Users

Overview

The Users page, located under the Account tab, provides a complete list of users in a tabular format, displaying all their basic details.
Admins can use this page to manage user access by inviting new members or editing the access of existing members.

Key Features

• Comprehensive User List: View all users with their full names, email IDs, roles, last seen status, activation status, and join dates.
• Invite New Members: Easily invite new users by providing their email, selecting roles, and assigning authorized products.
• Edit Existing Members: Modify user roles and access permissions or deactivate users as needed.
• Search and Sort: Efficiently find and organize user data with search and sort options.

ROLES WITH ACCESS TO THE FEATURE

Admin (Edit), Developer (View), Auditor (View)

User Table Details

The user table columns include:

• Full Name with Email ID: Displays a list of all users with their full name and email ID.
• Role: Indicates the assigned roles for each user.
• Last Seen: Shows the last time the user accessed the platform.
• Status: Indicates whether the user is activated or deactivated.
• Joined On: Displays the date when the user joined the platform after being invited.

Invite and Edit Members

Invite Members:

To invite new users to the platform, use the Invite Member option located in the top right corner of the User Page. This option requires three inputs:

1. Email ID/IDs: Provide a single email or a list of email IDs to invite users.
2. Role: Select from available roles within the platform.
3. Authorized Product: Choose products users should have access to, such as the ‘Audit Portal’ and ‘VKYC Portal.’

After entering these inputs, click the Submit button to invite new members.

Edit User:

Hover over a user in the user table to reveal the overflow menu at the end of the row. Clicking on the overflow menu provides two options:

1. Edit User: Modify user details such as Role and Authorized Products.
2. Deactivate User: Temporarily deactivate the selected email ID until it is reactivated.

Additionally, you can learn more about roles by clicking on the Learn More option while inviting or editing members' access. This link directs you to the documentation page detailing roles and permissions within the HyperVerge One platform.

Other Actions

• Search Option: This feature allows you to search for any user based on their email ID or full name.
• Sort Option: You can sort users based on the “Joined On” column in the user table, in either ascending or descending order based on the date.