> For the complete documentation index, see [llms.txt](https://docs.mastersindia.co/notice-management/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mastersindia.co/notice-management/documentation/readme/user-management-module.md).

# 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:

<table><thead><tr><th width="201.50006103515625">Role</th><th>Description</th></tr></thead><tbody><tr><td><strong>Basic</strong></td><td>Limited access — view-only permissions for most modules</td></tr><tr><td><strong>Admin</strong></td><td>Full access — can manage all modules, users, and settings</td></tr><tr><td><strong>Advanced</strong></td><td>Extended access — more permissions than Basic, fewer than Admin</td></tr></tbody></table>

### **Listing Table Columns**

<table><thead><tr><th width="178.16668701171875">Column</th><th width="205.6666259765625">Sorting</th><th>Filtering</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>Yes</td><td>Yes</td></tr><tr><td><strong>Description</strong></td><td>No</td><td>No</td></tr><tr><td><strong>Number of People</strong></td><td>Yes</td><td>No</td></tr><tr><td><strong>Actions</strong></td><td>—</td><td>— (System defined; roles cannot be edited or deleted)</td></tr></tbody></table>

## Users Tab

<figure><img src="/files/ForvGZFaTlPv2ooL3q8C" alt=""><figcaption></figcaption></figure>

#### **Top Bar**

<table><thead><tr><th width="173.16668701171875">Element</th><th>Description</th></tr></thead><tbody><tr><td><strong>Filter Toggle</strong></td><td>Expands/collapses the filter panel</td></tr><tr><td><strong>Search Field</strong></td><td>Text input — search by First Name, Last Name, or Email</td></tr><tr><td><strong>+ Add Button</strong></td><td>Dropdown button (blue) — options to add a user manually or import users via Excel</td></tr><tr><td><strong>Export Button</strong></td><td>Downloads an <code>excel</code> file containing all users. The exported file includes extra columns (Position, Groups) due to shared file format across products</td></tr></tbody></table>

#### **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)**

<table><thead><tr><th width="215.6666259765625">Action</th><th>Description</th></tr></thead><tbody><tr><td><strong>Edit User Details</strong></td><td>Opens the user form pre-filled with existing details for modification</td></tr><tr><td><strong>Delete User</strong></td><td>Removes the user from the platform after confirmation</td></tr></tbody></table>


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