Managing Users

This guide covers administrator tasks on the Users page: creating accounts, updating passwords, and assigning roles and user types.

---

Opening the Users List

1. Click Configurations in the main sidebar.
2. Under System Settings, click Users.
3. The users list opens at /settings/auth-user/list.

Each row displays:

Column	Description
User Id	Unique system identifier (for example, 01KJVH1KSRQZNHQ4PDVSXXY843)
User Name	Login username (for example, superadmin, shiva, rm.shiva)
Role	Assigned role (for example, SUPERADMIN, RM, Sumo User Guide)
Type	Assigned user type (for example, admin), if configured
Action	Update link to edit the user

---

Creating a User

1. On the Users page, click + Add User.
2. The Add User dialog opens.
3. Fill in the required fields:

Field	Description
Name	Username for sign-in (for example, shiva). Must be unique.
Password	Initial password. Use the eye icon to show or hide the password.
Role	Select a role from the dropdown (for example, ADMIN, USER, RM, Sumo User Guide).

4. Click Add User.
5. The new user appears in the users table.

Important Notes

• Usernames are case-sensitive at sign-in — communicate credentials exactly as entered.
• Assign the minimum role required for the user's job function.
• Ensure the selected role has the appropriate features configured (see Managing Roles).

---

Updating a User

Use Update to change a user's password or active status.

Configuration Procedure

1. On the Users page, locate the user row.
2. Click Update in the Action column.
3. The Update User dialog opens (for example, Update User (shiva)).
4. Toggle the active switch if you need to enable or disable the account.
5. Enter a new Password if resetting credentials.
6. Click Update User.

Important Notes

• Password resets take effect immediately after saving.
• Disabling a user prevents sign-in without deleting the account.

---

Assigning a Role

Use Assign Role to change the role for an existing user without recreating the account.

Configuration Procedure

1. On the Users page, click Assign Role.
2. The Assign Role dialog opens.
3. Select a User from the dropdown (for example, shiva).
4. Select a Role from the dropdown (for example, Sumo User Guide).
5. Click Assign Role.
6. Verify the updated role appears in the user's Role column.

Important Notes

• Role changes take effect on the user's next sign-in or after configuration is loaded into memory.
• Changing a user's role immediately changes their feature access based on the new role's permissions.

---

Assigning a User Type

User types provide an additional classification layer beyond roles. Types are defined under Configurations → Accounting Settings → User Types.

Configuration Procedure

1. On the Users page, click Assign User Type.
2. The Assign User Type dialog opens.
3. Select a User from the dropdown (for example, shiva).
4. Select a User Type from the dropdown (for example, admin).
5. Click Assign User Type.
6. Verify the Type column shows the assigned value.

Important Notes

• User types are used for business categorization and may affect process behavior, form workflows, and reporting.
• A user can have a role and a type independently — for example, role RM with type admin.

---

Example Users

User Name	Role	Type	Typical Use
superadmin	SUPERADMIN	admin	Full system administration
branch_officer	—	—	Branch operations user
admin	—	admin	Configuration administrator
shiva	Sumo User Guide	admin	Demo and training account
las	—	—	LAS product operations
rm.shiva	RM	—	Relationship manager
bm.shiva	BM	—	Branch manager

---

Load Configuration In Memory

After creating users or changing role/type assignments:

1. Click Load Configuration In Memory in the top-right corner.
2. Confirm the action if prompted.

Some environments pick up user changes automatically; confirm with your team whether this step is required.

---

Configuration Checklist

Before onboarding a new user:

• A role with appropriate features exists (see Managing Roles).
• User account is created with a strong initial password.
• Role is assigned — either at creation or via Assign Role.
• User type is assigned if required by your business rules.
• User can sign in and access expected modules.
• User is blocked from unauthorized configuration screens.
• Credentials have been communicated securely to the user.

---

Troubleshooting

Issue	Likely Cause	Action
User cannot sign in	Wrong password or disabled account	Use Update to reset password or enable the account
User sees empty sidebar	Role has no features assigned	Assign features to the role via Set Feature
User lacks access to Configurations	Role missing CONF_* features	Add required configuration features to the role
Role change not reflected	Configuration not loaded	Click Load Configuration In Memory
User Type not appearing	Type not assigned	Use Assign User Type to set the classification

---