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Project User

New Project User Form​

The New Project User form allows administrators to create and assign a user to a project. This form includes various fields to capture personal information, contact details, role, and other essential details for the user. Below is a detailed explanation of each section of the form.

Key Sections:​

  1. Personal Information:

    • First Name: Enter the user's first name. This is a required field.
    • Display Name: A name that will be shown in the UI for easier reference.
    • Phone Number: User’s contact number. This is a required field.
    • Country: Select the user's country from the dropdown.
    • Region: Select the region based on the country selected. Both Country and Region are required fields.

  2. Company Information:

    • Email Address: This is the email address associated with the user. It will be used for login and communication.
    • Password: The password the user will use to log in.
    • Role: Define the user's role within the company (e.g., Admin, Developer, Manager). This helps in managing permissions and responsibilities.
    • Department: Select or input the department the user belongs to (e.g., IT, HR, Sales).

  3. Status:

    • Active: The user account is active and can log in and participate in project activities.
    • Deactivated: The account is temporarily deactivated, and the user cannot log in.
    • Blocked: The user is blocked, which means they are permanently restricted from accessing the system.

  4. Web and Media:

    • 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 is useful for quickly identifying users 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: User’s Facebook profile.
    • Twitter URL: User’s Twitter handle.
    • LinkedIn URL: User’s LinkedIn profile.
    • Instagram URL: User’s Instagram profile.
    • GitHub URL: If applicable, the user can add their GitHub repository.
    • YouTube URL: Any professional or personal YouTube channel URL can be added here.

How It Works:​

  1. Creating the User:

    • Fill out the required fields including personal and company information.
    • Upload a profile image if applicable.
    • Define the role and assign the user to a department.
    • Define the user’s status (active, deactivated, or blocked).

  2. Assigning to a Project:

    • Once the user is created, they 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.
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Ensure that all required fields (marked with a red asterisk *) are filled before saving. Incomplete forms will not be accepted, and the system will prompt you to enter the missing information.

Example Workflow:​

  1. Create User:

    • Fill out the personal and company information in the provided fields.
    • Ensure the user is assigned the appropriate role and status.

  2. Save the User:

    • After entering the user details, click the Save button. The system will create the user and display a confirmation message.

  3. Project Assignment:

    • Once saved, navigate to the project management interface and assign the newly created user to the appropriate project(s). The user will then receive access to the assigned projects.

By following this form, administrators can easily create new users and ensure they are properly assigned to their respective roles and projects within the organization.