

1. Click "+ Add New User" button in the top right
2. Fill in the user form:

User Form Fields:

Module Assignment Section:

• Select modules the user should have access to
• Modules are suggested based on selected role
• Multiple modules can be selected

3. Click "Create User" to save

Position/Role Options:

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4.4 Password Reset

The Password Reset feature allows administrators to reset passwords for user accounts.

Accessing Password Reset:

1. From the Users table, click the Key icon on any user row
2. Or navigate directly to: Dashboard → Password Resets with a user ID

Password Reset Page:

User Information Display:

• Shows the selected user's Full Name and Email

Reset Password Form:

To Reset Password:

1. Enter the new password (minimum 8 characters)
2. Confirm the password
3. Click "Reset Password"
4. Success message confirms the reset
5. Click "Back to User Management" to return

Business Rules:

• Password must be at least 8 characters long
• Both password fields must match
• User is required (page shows "No User Selected" if accessed without user ID)

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4.5 Editing a User

1. Click the Edit icon (pencil) on a user row
2. Modify any fields as needed
3. Leave password fields empty to keep current password
4. Update module assignments if needed
5. Click "Update User" to save changes

Notes:

• Email changes require the new email to be unique
• Password is optional during edit (leave blank to keep existing)
• Module changes take effect immediately

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4.6 Account Settings Tab

This tab manages company-wide settings and branding.

4.6.1 Company Logo Section

Logo Management:

• Upload company logo (PNG, JPG, GIF up to 5MB)
• Recommended size: 200x200px
• Preview shows current logo
• Remove button (X) to delete current logo
• Change Logo button to upload new logo

4.6.2 Company Information Form

Basic Information:

Address Information:

Business Details:

Financial Settings:

Invoice Settings:

3. Click "Update Company Information" to save

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4.7 Business Rules

User Account Rules:

• Email addresses must be unique across all users
• Passwords must be at least 8 characters
• New users receive login credentials (can be communicated via email)
• Users can only access modules assigned to them
• Deleting a user permanently removes their account

Role-Based Module Suggestions:

• Manager role suggests: All management modules
• Accountant role suggests: Finance, Expenses, Budget, Payroll modules
• Salesperson role suggests: Sales, POS, Inventory modules
• HR role suggests: HR, Leave, Payroll modules

Company Settings Rules:

• Company Name and Primary Email are required fields
• Logo file must be PNG, JPG, or GIF format
• Logo file size limit: 5MB
• Currency code must be 3-character ISO format
• Country code must be 2-character ISO format

Access Control:

• Only administrators can access User Management
• Module assignments control what users see in the dashboard sidebar
• Users without any assigned modules see an empty dashboard

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4.8 Workflow Summary

Adding a New Team Member:

1. Navigate to User Management tab
2. Click "+ Add New User"
3. Fill in user details (name, email, etc.)
4. Select appropriate position/role
5. Assign to a store (optional)
6. Select modules the user needs access to
7. Set a secure password
8. Click "Create User"
9. Share credentials with the new user

Resetting a Forgotten Password:

1. Locate the user in the Users table
2. Click the Key icon (Password Reset)
3. Enter and confirm new password
4. Click "Reset Password"
5. Communicate new password to user

Updating Company Branding:

1. Go to Account Settings tab
2. Upload new company logo
3. Update company information as needed
4. Update invoice terms and footer
5. Click "Update Company Information"