User Management

An illustrative guide to using the User Management Module

The ability for supervisors/managers to create and manage users and team assignments for their respective boundaries through the user interface.

User Roles

User RolesScope of ActionRole Description

System administrator

a. Create, search, update, and deactivate user accounts.

- Create, search, update, and deactivate other system administrator accounts.

b. Create, assign, update, and delete role assignments.

c. Create, assign, update, and delete campaign assignments.

A system administrator is a super user, who has complete access to all the features that the product includes.

Supervisors

a. Create, search, update, and deactivate user accounts (except system admin).

b. Assign/update/delete role assignments.

c. Assign/update/delete campaign assignments.

Supervisors are responsible to monitor and guide the teams during the campaign and ensure that the targets are met effectively.

Helpdesk user

a. Create, search, update, and deactivate user accounts (except system admin).

b. Assign/update/delete role assignments.

c. Assign/update/delete campaign assignments.

Helpdesk users are the support team established to provide assistance throughout the campaign.

Using the User Management Module

A landing page must be available to the user to access all available modules.

Search Page

A user must be able to search for an existing employee using search parameters (name, mobile number, username).

Create New Employee

Users must be able to create new users by providing the following details. Refer to the section on specifications.

Assign Campaigns

View and Edit Screen

Allow users to reset the password. Allow users to edit existing information or add information to an existing employee. Refer to the section on specifications for validations and conditions.

Deactivate Employee Screen

Refer to the section on specifications for validations and conditions.

Last updated

https://creativecommons.org/licenses/by/4.0/