User Management

User Management

The User Management module allows administrators to create, edit, and manage user accounts across the system.

Creating Users

To create a new user account:

1. Navigate to: System Administration / Users
2. Click "Create New User"
3. Enter user details:
   • Full name
   • Email address (used for login)
   • Username (optional, defaults to email)
   • Password (or generate secure password)
   • Phone number
   • Department/role
4. Assign user role(s)
5. Set user status (Active/Inactive)
6. Save user account

User Roles

Users are assigned roles that determine their access permissions:

• Admin: Full system access
• Service Manager: Service and workshop management
• Service Advisor: POS and customer service
• Parts Manager: Parts inventory management
• Technician: Workshop operations and clocking
• Sales: Showroom and vehicle sales
• Custom Roles: Create custom roles with specific permissions

Editing Users

To edit an existing user:

• Search for user by name or email
• Click on user to view profile
• Edit user details
• Update role assignments
• Change password if needed
• Update status (Active/Inactive)
• Save changes

User Permissions

Permissions are controlled through roles:

• Each role has specific permissions
• Permissions control access to features and data
• Users can have multiple roles
• Permissions are cumulative (user gets all permissions from all assigned roles)

User Status

Users can be set to:

• Active: User can log in and access the system
• Inactive: User account disabled, cannot log in

Password Management

• Users can reset their own passwords via email
• Administrators can reset user passwords
• Password requirements enforced (minimum length, complexity)
• Password history prevents reuse of recent passwords

User Activity

Track user activity:

• Last login date and time
• Login history
• User actions logged in audit trail
• Activity reports