Team & Roles Management

Team & Roles Management

Available to: Super Admin only

Team management allows you to manage users and their roles.

Accessing Team Management

Click Team Administration in the sidebar, then:

• Team: Manage users
• User Roles: Configure role permissions

Managing Users

Viewing Users

The Team page shows all users with:

• Full Name
• Username
• Email
• Role (Super Admin, Manager, Handler, Accounting)
• Department
• Active/Inactive status

Filters: Filter by role or department

Adding a User

1. Click Add Member button
2. Fill in the form:
   • Username: Unique username (3-20 characters)
   • Full Name: User’s complete name
   • Email: Email address (optional)
   • Password: Temporary password (minimum 8 characters)
   • Confirm Password: Re-enter password
   • Role: Select from Super Admin, Manager, Handler, or Accounting
   • Department: Select user’s department
   • Active User: Toggle on to enable login
3. Click Create

Share username and password with the new user securely.

Editing Users

1. Find user in the table
2. Click Edit button
3. Modify details (Note: Cannot change username)
4. Click Update

Deactivating Users

1. Edit the user
2. Turn off Active User toggle
3. Click Update

This blocks login but preserves user data.

Managing Roles

Viewing Roles

Click User Roles to see role permissions.

Each role has:

• Name: Role name
• Entity Type: What the role applies to (cases, users, etc.)
• Permissions: Read, Create, Update, Delete

Creating a Role

1. Click Create Role button
2. Fill in:
   • Role Name: Unique name (3-50 characters)
   • Entity Type: Select entity (cases, users, config, etc.)
   • Permissions: Toggle Read, Create, Update, Delete
3. Click Create

Editing Roles

1. Find role in table
2. Click Edit
3. Modify permissions
4. Click Update

Warning: Changing permissions affects all users with that role immediately.

System Roles

The system has 4 pre-configured roles:

Super Admin

• Full access to everything
• Can manage users, roles, and all configuration
• Sees all dashboard views

Manager

• Dashboard and analytics
• Manage cases
• View/edit locations and insurance offices
• No user or configuration access

Handler

• Dashboard and analytics
• Manage cases only
• Limited access

Accounting

• Dashboard (financial view)
• View cases
• Financial reporting focus

Tips

• Always use strong passwords (minimum 8 characters)
• Deactivate users instead of deleting to keep records
• Review role permissions regularly
• Test new roles before assigning to users