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
- Log in to your Next Level Booking account
- Navigate to the User Management section using the sidebar menu
- 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.
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:
- Type a name or email in the search box at the top of the table
- Results will filter as you type
- 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:
- Select a role from the dropdown menu:
- All Roles
- System Admin
- Org Admin
- Org Manager
- Org Employee
- The table will update to show only users with the selected role
- To reset filters, click the "Clear" button
Sorting the User List
To sort the table:
- Click on any sortable column header (Name, Email, Role, Created)
- Click again to reverse the sort order (ascending/descending)
- 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:
- Click the "Add User" button at the top of the User Management page
- 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)
- Review the information for accuracy
- Click "Create User" to add the user to the system
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:
- Locate the user in the table
- Click the "View" icon (👁️) in the Actions column
- 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)
- From this modal, you can also access Edit and Delete functions using the buttons at the bottom
Editing a User
To modify a user's information:
- Find the user in the table
- Click the "Edit" icon (✏️) in the Actions column
- In the Edit User modal, you can update:
- Name: Change the user's full name
- Email: Modify the email address (must remain unique)
- Review your changes
- Click "Update [User Name]" to save the changes
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:
- Locate the user in the table
- Click the "Delete" icon (🗑️) in the Actions column
- A confirmation modal will appear with:
- User details to confirm identity
- Warning about the permanent nature of deletion
- Review the information carefully
- Click "Delete User" to permanently remove the user, or "Cancel" to abort
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