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Company Users

Management ยท Roles ยท Permissions

Company Workers

The company users system enables organizations to manage their internal workforce including HR personnel, managers, and staff. Each user is assigned roles with specific permissions, controlling access to different features and data within the system.

Role-based access

Assign roles like HR, Manager, Admin with granular permissions.

User management

Create, edit, and manage company workers with profile images.

Status control

Active, hibernate, or ban users to control system access.

Key Features

Essential user management tools.

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User Directory

View all company workers with search, filter, and pagination.

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Role Assignment

Assign roles with predefined permission sets to users.

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Email Integration

Send emails to users using email templates.

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Login As

Admins can login as other users for support purposes.

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Import & Export

Bulk import users via CSV and export user data to Excel.

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Profile Images

Upload and manage profile pictures for each user.

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Status Management

Control user access with active, hibernate, or banned status.

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Auto Password

Auto-generate passwords sent via email on user creation.

Company Users Management Overview

Visual guide to user management features.

This video demonstrates the complete company user management workflow including creating users, assigning roles, managing permissions, updating user status, and using the import/export features.

User Roles

Define access levels with permissions.

What are Roles?

Roles define what users can access and modify in the system

Each role contains a set of permissions that determine what actions a user can perform. When creating a user, you assign them a role that grants them the appropriate access level.

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Super Admin

Full system access across all companies.

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Admin

Company-level full access to all features.

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HR Manager

Manage jobs, applications, and employees.

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Viewer

Read-only access to assigned sections.

Creating Users

Step-by-step user creation workflow.

Create User Workflow

Steps to add a new company user

1

Navigate to Users

Go to the Users section from the dashboard

2

Click "New User"

Click the "New User" button to open the creation form

3

Fill User Details

Enter first name, last name, email, and phone number

4

Select Role

Choose a role from the dropdown to assign permissions

5

Upload Profile Image (Optional)

Add a profile picture for the user

6

Submit & Email

Submit to create user - auto-generated password sent via email

User Fields

Required and optional fields for user creation

FieldRequiredDescription
first_nameYesUser's first name
last_nameYesUser's last name
emailYesUnique email address for login
role_idYesID of the role to assign
phoneNoPhone number
profile_imageNoProfile picture file (jpg, png, webp)
statusNoactive, hibernate, or banned (default: active)

User Status

Control user access and availability.

Status Types

Available user status options

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Active

User can log in and access all permitted features

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Hibernate

User account temporarily suspended

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Banned

User access completely revoked

Data Grid Features

User list management capabilities.

Available Actions

Actions available in the user data grid

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Search

Search by name, email, or phone

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Filter

Filter by status, role, or date joined

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Sort

Sort by any column ascending/descending

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Columns

Show/hide columns in the grid

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Export

Export user list to Excel

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Import

Bulk import users via CSV file

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Send Email

Send emails to single or multiple users

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Bulk Delete

Delete multiple selected users

Permissions

Required permissions for user operations.

ActionPermission
View Users Listusers.view
Create Userusers.create
Edit Userusers.update
Delete Userusers.delete
Login As Userusers.update
Export Usersusers.update
Import Usersusers.update
Manage Roles

settings.view + settings.create

Visual Examples

User management interfaces in action.

Company Users List

Data grid with search, filter, and bulk actions

Company Users List

Edit User Form

Form for editing existing users with status toggle

Edit User Form

Send Email Template

Dialog for sending emails to users using templates

Best Practices

User management guidelines.

PracticeRecommendation
Role AssignmentAssign minimum required permissions for each role
Password SecurityAuto-generated passwords are sent securely via email
Inactive UsersUse hibernate status for temporary leave instead of deleting
Bulk OperationsUse import for adding multiple users at once
Profile ImagesUse professional headshots for better identification
Regular AuditsReview user roles and permissions periodically

Troubleshooting

Common issues and solutions.

IssueFix
Can't create userEnsure you have users.create permission from your administrator
Email already exists errorThe email is already registered. Use a different email or check existing users
Role not showing in dropdownCreate roles first in the Roles section before assigning to users
User can't log inCheck if user status is "active" and verify they received the password email
Import failedEnsure CSV has required columns: first_name, last_name, email, role
Can't delete userYou need users.delete permission. Some users may be protected