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Project User

New Project User Form​

The New Project User form allows administrators to create and assign users to projects. This form captures essential user details, including personal and company information, contact details, role, and status. Below is a detailed explanation of each section of the form to guide administrators through the user creation process.

Key Sections of the New Project User Form​

1. Personal Information​

Capture the user’s basic details to identify them within the system:

  • First Name: Enter the user's first name. This field is required.
  • Display Name: The name that will appear in the UI, making it easier to reference the user.
  • Phone Number: The user’s contact number. This field is required for communication purposes.
  • Country: Select the user’s country from the dropdown. This is required for regional settings.
  • Region: Select the region based on the country selected. This field, along with Country, is required to ensure proper localization.

2. Company Information​

This section contains details related to the user’s company affiliation:

  • Email Address: The email address associated with the user, used for login and communication.
  • Password: The password that the user will use to log into the system.
  • Role: Select the user’s role within the organization (e.g., Admin, Developer, Manager). Roles help define permissions and responsibilities within the system.
  • Department: Choose or input the department the user belongs to (e.g., IT, HR, Sales).

3. Status​

Determine the user’s account status:

  • Active: The account is enabled, and the user can log in and participate in project activities.
  • Deactivated: The account is temporarily inactive, and the user cannot log in until reactivated.
  • Blocked: The user is permanently blocked from accessing the system.

4. Web and Media​

Include any relevant online presence:

  • Website: Enter the user’s personal or company website, if applicable.
  • Image: Upload a profile image for the user by clicking the Upload button. This helps to identify users quickly within the system.

5. Social Media Information​

The user can add various social media accounts for better communication and professional connections. This section is expandable and contains fields for:

  • Facebook URL: The user’s Facebook profile.
  • Twitter URL: The user’s Twitter handle.
  • LinkedIn URL: The user’s LinkedIn profile.
  • Instagram URL: The user’s Instagram profile.
  • GitHub URL: The user’s GitHub repository, if applicable.
  • YouTube URL: Any professional or personal YouTube channel URL.

How It Works​

1. Creating the User​

  • Complete all required fields (denoted by a red asterisk *), including personal and company information.
  • Upload a profile image if relevant.
  • Define the user’s role and department.
  • Set the status (Active, Deactivated, or Blocked).

2. Assigning to a Project​

After the user is created:

  • The user can be assigned to specific projects through the system’s project management interface.
  • This allows administrators to allocate tasks and responsibilities according to the user's role and department.
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Tip: Ensure that all required fields (marked with a red asterisk *) are filled before saving the form. Incomplete forms will not be accepted, and the system will prompt you to enter the missing information.

Example Workflow​

1. Create User​

  • Complete the Personal Information and Company Information sections.
  • Assign the user an appropriate Role and Department.
  • Set the user’s Status (Active, Deactivated, or Blocked).

2. Save the User​

  • After entering the required details, click the Save button. A confirmation message will appear, indicating that the user has been successfully created.

3. Project Assignment​

  • After saving the user, navigate to the project management interface.
  • Assign the newly created user to the appropriate project(s).
  • The user will now have access to the assigned projects and can begin contributing based on their role.

By following this form, administrators can efficiently create new users, define their roles, and assign them to the appropriate projects within the organization. This process ensures that each user has the correct permissions and access levels according to their responsibilities.