👤 User Management

🎯 Overview

The User Management module allows you to create, manage, and control user accounts within ProductionPlannerPro. Each user can be assigned to an organization with specific access levels and permissions.

✨ Key Features

• Multi-User Support: Unlimited users across multiple organizations
• Organization Assignment: Users belong to specific organizations
• Access Control: Super administrators vs. regular users
• Status Management: Activate or deactivate user accounts
• Secure Authentication: Password-protected accounts
• User Profiles: Complete contact information for each user

➕ Creating a New User

Step-by-step process:

1. Click the "➕ Add New User" button at the top of the page
2. Fill in the user details:
   • First Name * (Required) - User's given name
   • Last Name * (Required) - User's family name
   • Email * (Required) - Must be unique, used for login
   • Phone - Contact number (optional)
   • Password * (Required) - Secure password for login
   • Organization * (Required) - Select from existing organizations
   • Status - Active (can login) or Inactive (cannot login)
   • Super Administrator - Grant full system access
3. Click "💾 Save User"
4. The new user will appear in the user list

✏️ Editing User Information

To update user details:

1. Find the user in the user list
2. Click the "✏️ Edit" button for that user
3. The edit form will open with current information pre-filled
4. Make your changes
5. For password: Leave blank to keep current, or enter new password to change
6. Click "💾 Save User"

🗑️ Deleting Users

To remove a user from the system:

1. Locate the user in the user list
2. Click the "🗑️ Delete" button
3. Confirm the deletion when prompted
4. The user will be permanently removed

🔐 User Access Levels

Super Administrator

Super administrators have unrestricted access to the entire system:

• Access all organizations and their data
• Create, edit, and delete users
• Manage system-wide settings
• View and modify all production data
• Generate system-wide reports

Regular User

Regular users have organization-specific access:

• Access only their assigned organization's data
• Create and manage production orders
• View materials and products
• Generate organization-specific reports
• Cannot manage users or system settings

📊 User Status Management

Active Status

Users with "Active" status:

• Can log into the system
• Can perform their assigned tasks
• Appear in user selection dropdowns
• Receive system notifications (if enabled)

Inactive Status

Users with "Inactive" status:

• Cannot log into the system
• Cannot perform any actions
• Still visible in historical records
• Can be reactivated at any time

🏛️ Organization Assignment

Every user must be assigned to an organization:

• Data Segregation: Users see only their organization's data
• Multi-Tenant Support: Multiple companies can use one system
• Centralized Management: Manage all organizations from one place
• Flexible Structure: Supports headquarters, branches, plants, divisions

📧 Email & Login Credentials

Email as Username

In ProductionPlannerPro, email addresses serve as usernames:

• Each email must be unique across the system
• Users log in with their email and password
• Email is used for password recovery
• System notifications are sent to this email

Password Requirements

For security, passwords should:

• Be at least 8 characters long
• Include uppercase and lowercase letters
• Contain at least one number
• Include at least one special character
• Not be easily guessable (avoid "password123")

📊 Understanding Statistics

Total Users

Total number of user accounts in the system, including both active and inactive users.

Active Users

Number of users with "Active" status who can currently log into the system.

Super Admins

Count of users with super administrator privileges across all organizations.

Organizations

Number of unique organizations that have at least one user assigned.

✅ Best Practices

• Strong Passwords: Enforce strong password policies for all users
• Least Privilege: Grant users only the access they need
• Regular Review: Periodically review user list and remove unused accounts
• Deactivate, Don't Delete: Preserve data by deactivating instead of deleting
• Document Changes: Keep records of who has system access
• Limit Super Admins: Only trusted personnel should have full access
• Unique Emails: Use business emails, not personal or shared accounts
• Timely Updates: Update user information when roles or organizations change

🔧 Troubleshooting

Problem: Cannot create user - Email already exists

Solution:

• Each email can only be used once in the system
• Check if the user already exists
• If user exists but is inactive, reactivate them instead
• Use a different email address

Problem: Missing required fields error

Solution:

• Ensure First Name is filled
• Ensure Last Name is filled
• Ensure Email is filled and valid
• Ensure Password is filled (for new users)
• Ensure Organization is selected

Problem: User cannot log in

Solution:

• Verify user status is "Active"
• Check email address is correct
• Reset password if forgotten
• Verify organization is active

Problem: Organization dropdown is empty

Solution:

• Create organizations first in Organizations Management
• Refresh the user page
• Check internet connection

🔒 Security & Data Protection

How user data is protected:

• Password Encryption: All passwords are hashed and never stored in plain text
• Secure Communication: Data transmitted over encrypted connections
• Access Logging: User actions are logged for audit trails
• Session Management: Automatic logout after inactivity
• Permission Checks: Every action verified against user permissions

🔗 Integration with Other Modules

Users are referenced throughout the system:

• Production Orders: Track who created and modified orders
• Sales Orders: Assign sales orders to users
• Quality Control: Log quality checks by user
• Audit Logs: All changes tracked by user
• Reports: Filter and group data by user

📞 Need Help?

If you encounter issues or have questions about user management:

• Contact System Administrator: For permission and access issues
• Technical Support: support@productionplannerpro.com
• Documentation: Visit our online help center
• Feedback: Use the thumbs down button to report issues