Updated August 29, 2026 4 min read

The User Management page under System Settings provides administrators with a centralized dashboard for managing all system users. User accounts are synchronized from Active Directory through the Employee Directory and can also be created manually. Administrators can search, filter, create, edit, activate, deactivate, assign business roles, generate passwords, export user data, and delete accounts from a single interface.

Access User Management

Navigate to System Settings.
Select User Management.

The page synchronizes user records from Active Directory and displays the user list along with summary badges.

User Dashboard

The dashboard displays summary badge-

Total Users

These badges always reflect the current user list in real time.

User List

The User Management table displays all system users.

Typical information includes:

User ID
Name
Role
Status
Email
Actions

The table supports pagination for large user lists.

Search Users

Use the search bar to locate users.

You can search by:

Name

The table updates dynamically while typing.

If no users match the search criteria, “No users found.” is displayed.

Sort and Filter

Administrators can:

Sort any column
Apply column-level filters
Filter user records
Reorder data as required

The user list updates immediately after filters or sorting are applied.

View User Details

Click anywhere on a user row to open the User Details panel.

The panel displays information such as:

User

User ID
Created At
Updated At
Linked Employee ID
Email
Username
Status
First Name
Middle Name
Last Name
Gender
Phone No.
Business Role
Time Zone
Time Format
Date Format
Default Navigation
Country
State
City
Street
Zip / Postal Code
Custom Fields-
Text
Number
User Role-
User Role
Status
Employee Info-
Company Employee ID
Designation
Department
Business Unit
Employment Type
Employment Status
Date of Joining
Work Location
Cost Center
Level
Office Type
Line Manager
HR Manager

Selecting another user refreshes the details panel automatically.

Create a New User

To add a new user:

Open User Management.
Click New.
Enter the required user information.
Click Save User.

The New User page opens with:

Status set to Active

Required fields are validated before saving.

Required Information

When creating a user, provide:

User ID
Created At
Updated At
Linked Employee ID
Email
Username
Status
First Name
Middle Name
Last Name
Gender
Phone No.
Business Role
Time Zone
Time Format
Date Format
Default Navigation
Country
State
City
Street
Zip / Postal Code
Custom Fields-
Text
Number
User Role-
User Role
Status
Employee Info-
Company Employee ID
Designation
Department
Business Unit
Employment Type
Employment Status
Date of Joining
Work Location
Cost Center
Level
Office Type
Line Manager
HR Manager

After successful validation:

A User ID is generated automatically.
The user is added to the User Management list.
A success message is displayed.

Edit a User

To update user information:

Locate the required user.
Open the Edit User page.
Modify the required fields.
Save the changes.

The updated information is immediately reflected in the user list.

Activate or Deactivate a User

Administrators can change a user’s account status by:

Using the row-level status toggle, or
Selecting Activate/Deactivate from the User Details panel.

The status changes instantly and the summary badges update automatically.

Bulk User Actions

Multiple users can be selected using row checkboxes.

Available bulk actions include:

Bulk Activate
Bulk Deactivate
Delete Users
Generate Passwords

If no users are selected, the system displays an error and no action is performed.

Export Users

The filtered or complete user list can be exported to CSV for reporting or auditing purposes.

Refresh Active Directory Sync

Administrators can refresh the synchronization with Active Directory to retrieve the latest employee records.

If synchronization returns no records, the table displays “No users found.”

Delete User

Administrators can delete user accounts from the User Management page.

Deleted users are removed from the user list after confirmation.

User Properties

Each user record contains the following information:

User ID
Reference Employee ID (Those who sync from Employee Directory)
Name
Status
Business Role
Email Address

These properties uniquely identify the user and maintain account information within the system.

User Management