User Management

The Users page in the Preczn Dashboard allows administrators to manage team members who have access to the platform. From here, you can add new users, modify existing accounts, control access permissions, and perform security-related actions.

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Accessing the Users Page

1. Log in to your Preczn Dashboard
2. Click Settings in the left navigation menu
3. Select Users

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Understanding User Statuses

Each user account in Preczn has one of three statuses that indicate their current access state:

Note: Status badges appear color-coded in the Users table—green for Active, orange for Invited, and red for Inactive.

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Understanding User Roles

Preczn supports different user roles with varying levels of access:

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Viewing the Users List

The Users page displays all team members in a table format with the following information:

• User: Name and email address with avatar
• Role & Access: The user's assigned role
• Last Login: When the user last accessed the platform
• Status: Current account status (Active, Invited, or Inactive)
• MFA: Whether Multi-Factor Authentication is enabled (checkmark) or not (X)
• Alerts: Warning indicators for security issues (see User Alerts below)
• Actions: Available management options

Searching for Users

Use the search bar at the top of the table to find users by their last name:

1. Enter the user's last name in the Search by Last Name field
2. Press Enter or click the search icon
3. To clear the search, click the X icon in the search field

Filtering Users

Click the Filter button to narrow down the user list:

1. Click Filter to open the filter dropdown
2. Select your filter criteria:
   • Status: Choose one or more statuses (Active, Inactive, Invited)
   • MFA: Filter by MFA status (Enabled or Not Enabled)
3. Click Apply to apply the filters
4. To remove filters, click Clear Filter or Clear All

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Adding a New User

To add a new team member:

1. Click the + Add User button in the top-left corner
2. In the Add User modal, complete the required fields:
   • First Name (required)
   • Last Name (required)
   • Email Address (required) — This will be the user's login credential
   • Role (required) — Select from available roles
3. Click Add User to create the account

What happens next: The new user will receive an email invitation to set up their account. Their status will show as Invited until they complete the setup process. Once they set their password and log in, their status changes to Active.

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Editing a User

To modify an existing user's information:

1. Locate the user in the Users table
2. Click the Edit button in the Actions column (or click the dropdown arrow and select Edit)
3. You'll be taken to the Edit User page

Edit User Page Overview

The Edit User page is organized into several sections:

Left Sidebar:

• User avatar and basic information
• Current status and role
• Alert indicators (if any)
• Last login date
• Quick action buttons

Main Content Area:

• User Information: First name, last name, and phone number
• Access & Permissions: User role assignment
• Security: Email, password settings, SSO status, and MFA status
• Preferences: Timezone settings

Editing User Information

1. In the User Information card, click Edit
2. Update the fields as needed:
   • First Name
   • Last Name
   • Phone Number
3. Click Save to apply changes, or Cancel to discard

Changing User Role

1. In the Access & Permissions card, click Edit
2. Select a new role from the dropdown
3. Click Save to apply the change

Updating User Preferences

1. In the Preferences card, click Edit
2. Select the user's preferred timezone
3. Click Save to apply

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Disabling and Enabling Users

Disabling a User Account

Disabling a user prevents them from logging in without permanently deleting their account.

From the Users List:

1. Locate the user in the table
2. Click the dropdown arrow next to Edit
3. The disable option appears based on current status

From the Edit User Page:

1. Navigate to the user's Edit page
2. In the left sidebar, click Disable Account
3. Confirm the action in the modal

Note: Disabled users will have their status changed to Inactive and will be unable to log in until re-enabled.

Enabling a User Account

To re-enable a previously disabled user:

1. Navigate to the user's Edit page
2. In the left sidebar, click Enable Account
3. Confirm the action in the modal

The user's status will change back to Active (or Invited if they haven't completed setup).

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Resending Invitation Emails

If a user hasn't received or has lost their invitation email:

From the Users List:

1. Look for users with Invited status
2. Click the (resend) link next to the status

From the Edit User Page:

1. Navigate to the user's Edit page
2. For users with Invited status, click Resend Verification Email in the left sidebar
3. Confirm the action in the modal

The user will receive a new invitation email with instructions to complete their account setup.

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Managing User Security

Unlocking Users

Users may become locked out due to multiple failed login attempts. Administrators can unlock these accounts.

From the Users List:

1. Locked users display an alert indicator in the Alerts column
2. Click the dropdown arrow next to Edit
3. Select Unlock
4. Confirm the action

From the Edit User Page:

1. If the user is locked, a Reset Security Lock button appears in the sidebar
2. Click the button and confirm to unlock the account

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User Alerts

Alert indicators appear in the Alerts column when there are issues requiring attention:

Hover over the alert icon to see details about the specific issue.

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Deleting a User

Warning: Deleting a user permanently removes their account and all associated data. This action cannot be undone.

To delete a user:

1. Locate the user in the Users table
2. Click the dropdown arrow next to Edit
3. Select Delete
4. Confirm the deletion in the modal

Note: You cannot delete your own account. If you need to remove your account, another administrator must perform this action.

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Best Practices

• Regular Audits: Periodically review your user list to identify inactive accounts that should be disabled or removed
• Role Assignment: Assign the minimum role necessary for each user's job function
• MFA Enforcement: Encourage or require all users to enable Multi-Factor Authentication
• Prompt Offboarding: Disable or delete user accounts immediately when team members leave your organization
• Password Policies: Ensure users understand password requirements and expiration timelines

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Troubleshooting

User Can't Log In

1. Check Status: Verify the user's status is Active, not Inactive or Invited
2. Check Lock Status: Look for a security lock alert and unlock if necessary
3. Resend Invitation: If status is Invited, resend the verification email
4. Check MFA: If MFA is enabled, ensure the user has access to their authenticator

Invitation Email Not Received

1. Ask the user to check their spam/junk folder
2. Verify the email address is correct in the user's profile
3. Use the Resend Verification Email option to send a new invitation

MFA Issues

1. If the user is having trouble with MFA, direct them to the MFA Setup Guide for setup instructions
2. If the user has lost access to their authenticator device, contact Preczn support for assistance