Manage Users
Note
Only a platform admin can manage users.
A checker approval is needed to successfully add or edit a user in the platform.
Introduction
The User Management module in the DFX platform is an essential tool for administrators to efficiently manage user accounts. This module allows for adding new users, editing existing user details, and filtering users based on various criteria. The comprehensive interface ensures that user information is always up-to-date and that administrators can maintain control over user access and roles within the platform.
How To Access On DFX Platform
Platform Panel -> User Management
Viewing Users
Upon accessing the module, a table displaying all user accounts is presented. The table includes the following columns:
User Type - The type of user. For example, DEALER, CORPORATE, ADMIN, and so on.
User ID - The unique identifier for the user.
Full Name - The full name of the user.
User Email - The email address associated with the user.
Contact Number - The contact number for the user.
User Status - The current status of the user. For example, Active, Invited, Disabled, and so on.
Role - The role assigned to the user.
Approval Status - The approval status of the user. For example, APPROVED.
Action - Options to view, edit, and access logs and history of the user account.
Adding a New User
To add a new user:
Click Add New User on the top right corner of the platform window.
Fill in the user details in the provided form:
Select User Type - Choose the user type from the dropdown menu.
Full Name - Enter the full name of the user.
Email - Enter the user's email address.
Contact Number - Enter the user's contact number.
User ID - Enter a unique identifier for the user.
Role - Assign role(s) to the user from the dropdown menu.
Click Submit
Click Confirm.
Click OK. Upon clicking this button, the user details are forwarded to a checker who reviews, validates, and approves the submitted details. Once the details are approved, the user gets an email invite from the DFX platform.
Editing an Existing User
Note
Only approved and rejected users can be edited.
To edit an existing user:
Locate the user you want to edit in the table.
Click the Edit icon in the corresponding row.
Update the user details as required.
Click Submit. Upon clicking this button, the user details are forwarded to a checker who reviews, validates, and approves the submitted details. Once the details are approved, the user details get successfully updated in the DFX platform.
Filtering Users
Administrators can filter users based on various criteria. To apply filters:
Click Filter at the top left side of the platform window.
Select the desired criteria:
User Type - Choose the user type from the dropdown menu.
User Status - Select one or more statuses.
Role - Choose one or more roles from the list.
Click Submit to apply the filter. The list gets updated to show only the users matching the selected criteria.
Searching for a User
To search for a specific user:
Select the desired search criteria located at the top right of the platform window. Here, we are selecting Full Name.
Type the user's name into the search box.
Click the search icon or press Enter. The table filters and displays the user matching the search query.
Viewing Logs
Locate the user you want to view the logs in the table.
Click the Log icon in the corresponding row. A modal displays a list of actions performed on the selected user account. Each log entry includes timestamp, the role who performed the action, and the brief description of the action performed.
Click Close.
Extending Sign Up Link Validity
Locate the user whose sign-up link validity you want to extend.
Click the History icon in the corresponding row.
Enter the number of additional days for which you want to extend the sign-up link validity from the current date.
Click Submit.
Click Confirm.
Click OK. Upon clicking this button, the user receives an email invite from the platform to complete the sign-up process.
Conclusion
The User Management module is a critical component for administrators to effectively manage user accounts within the DFX platform. By providing a user-friendly interface and robust functionality, this module ensures that user information is maintained accurately and securely.
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