For the complete documentation index, see llms.txt. This page is also available as Markdown.

User Management Module

This module manages platform users: creating/importing accounts, assigning roles and business entities, and controlling user access within the Notice product.

The module has two tabs: Users and Roles.

Roles Tab

Navigating to User Management → Roles displays three system-defined roles:

Role
Description

Basic

Limited access — view-only permissions for most modules

Admin

Full access — can manage all modules, users, and settings

Advanced

Extended access — more permissions than Basic, fewer than Admin

Listing Table Columns

Column
Sorting
Filtering

Name

Yes

Yes

Description

No

No

Number of People

Yes

No

Actions

— (System defined; roles cannot be edited or deleted)

Users Tab

Top Bar

Element
Description

Filter Toggle

Expands/collapses the filter panel

Search Field

Text input — search by First Name, Last Name, or Email

+ Add Button

Dropdown button (blue) — options to add a user manually or import users via Excel

Export Button

Downloads an excel file containing all users. The exported file includes extra columns (Position, Groups) due to shared file format across products

Filters (Expanded Panel)

Filter
Type
Description

Search by First Name / Last Name / Email

Text input

Free-text search across name and email fields

Select Business Entity

Dropdown

Filter users by their assigned business entity

Select Status

Dropdown

Filter by status: Active, Invited, Deactivated

Select Role

Dropdown

Filter by role: Basic, Admin, Advanced

User Listing Table Columns

Column
Sorting
Filtering
Description

Sr. No.

No

No

Row number (with checkbox for bulk selection)

Name

Yes

Yes

Full name of the user

Email ID

Yes

Yes

User's email address

Phone Number

No

Yes

Contact number

Role

Yes

Yes

Assigned role (Basic / Admin / Advanced)

Status

No

No

Badge — Active (green), Invited (yellow). Invited status changes to Active after the user's first login

Toggle

Activate/Deactivate toggle switch. When toggled off, user access is revoked

Actions

Three-dot menu with Edit and Delete options

Add User (Manual)

Clicking + Add → Add User opens the user creation form.

Field
Type
Required
Description

First Name

Text input

Yes

User's first name

Last Name

Text input

Yes

User's last name

Email Address

Text input (email)

Yes

Must be a valid email — used for login and OTP

Phone Number

Text input (numeric)

Yes

Contact phone number

Role

Dropdown

Yes

Select from: Basic, Admin, Advanced

Business Entity

Dropdown

Yes

Assign one or more business entities to the user

Buttons:

  • Submit — creates the user. The new user appears in the listing with status Invited.

  • Cancel — discards the form.

Import Users (Excel)

  1. Click + Add → Import.

  2. Click Download Sample File to get the Excel template.

  3. Fill in user details in the template.

  4. Upload the completed file and click Submit.

  5. Imported users appear in the listing.

Note: The sample file contains a "Group" column which should be left blank (it exists due to a shared file dependency across products).

Actions Menu (Per User)

Action
Description

Edit User Details

Opens the user form pre-filled with existing details for modification

Delete User

Removes the user from the platform after confirmation

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