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User Management - Customer Guide

Overview​

The User Management interface allows authorized administrators to manage users within the Pyra system. This guide provides simple instructions for common user management tasks.

User Management Interface

Accessing User Management​

  1. Log in to your Pyra account
  2. Click on "User Management" in the sidebar menu
  3. Note: You must have administrator privileges to access this page

Key Features​

User List​

  • View all users you have permission to see
  • Each user entry shows their name, email, role, organization, and creation date
  • Color-coded role badges help quickly identify user permission levels

Search and Filter​

  • Search for users by typing a name or email in the search box
  • Filter users by selecting a specific role from the dropdown
  • Clear all filters with the "Clear" button

Sorting​

  • Click on column headers to sort users by that field
  • Click again to toggle between ascending and descending order

Managing Users​

Adding a New User​

  1. Click the "Add User" button at the top right
  2. Fill in the required information:
    • Name: User's full name
    • Email: A unique email address
    • Password: A secure password (minimum 6 characters)
  3. Click "Create User"

Add User Form

Note: New users are automatically assigned the Employee role.

Viewing User Details​

  1. Find the user in the table
  2. Click the eye icon (👁️) in the Actions column
  3. A detailed profile will display showing:
    • Basic user information
    • Organization details
    • Account dates
    • User ID

User Details

Editing a User​

  1. Find the user in the table
  2. Click the pencil icon (✏️) in the Actions column
  3. Update the user's name and/or email
  4. Click "Update User"

Edit User Form

Note: Currently, only name and email can be modified through this interface.

Deleting a User​

  1. Find the user in the table
  2. Click the trash icon (🗑️) in the Actions column
  3. Review the confirmation message
  4. Click "Delete User" to permanently remove the account

Delete Confirmation

Important:

  • You cannot delete your own account
  • This action cannot be undone

User Roles​

The system has four roles with different permissions:

  • System Admin (🔴): Full access to all features and organizations
  • Org Admin (🟠): Full access within their organization
  • Manager (🔵): Limited administrative capabilities
  • Employee (🟢): Basic access (default role)

Troubleshooting​

Common Issues​

  • Email Already in Use: Each email address must be unique
  • Password Too Short: Passwords require at least 6 characters
  • Missing Fields: Name, email, and password are all required
  • Permission Error: You may not have rights to perform certain actions

Need Help?​

Contact your system administrator or support team for assistance with:

  • Role changes
  • Organization changes
  • Password resets
  • Other advanced user management tasks

For more detailed information, refer to the complete user management documentation.