App Users

1. App Users Introduction

App Users are granted access to the application with specific roles, login preferences, and permissions. This section allows administrators to add new users, assign them to relevant customer accounts, and control what features or modules they can use in PDF2Invoice. Each user is set up with basic details such as their name, email, and how they will log in (e.g., using a Microsoft account). Admins can also fine-tune what each user can do by assigning roles like regular access, admin, or super admin. The goal is to manage who can use the app and what they can see or control, all from a simple and organized interface.

• Go to Administration
• Click on Admin Settings
• Click on App Users under Admin Settings 

2. Key features of the App Users tab

• Add User Button
  • The "Add User" button registers a new user for the application. When clicked, it usually opens a prompt for the user to enter essential information, including their name, email, and access level. Administrators primarily utilize this function to add users who can engage with the application.
• Refresh Button
  • The "Refresh" button reloads the user list or dataset displayed in the interface. This ensures that any recent changes, such as additions, deletions, or updates to user information, are reflected in real-time. 
• Filter Dropdown ("Select Filter")
  • The filter dropdown labeled "Select Filter" lets users choose a predefined attribute to filter the user list. Additional input fields or options may appear to define the filter value (e.g., status: active/inactive) upon selection. 
• Search Input Box
  • Users can type text in the search box to find other users by name, email, or role. 
• Next, click "View Details" of any user you want to access. This will provide detailed information about that user.

3. App Users Details

• User Email
  • This field is used to input the app user's official email address, which is the main communication channel for notifications and system access. This field is mandatory and may be used to validate login or account creation. It often acts as the default username for authentication purposes.
• First Name
  • The "First Name" field captures the first name of the app user. It is required for identification in listings and communications. This input helps personalize user interactions and assists in differentiating users within the system. 
• Last Name
  • The "Last Name" field records the user’s surname and is mandatory for complete identification. 
• Login Preference
  • This dropdown lets administrators define how the user will authenticate into the application. Options includes Microsoft, Google, or internal credentials. Once selected, this preference usually governs how the user initiates future sessions.
• Assign Customers - Select Customer
  • This section enables the administrator to link the user to one or more customer accounts managed within the system. Clicking the "Select Customer" button opens a selection interface where specific customers can be assigned. It is essential for role-based access and tenant-level permissions.
• PDF2Invoice Attributes

This section allows the user to configure permissions specific to the PDF2Invoice module. It contains three toggleable options:

• • PDF2Invoice Access: This option enables general access to the module, allowing basic functionality such as viewing or interacting with PDF invoices.

  • PDF2Invoice Admin: Grants elevated permissions to perform administrative tasks within the PDF2Invoice environment, such as managing settings or users.

  • PDF2Invoice Super Admin: Provides the highest level of access, including system-level configuration and unrestricted control over the module's operations.

• Save / Cancel Buttons

  • Save: This button saves all data and settings to the system. Based on the input provided, clicking this button will create or update the user profile.

  • Cancel: Cancels the current operation and closes the form without saving changes.