User Management Quick Tasks

Use this page when you need a fast path for one operation. For full context and policy details, use User Management (Full Guide).

Task 1: Add a New User (3-5 Minutes)

  1. Open User Management.

  2. Click + (create user).

  3. Fill required fields and save.

  4. Confirm the user appears in the list.

Done criteria:

  • User row is visible with expected account state.

  • Login can be tested (or handoff credentials are documented per policy).

Task 2: Assign Roles (2-4 Minutes)

  1. Open target user row.

  2. Click shield/role assignment action.

  3. Select minimum required roles only.

  4. Save and re-open to verify changes persisted.

Done criteria:

  • Effective role set matches job function.

  • User sees only expected modules after login.

Task 3: Edit User Security Settings (2-4 Minutes)

  1. Open user details.

  2. Update required security controls (approval/state) per policy.

  3. Save and re-check values.

Done criteria:

  • Settings persist after refresh/re-login.

  • No unintended access change is introduced.

Task 4: Deactivate a User (1-2 Minutes)

  1. Open target user action menu.

  2. Click the user status icon (activate/deactivate control) on the target row.

  3. Confirm deactivate action if prompted.

Done criteria:

  • User state shows inactive.

  • User can no longer authenticate.

Task 5: Troubleshoot Missing Access (2-5 Minutes)

  1. Confirm account is active.

  2. Confirm role assignment is present and saved.

  3. Confirm permission scope includes the required module actions.

  4. Re-test login/module visibility.

Escalate when:

  • Role saves fail repeatedly.

  • Module visibility remains incorrect after role correction.

  • Security controls cannot be applied.

Task 6: Upload License File (2-3 Minutes)

  1. Open User -> License.

  2. Click Upload license.

  3. Click Browse... and select the license file received from sales.

  4. Click Upload and wait for activation result.

  5. Open Nodes tab and verify socket registration rows.

Done criteria:

  • License upload succeeds with no validation error.

  • License status updates as expected.

  • Node socket records are visible in License -> Nodes.

Escalate when:

  • Upload fails due to expired or invalid license file.

  • License status does not update after successful upload.