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Paypack Documentation
Settings - User List
This documentation will guide you through managing user lists and setting permissions in your HRM software. By following these steps, you’ll be able to filter users by Employee, Company, Branch, Department, and Designation, and manage permissions effectively.
Overview of User List
The User List Management system allows administrators to:
- Add new employees.
- Filter users based on specific criteria (Employee, Company, Branch, Department, Designation).
- Set user permissions.
- Assign role-specific permissions.
- Reset user passwords.
This document provides a step-by-step guide to performing these tasks, ensuring secure and organized user management.
Step-by-Step Guide
1. Adding a New Employee
Before managing permissions, ensure that the employee is added to the system.
Steps to Add an Employee:
Navigate to the User List Page:
- Go to the “Add New Employee” section
Next you will get Adding New Employee Form:
- Fill in the necessary information such as Employee ID, Name, Designation, Department, Branch, and Company and others fields.
Save the Employee:
- Click the “Save” button to add the employee to the system.
2. Filtering Users
- Once the employee is added, you can filter users based on various criteria.
Steps to Filter Users:
Navigate to the User List Page:
- Go to the “User List” section from the main menu.
Use the Filtering Options:
- Employee: Select an employee from the dropdown list.
- Company: Choose a company from the dropdown menu.
- Branch: Select a branch.
- Department: Choose a department.
- Designation: Select a designation.
Apply the Filter:
- Click the “Filter” button to display users matching the selected criteria.
- Use the “Clear” button to reset the filters.
3. Managing User Permissions
After filtering the users, you can set individual user permissions.
Steps to Set Permissions:
Locate the User:
- In the filtered user list, find the user you want to manage.
- Select Employee from the list
Access the Actions Dropdown:
- Click the three-dot button next to the user’s details to open the actions dropdown menu.
After clicking Set Permission you will get User Permission List
Select Role and Permissions:
- Menu: Check the boxes next to the menu names to select the functionalities for which permissions need to be set.
- Module: Ensure the correct module is associated with the selected menu.
- View Permission:
- Type: Checkbox
- Description: Allows the role to view the content of the selected menu.
- Add Permission:
- Type: Checkbox
- Description: Allows the role to add new entries or data in the selected menu.
- Update Permission:
- Type: Checkbox
- Description: Allows the role to update existing entries or data in the selected menu.
- Delete Permission:
- Type: Checkbox
- Description: Allows the role to delete existing entries or data in the selected menu.
Save Permissions:
- Click the “Set Permissions” button to apply the permissions to the selected Permission.
Set Role Permission
Select the Action Three Dot (Burger Menu) to Update:
Access the Action Menu:
- Find the Action Menu associated with the selected row. This is typically represented by three vertical dots or a similar icon.
Choose the “Set Permissions ” Option:
- Click on the “Set Permissions ” option from the Action Menu.
- 4. Next You Will Get User Role Permission
- Select Role From The Dropdown.
- Save Changes:
- After selecting the role , click the “Save” button to apply the changes.
4. Resetting User Passwords
In case a user needs a password reset, follow these steps:
Steps to Reset Password:
Locate the User:
- In the filtered user list, find the user whose password you need to reset.
Access the Actions Dropdown:
- Click the three-dot button next to the user’s details to open the actions dropdown menu.
3. Reset Password:
- Click “Reset Password” to initiate the password reset process.
Exporting User Role Data
Exporting user role data is useful for maintaining external records and conducting offline analysis.
Steps to Export User Role Data:
- Export to Excel:
- Click the “Excel” button at the top of the “User Role List” table.
- The system will generate an Excel file containing the user role data for download.
Searching User Roles
- Efficiently finding specific user roles is crucial for quick data management.
Sorting Capabilities
- Sortable Columns: Users can sort the table by any column by clicking on the column headers. This feature helps in quickly organizing the data as per user requirements.
Security and Permissions
User Permissions:
- Access to the Add, Update, View feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Update feature in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.
