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  1. Product Features
  2. Management
  3. User Management

Users

PreviousUser ManagementNextRoles

Last updated 2 months ago

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Welcome to the User Management Documentation for Autom Mate. This guide will walk you through the process of adding, editing, and managing users within the Autom Mate system. Efficient user management is essential for maintaining security, access control, and organization within the platform.


Accessing User

To access the User Management page and add users to the Autom Mate system, follow these steps:

1

Access the Management Page

Navigate to the Management page within the Autom Mate platform.

2

Open User Management

Locate the User Management section on the Management page, where you can view a list of all defined users within the system.

3

Initiate User Creation

Click on the Create User button to start adding a new user to the system.

4

Enter User Details

Complete the required fields in the form, including the First Name, Email, and Password of the new user.

5

Assign Admin Role (Optional)

If desired, assign the Admin role to the new user by selecting this option during user creation.

6

Save the New User

Once all information is provided, save the entry to add the new user to the Autom Mate platform.

On the User Management page, you have the following options for customizing the user list:

  • Column Positioning : Customize the positioning of columns according to your preferences.

  • Column Visibility : Change the visibility of columns to display only relevant information.

The User Management page offers various features for managing users:

  • Bulk User Deletion : Utilize the multiple selection feature to delete users in bulk.

To edit a user's information:

  1. Click on the pencil button next to the user's information.

  2. Make the necessary changes to the user's details.

To deactivate a user:

  1. Locate the user you wish to deactivate.

  2. Use the switch button under the "Statuses" section to deactivate the user.

Efficient user management is crucial for maintaining security, access control, and organization within the Autom Mate platform. By following the guidelines outlined in this documentation, you can effectively add, edit, and manage users within the system. If you encounter any issues or need further assistance, please don't hesitate to reach out to our support team.

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