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User Management (Admin Only)

User Management allows administrators to create, manage, and control user accounts and permissions. This feature is only available to users with admin privileges.

Overview​

User Management enables admins to:

  • Create new user accounts
  • Edit user information
  • Manage user roles and permissions
  • Activate or deactivate users
  • Reset user passwords
  • View user activity
  • Delete user accounts

Accessing User Management​

Navigate to User Management from the sidebar menu. This option is only visible to admin users.

![Screenshot: User Management page showing a table/list of users with columns for Name, Email, Role, Status (Active/Inactive), Last Login, and Actions. Should show multiple users with different roles (Admin, User) and statuses.]

User List View​

User Table Columns​

The user table displays:

  • Name: User's full name
  • Email: User's email address (login)
  • Role: User role (Admin, User, Viewer)
  • Status: Active or Inactive
  • Last Login: Last sign-in timestamp
  • Actions: Menu for user operations

![Screenshot: Close-up of the user table showing several user rows with names, emails, role badges (Admin in red, User in blue), status indicators (Active/Inactive), last login times, and action menus.]

Filtering Users​

Filter your user list:

  1. Use the Search box to find users by name or email
  2. Use the Role dropdown to filter by role
  3. Use the Status dropdown to filter by status

![Screenshot: Filter controls showing a search box with search icon, Role dropdown (All Roles, Admin, User, Viewer), and Status dropdown (All Status, Active, Inactive).]

Creating a New User​

To create a new user account:

  1. Click the "Add User" or "Create User" button
  2. Fill in the user form:
    • Name: User's full name
    • Email: User's email address (will be used for login)
    • Password: Initial password (user can change later)
    • Role: Select user role
    • Status: Active or Inactive
  3. Click "Create User"

![Screenshot: Create User dialog/form showing fields for Name, Email, Password, Confirm Password, Role dropdown (Admin/User/Viewer), Status toggle (Active/Inactive), and Create/Cancel buttons.]

User Roles Explained​

Admin​

  • Full access to all features
  • Can manage users
  • Can access all devices and content
  • System configuration access

User​

  • Standard user access
  • Can manage devices, media, playlists, schedules
  • Cannot manage users
  • Cannot access admin features

Viewer​

  • Read-only access
  • Can view content and reports
  • Cannot make changes
  • Limited feature access

![Screenshot: Role comparison or explanation showing the three roles (Admin, User, Viewer) with their respective permissions listed, showing what each role can and cannot do.]

Editing Users​

To modify a user account:

  1. Click on a user row, or
  2. Click Actions → Edit
  3. Modify any fields:
    • Name
    • Email
    • Role
    • Status
  4. Click "Save Changes"

![Screenshot: Edit User form showing the same fields as create, but with existing user values filled in. Should show a user being edited with modified values highlighted.]

Changing User Roles​

To change a user's role:

  1. Edit the user
  2. Select new role from Role dropdown
  3. Save changes
  4. User permissions update immediately

Warning: Changing roles affects user access. Ensure users are notified of role changes.

Managing User Status​

Activating Users​

To activate a user account:

  1. Edit the user
  2. Set Status to Active
  3. Save changes
  4. User can now sign in

Deactivating Users​

To temporarily disable a user:

  1. Edit the user
  2. Set Status to Inactive
  3. Save changes
  4. User cannot sign in until reactivated

![Screenshot: User status toggle showing how to change a user from Active (green) to Inactive (gray), with explanation of what each status means.]

Resetting User Passwords​

To reset a user's password:

  1. Click Actions → Reset Password
  2. Enter new password
  3. Confirm password
  4. Click "Reset Password"
  5. User will need to use new password on next login

![Screenshot: Reset Password dialog showing fields for New Password and Confirm Password, with password strength indicator, and Reset/Cancel buttons. Should show password requirements.]

Password Requirements​

Passwords must meet:

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character

Deleting Users​

To permanently delete a user:

  1. Click Actions → Delete
  2. Confirm deletion (if prompted)
  3. User account will be removed

Warning: Deleting a user is permanent and cannot be undone. Consider deactivating instead.

![Screenshot: Delete user confirmation dialog showing a warning message like "Are you sure you want to delete this user? This action cannot be undone." with Cancel and Delete buttons.]

User Activity​

View user activity:

  • Last login time
  • Recent actions
  • Device assignments
  • Content modifications

![Screenshot: User activity section or detail view showing a user's activity log with timestamps, action descriptions (e.g., "Created playlist", "Uploaded media", "Modified device"), and related items.]

Bulk User Operations​

For managing multiple users:

  • Select multiple users
  • Bulk change roles
  • Bulk activate/deactivate
  • Bulk delete (use with caution)
  • Export user list

![Screenshot: Bulk operations interface showing checkboxes next to users for selection, with bulk action buttons like "Change Role", "Activate Selected", "Deactivate Selected", "Export", or "Delete Selected" at the top.]

User Permissions Matrix​

Understand what each role can do:

FeatureAdminUserViewer
View Dashboard✅✅✅
Manage Devices✅✅❌
Upload Media✅✅❌
Create Playlists✅✅❌
Create Schedules✅✅❌
View Analytics✅✅✅
Manage Users✅❌❌
System Settings✅❌❌

![Screenshot: Permissions matrix table showing a comprehensive comparison of what each role can do across all features, with checkmarks for allowed actions and X marks for restricted actions.]

User Management Best Practices​

Account Security​

  • Require strong passwords
  • Regularly review user access
  • Deactivate unused accounts
  • Monitor user activity
  • Use role-based access control

User Onboarding​

  • Create accounts with appropriate roles
  • Provide initial passwords securely
  • Guide users through first login
  • Set up proper permissions
  • Document user responsibilities

Regular Audits​

  • Review user list regularly
  • Check for inactive accounts
  • Verify role assignments
  • Monitor unusual activity
  • Update permissions as needed

Inviting Users​

Some systems support user invitations:

  1. Click "Invite User"
  2. Enter email address
  3. Select role
  4. Send invitation
  5. User receives email with sign-up link

![Screenshot: Invite User interface showing an email input field, role selector, and "Send Invitation" button. Should show how to invite users via email.]

User Groups (If Available)​

Organize users into groups:

  • Create user groups
  • Assign permissions to groups
  • Add users to groups
  • Manage group permissions

![Screenshot: User Groups interface showing a list of groups (e.g., "Marketing Team", "IT Department", "Store Managers") with user counts and permission settings for each group.]

Troubleshooting User Management​

User Cannot Sign In​

If a user cannot sign in:

  1. Check user status (should be Active)
  2. Verify email is correct
  3. Reset password if needed
  4. Check role permissions
  5. Review account status

Permission Issues​

If user lacks expected permissions:

  1. Verify user role
  2. Check role permissions
  3. Update role if needed
  4. Refresh user session
  5. Contact support if issues persist

User Not Appearing​

If user doesn't appear in list:

  1. Check filters (role, status)
  2. Verify user was created
  3. Refresh page
  4. Check search terms
  5. Review user creation logs

Next Steps​

Now that you understand user management:


Important: User management is a powerful feature. Always verify user identity and use appropriate roles to maintain security!