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:
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
Name
Yes
Yes
Description
No
No
Number of People
Yes
No
Actions
—
— (System defined; roles cannot be edited or deleted)
Users Tab
Top Bar
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)
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
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.
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)
Click + Add → Import.
Click Download Sample File to get the Excel template.
Fill in user details in the template.
Upload the completed file and click Submit.
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)
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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