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User Management

The User Management page in the Digisquares platform allows administrators to manage user accounts, assign roles, and update user information. The interface is designed for easy navigation with options to view, edit, delete, and create new users within a project.

Key Features of the User Management Page​

User List View​

The user list is displayed in a card layout, with each card representing an individual user. Each user card includes the following elements:

  • Profile Picture: Displays the user's profile picture. If no picture is uploaded, a default avatar is shown.
  • Name: The full name of the user.
  • Role: The role assigned to the user, such as admin, tester, or developer.
  • Action Icons: Below each user’s name, there are icons for viewing, editing, or deleting the user.

Action Icons​

Each user card provides three primary actions:

  • View: Allows the administrator to access detailed information about the user’s profile and activity within the platform.
  • Edit: Enables the admin to modify the user's information, including email, role, or other personal details.
  • Delete: Permanently removes the user from the system. A confirmation dialog will prompt the administrator to confirm this action before it proceeds.

Search and Add User​

  • Search Bar: Located at the top right of the page, the search bar helps admins quickly locate users by name or other identifying details.
  • New User Button: Next to the search bar, the + New User button allows administrators to add new users to the project.

New User Creation​

The New Project User page enables administrators to create new user profiles by entering required information and assigning roles. The form is divided into sections for efficient data entry.

User Information Section​

This section captures essential personal and contact details for the user:

  • First Name: Required field for the user’s first name.
  • Display Name: The name that will appear on the platform, which may differ from the user’s first name.
  • Phone Number: The user’s contact number for communication.
  • Country: A dropdown list for selecting the user’s country of residence.
  • Region: Allows selection of the user’s regional location within their country.

Company Information Section​

Focused on the user’s professional role within the organization, this section includes:

  • Email Address: A required field, used as the user’s login ID.
  • Password: The user’s password for accessing the platform.
  • Role: A dropdown menu for assigning the user’s role (e.g., admin, tester, developer).
  • Department: Specifies the department the user belongs to within the company.

Social Media Information Section​

Admins can add links to the user’s social media profiles in this optional section:

  • Facebook, Twitter, LinkedIn, Instagram, GitHub, YouTube: URLs for the user’s profiles on various social media platforms. While optional, these can help facilitate external collaboration.

Status Section​

Defines the current status of the user account:

  • Active: The user is active and can access the platform.
  • Deactivated: The account is temporarily disabled and inaccessible to the user.
  • Blocked: The user is restricted from accessing the platform entirely.

Upload Profile Picture​

At the bottom of the page, there is an option to Upload Image for the user’s profile. If an image is uploaded, it will replace the default avatar in the User Management view.

Conclusion​

The User Management and New User Creation pages offer a straightforward interface for administrators to manage user accounts efficiently on the Digisquares platform. By organizing user information, role assignment, and account status in one location, the platform makes it easy for admins to maintain a secure and organized user environment.

Benefits of User Management​

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User Management Benefits:

  • Streamlined User Access: Ensures users have the correct permissions and access to necessary features within the platform.
  • Enhanced Security: Allows for quick adjustments to user roles and status, minimizing the risk of unauthorized access.
  • Centralized User Data: All user details are kept in one place, simplifying the management and review process.

Tips for Administrators​

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  • Complete Required Fields: Be sure all required fields (marked with a red asterisk *) are filled out when creating or editing a user. The system will prompt you to provide missing information before allowing you to save changes.
  • Regularly Review User Roles: Periodically check user roles and statuses to ensure that permissions align with current organizational needs and responsibilities.
  • Update Contact Details: Ensure user contact information is accurate to maintain effective communication.

The User Management page is an essential tool for keeping your team organized and secure on the Digisquares platform. By maintaining accurate and up-to-date user information, administrators can enhance team productivity and ensure compliance with security protocols.