User Management
The User Management Screen is a powerful tool designed to empower administrators with comprehensive control over user access to active dashboards. This feature not only allows administrators to view a list of all users who have access to these dashboards but also provides them with the capabilities to fine-tune and manage user privileges, enhancing security and access control within the system.
Key Features:
User Visibility: The User Management Screen displays a complete list of users who currently have access to active dashboards, ensuring transparency and visibility into user privileges.
Access Control: Administrators can exercise granular control over user access levels, making it easy to adjust permissions based on individual user roles and requirements.
User Removal: With this feature, administrators can swiftly remove user access to specific dashboards when needed, enhancing security and ensuring that only authorized individuals have access.
Access Level Updates: The User Management Screen empowers administrators to update user access levels as necessary, tailoring access privileges to align with user responsibilities and organizational needs.
This documentation page covers the following topics:
How to access User management overview page?
User management overview key features
How to access User Management overview page?
Log in to the CI App: Access your CI App account by visiting https://ci.zapyan.com/login.
Select Your Business: To view user management overview for a specific business, click on the "View Dashboard" button associated with that business.
Access the User menu On the left side of the screen, click on the shop menu and then click on the user menu icon as shown above
Note: Please note that only admin user will be able to access the user overview page details.
User Management Overview page key features
The User Overview Page empowers administrators with essential capabilities to manage user access efficiently. Here are the key functions that can be performed on this page:
Grant Access to New Users: Administrators can easily provide access to new users, allowing them to utilize the system's features and resources.
View User Details: The User Overview Page presents a comprehensive view of user information, including:
Email addresses of all users with access.
Their respective access levels, specifying the extent of their permissions.
The date when access was granted to each user.
Edit Access Levels or Remove Access for Existing Users:
Administrators have the flexibility to make real-time adjustments to user access levels as needed.
They can also promptly revoke access for existing users, enhancing security and access control.
Note: Please be aware that access to the User Overview Page details is restricted to admin users only. Regular users do not have access to these administrative functions, ensuring that user management remains within the purview of authorized personnel.
The User Overview Page streamlines user access management, providing administrators with the tools they need to efficiently control access, monitor user details, and maintain a secure and organized system.
Tips
Clear Role Definitions: Clearly define user roles and access levels within your organization. This ensures that each user has appropriate permissions based on their responsibilities.
Regular Audits: Periodically review and audit user accounts to ensure that access levels and permissions are up-to-date and align with the user's current role and responsibilities.
Least Privilege Principle: Follow the principle of least privilege, which means granting users the minimum level of access necessary to perform their tasks. This reduces the risk of unauthorized access.
User Onboarding and Offboarding: Implement a structured onboarding and offboarding process for employees. Grant access when they join and promptly revoke access when they leave the organization.
Access Revocation Workflow: Establish a clear workflow for access revocation in cases of role changes, termination, or other situations. Ensure that access is revoked promptly and securely.
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