Setting Up and Managing Users

Getting Started

  1. Log In:
  2. Sign in to your account.
  3. Navigate to User Management:
  4. On the left navigation bar, select “User Management.”

Managing Roles

  1. View and Edit Roles:
  2. Under User Management, select “Roles.”
  3. You will see a list of existing roles and their assigned permissions.
  4. To edit a role, click the Edit icon next to the role.
  5. To delete a role, click the Delete icon next to the role.
  6. Create a New Role:
  7. Click on “Create Role.”
  8. Enter the desired role name.
  9. Select the main module for which the role is to be created.
  10. Set the permissions for the role.
  11. Click “Save” to create the new role with the specified permissions.

Managing Users

  1. View Existing Users:
  2. Under User Management, select “Users.”
  3. You will see a list of existing users.
  4. Create a New User:
  5. Click on “Create User.”
  6. Enter the user’s Name and Email Address.
  7. Select the role you want to assign to the user.
  8. Fill in any additional required details.
  9. Click “Save” to create the new user.
  10. Edit or Delete Users:
  11. On the Users screen, you can edit or delete users by selecting the appropriate options:
  12. Edit: Click the Edit icon next to the user to modify their details.
  13. Delete: Click the Delete icon next to the user to remove them.
  14. Reset Password: Click the Reset Password icon to update the user’s password.

This process ensures that you can effectively manage user roles and permissions within the Focal Suite platform, tailoring access and functionalities according to your operational needs.