Global Users

Global Users

Overview

This page allows authorized users to view, search, sort, and manage system users. It is designed for administrators and managers who need to maintain user accounts, roles, and access.

Page Layout

The page is divided into two main sections:

  • Header Section – Search, filters, and action buttons
  • Grid Section – A paginated table listing users and their details

Header Section

The header provides tools to quickly find and manage users.

Search & Filters

  • Use the search bar to look up users by name, email, or other supported fields.
  • Advanced filters may be available depending on configuration.
  • Active filters are displayed so you can easily see what is applied.

Action Buttons

Depending on your permissions, you may see buttons such as:

  • Create a new user
  • Export user data
  • Perform bulk actions
Note: Available actions depend on your assigned permissions.

User Grid

The grid displays a list of users and supports server-side pagination and sorting.

Grid Features

  • Pagination – Navigate through pages of users
  • Sorting – Click column headers to sort data
  • Loading Indicator – Displays while data is being fetched
  • Read-only Rows – Rows cannot be selected or edited directly by clicking

Page Size Options

You can control how many users are shown per page:

  • 25 users
  • 50 users
  • 100 users

Accounts & Roles Column

Each user may belong to one or more accounts.

  • Accounts are displayed as chips
  • Each chip shows:
  • Account name
  • Assigned role
  • Disabled chips indicate accounts where the user’s membership is inactive

This allows you to quickly understand a user’s access across the system.

User Options Menu

Each row includes an Options (⋮) menu. The available actions depend on your permissions and whether the user is yourself.

Available Actions

Edit User

  • Update basic user details
  • Available only to users with edit permissions

Update Roles

  • Modify the user’s roles and account memberships

Impersonate User

  • Temporarily log in as another user
  • Disabled when impersonating yourself
  • Hidden while already impersonating

Delete User

  • Permanently remove a user
  • Disabled for your own account
Warning: Deleting a user cannot be undone.

Permissions & Visibility

All actions on this page are protected by permission checks:

  • Buttons and menu items are only visible if you are authorized
  • Some actions are conditionally hidden to prevent unsafe operations (for example, deleting yourself)

If you do not see an action, you may not have the required permission.

Typical User Workflow

  • Search for a user using the header search
  • Review account memberships and roles in the grid
  • Open the options menu for the desired user
  • Perform the required action (edit, update roles, impersonate, or delete)

Tips

  • Use sorting to quickly find recently added or updated users
  • Increase page size when working with large user lists
  • Always verify roles before impersonating or deleting users
user_manual/global_pages/global_users_page.txt · Last modified: 2026/02/12 07:07 by synergy
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