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