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Users

Users Management
Users Management Page

The Users page allows administrators to manage all user accounts in your DocBits organization. Here you can add new users, assign roles, and control access.

User List

The user table displays the following columns:

Column
Description

Name

The full name of the user.

E-Mail

The user's email address, used as their login identifier.

Last Login

Date and time of the user's most recent login.

Admin

Checkbox indicating whether the user has administrator privileges. Admins can access all settings and manage other users.

System Admin

Checkbox indicating whether the user has system administrator privileges, granting full system-level access.

Active

Checkbox showing whether the user account is currently active. Inactive users cannot log in.

Actions

Menu with options such as editing user details, resetting passwords, or deactivating the account.

Use the Search bar at the top to quickly find users by name or ID.

Login Analytics

Click Login Analytics to view login activity data across your organization, including login frequency and patterns.

Adding a New User

  1. Click the Add User button in the top-right corner.

  2. Fill in the required information:

    • Username: A unique name for the user.

    • First Name and Last Name: The user's full name.

    • Email Address: Used for login and notifications.

    • Password: Must comply with your organization's security policies.

    • User Role: Assign the appropriate role (Standard User, Admin, or System Admin).

  3. Click Save to create the user account. The new user will receive an email notification with their login details.

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