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User Management - Page Guide
User Management - Page Guide
Quick navigation guide for managing employees and user accounts
Quick Reference
| Property | Value |
|---|---|
| URL | /admin/users or /admin/management/users |
| Navigation | Admin Menu → Management → Users |
| Permissions | Admin, Developer |
| Purpose | Create, view, edit, and deactivate user accounts |
How to Reach This Page
Breadcrumb: Dashboard → Admin → Management → Users
Step-by-Step:
- Click the sidebar menu icon (☰) in the top-left corner
- Expand the Admin section
- Expand the Management submenu (if collapsed)
- Click Users or Mitarbeiter
Page Layout
Key Areas
- Header - Search bar, filter buttons, and "Add User" action button
- Filter Panel - Team filter, position filter, role filter, status filter (active/inactive)
- User Table - Data grid showing all users with sortable columns
- Action Column - Per-row actions: Edit, View Details, Deactivate/Activate, Reset Password
- Pagination Controls - Navigate through pages of results
Available Actions
Quick Reference Table
| Action | Location | Permission | Description |
|---|---|---|---|
| Add User | Header | Admin | Opens user creation dialog |
| Search Users | Header | All | Filter by name, email, or employee ID |
| Filter by Team | Filter Panel | All | Show only specific team members |
| Filter by Role | Filter Panel | All | Filter by role (Employee, Supervisor, etc.) |
| Filter by Position | Filter Panel | All | Show only certain positions |
| View User Details | Action Column | All | Opens user profile view |
| Edit User | Action Column | Admin | Opens edit dialog for user properties |
| Deactivate User | Action Column | Admin | Soft-delete user (preserves data) |
| Reset Password | Action Column | Admin | Send password reset email to user |
| Export User List | Header Menu | Admin | Download user list as CSV or Excel |
| Bulk Actions | Table Toolbar | Admin | Apply action to multiple selected users |
Adding a New User
Access: Header → "Add User" or "Neuer Mitarbeiter" button
Required Fields:
- First Name, Last Name
- Email address (must be unique)
- Team assignment
- Position(s)
- Role (Employee, Supervisor, Expediter, Admin, Developer)
Optional Fields:
- Phone number, address
- Employment start date
- Notes
Result: New user created and appears in table. User receives welcome email with temporary password.
Editing User Information
Access: Click Edit icon in user's row
Editable Properties:
- Personal information (name, email, phone)
- Team and position assignments
- Role and permissions
- Employment status and dates
- Account password (admin can set new temporary password)
Permissions:
- Admin role required to change Team, Position, Role
- Admin role required to deactivate accounts
- User can edit own profile (limited fields)
Deactivating Users
Access: Action Column → Deactivate icon (or Bulk Actions for multiple)
Effect:
- User account marked inactive (soft delete)
- User cannot log in
- Historical data preserved (shifts, time records remain)
- User still appears in filters with "Show Inactive" enabled
Reactivation: Click Activate icon in inactive user's row
Bulk Operations
Select Multiple Users:
- Check boxes in leftmost column of table
- Bulk action toolbar appears at top
- Choose action: Export, Change Team, Change Position, Deactivate
Use Cases:
- Moving entire team to new office
- Bulk position changes after reorganization
- Exporting subset for reports
Filtering and Search
Search Bar
- Searches across: Name, Email, Employee ID, Phone
- Real-time filtering as you type
- Case-insensitive
Filter Panel
Team Filter: Show users from selected team(s) only
Position Filter: Show users with specific position(s)
Role Filter: Filter by permission level
Status Filter:
- Active (default)
- Inactive
- All
Combined Filters: All filters work together (AND logic)
User Table Columns
| Column | Description | Sortable |
|---|---|---|
| Name | First and last name | Yes |
| Account email address | Yes | |
| Team | Assigned team(s) | Yes |
| Position | Position(s) tags | No |
| Role | Permission level | Yes |
| Employment Date | Start date | Yes |
| Status | Active/Inactive | Yes |
| Actions | Per-row action buttons | No |
Sorting: Click column header to sort. Click again to reverse order.
Related Pages
Prerequisites
- Login - Access with Admin role
Related Features
- Admin Calendar - Assign users to shifts after creation
- Positions Management - Manage available positions
- Teams Management - Configure team settings
Next Steps
- User Profile - What users see in their own profile
- Permissions & Roles - Understand role hierarchy
Tips & Best Practices
- Set Positions Early: Assign positions during user creation to enable assignment filtering in Calendar
- Use Bulk Operations: Faster for team-wide changes than editing individually
- Deactivate, Don't Delete: Soft-delete preserves historical data and allows reactivation
- Export Before Major Changes: Download user list before bulk operations as backup
- Verify Email Addresses: Ensure email is correct - used for password reset and notifications
Common Issues
Can't add user - email already exists:
- Each email must be unique
- Check if user exists but is deactivated (use "Show Inactive" filter)
- User may have account under different team
New user not appearing in Calendar:
- Verify user has position assigned
- Check team/office filters in Calendar match user's assignment
- Ensure account status is Active
Can't deactivate user:
- Must have Admin role
- Developer role cannot be deactivated by Admin (requires Developer)
- Check if user has future shift assignments (warning shown)
Last updated: 2026-04-24 | Report an Issue