Users and User Role Configuration

Introduction: The Users Module in LeadIS allows you to manage your team effectively by assigning roles, updating statuses, and organizing users. With bulk actions and a simple interface, you can ensure your team is set up for success.

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Key Features of the Users Module:

1. User Overview:
   • View user details such as:
     • Name
     • Roles (e.g., Business Owner, Admin, Sales Representative)
     • Current Status (e.g., Active, Pending)
2. Bulk Actions:
   • Select multiple users and perform actions like:
     • Updating roles
     • Updating statuses (e.g., Pending to Active)
   • Manage several users at once to save time.
3. Role Management:
   • Assign or update roles to define access permissions and responsibilities.
4. Search Functionality:
   • Quickly find specific users by typing their name in the search bar.
5. Three-Dot Menu:
   • Access additional options for individual users to perform specific actions or view more details.

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How to Use the Users Module:

1. View and Search Users:
   • Navigate to the Users Module from the top menu.
   • Use the search bar to locate users by name.
2. Select Multiple Users:
   • Click the checkboxes next to multiple user names to enable bulk action options, such as:
     • Update Role: Assign or change the role for selected users.
     • Update Status: Change the status of multiple users simultaneously.
3. Update Individual Users:
   • Click the three-dot menu next to a user for additional actions like viewing details or specific updates.
4. Role and Status Updates:
   • Use the bulk actions toolbar at the top to update roles or statuses for selected users.
   • Choose roles like Admin, Manager, or Sales Representative to define their permissions.
5. Filter by Status:
   • Use filters to display only active or pending users for better management.

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Tips for Success:

• Regularly review user roles to ensure proper access control.
• Use the bulk action features to quickly onboard or update users.
• Keep an eye on pending users to activate them promptly.