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User Management Guide

This comprehensive guide provides step-by-step instructions for using the User Management interface in the Next Level Booking system.

Accessing User Management

  1. Log in to your Next Level Booking account
  2. Navigate to the User Management section using the sidebar menu
  3. Note: Access to this section requires administrator privileges (SYSTEM_ADMIN or ORG_ADMIN role)

Understanding the Interface

The User Management page consists of several key sections:

Header Section

  • Page title and description
  • "Add User" button to create new users

Search and Filter Section

  • Search box for finding users by name or email
  • Role filter dropdown to view users with specific roles
  • Clear button to reset all filters

User List Table

  • Sortable columns for easy data organization
  • Color-coded role badges for quick identification
  • Action buttons for each user record

Viewing Users

The main User Management screen displays a table of all users you have permission to view.

User Management Interface

Understanding the User List

Each row in the user table shows:

  • Name: User's full name
  • Email: User's email address
  • Role: User's permission level in the system (with color badge)
    • 🔴 Sys Admin: System-wide administrator with full access
    • 🟠 Org Admin: Organization administrator with full access to their organization
    • 🔵 Manager: Organization manager with limited administrative capabilities
    • 🟢 Employee: Regular employee with basic access
  • Organization: The organization the user belongs to
  • Created: When the user account was created
  • Actions: Buttons to view, edit, and delete the user record

Searching for Users

To find specific users:

  1. Type a name or email in the search box at the top of the table
  2. Results will filter as you type
  3. To clear the search, click the ✕ button in the search field or use the "Clear" button

Filtering by Role

To view users with a specific role:

  1. Select a role from the dropdown menu:
    • All Roles
    • System Admin
    • Org Admin
    • Org Manager
    • Org Employee
  2. The table will update to show only users with the selected role
  3. To reset filters, click the "Clear" button

Sorting the User List

To sort the table:

  1. Click on any sortable column header (Name, Email, Role, Created)
  2. Click again to reverse the sort order (ascending/descending)
  3. The current sort order is indicated by an arrow in the column header

Adding a New User

To add a new user to the system:

  1. Click the "Add User" button at the top of the User Management page
  2. In the modal that appears, fill in the required information:
    • Name: Enter the user's full name
    • Email: Enter a unique email address
    • Password: Create a secure password (minimum 6 characters)
  3. Review the information for accuracy
  4. Click "Create User" to add the user to the system

Add User Form

Important Notes:

  • New users are always created with the ORG_EMPLOYEE role initially
  • Role changes require administrator action after user creation
  • The system enforces email uniqueness - duplicate emails will result in an error

Viewing User Details

To see detailed information about a user:

  1. Locate the user in the table
  2. Click the "View" icon (👁️) in the Actions column
  3. A modal will open showing:
    • User profile with avatar initial and basic information
    • Organization details (if assigned)
    • Account creation and last update dates
    • User ID (for reference)
  4. From this modal, you can also access Edit and Delete functions using the buttons at the bottom

User Details

Editing a User

To modify a user's information:

  1. Find the user in the table
  2. Click the "Edit" icon (✏️) in the Actions column
  3. In the Edit User modal, you can update:
    • Name: Change the user's full name
    • Email: Modify the email address (must remain unique)
  4. Review your changes
  5. Click "Update [User Name]" to save the changes

Edit User Form

Current Limitations:

  • Only name and email can be modified through the interface
  • Role and organization changes require system administrator intervention
  • Password changes must be handled through the reset password process

Deleting a User

To remove a user from the system:

  1. Locate the user in the table
  2. Click the "Delete" icon (🗑️) in the Actions column
  3. A confirmation modal will appear with:
    • User details to confirm identity
    • Warning about the permanent nature of deletion
  4. Review the information carefully
  5. Click "Delete User" to permanently remove the user, or "Cancel" to abort

Delete Confirmation

Important Restrictions:

  • You cannot delete your own account
  • Organization Administrators can only delete users within their organization
  • Only System Administrators can delete other System Administrators
  • This action cannot be undone - all user data will be permanently removed

Role-Based Access Control

Access to user management features depends on your role:

System Administrators (SYSTEM_ADMIN)

  • Can view and manage all users across all organizations
  • Can create, edit, and delete any user (except their own account)
  • Can see all user details regardless of organization

Organization Administrators (ORG_ADMIN)

  • Can view and manage users within their organization only
  • Cannot view or modify users from other organizations
  • Cannot modify System Administrators

Organization Managers (ORG_MANAGER)

  • Limited user management capabilities
  • May be restricted to view-only access

Organization Employees (ORG_EMPLOYEE)

  • No access to user management features

Troubleshooting Common Issues

User Creation Failures

  • Email Already in Use: Ensure the email address is unique
  • Password Too Short: Passwords must be at least 6 characters
  • Missing Required Fields: All fields (name, email, password) are mandatory

Edit Failures

  • Email Conflict: The new email may already be in use by another user
  • Permissions Issue: You may not have sufficient permissions to edit this user

Delete Failures

  • Self-Deletion Attempt: You cannot delete your own account
  • Permission Mismatch: You may lack sufficient permissions to delete this user
  • System Administrator Protection: Only other System Administrators can delete System Administrators

Best Practices for User Management

  • Regular Audits: Periodically review user accounts to ensure they're still needed
  • Descriptive Names: Use full, proper names to easily identify users in the system
  • Secure Passwords: Encourage users to change their initial password and use strong passwords
  • Role Assignment: Assign the minimum role necessary for users to perform their job functions
  • Organization Structure: Keep users properly organized within their respective organizations
  • Documentation: Maintain records of significant user management actions for audit purposes