# Manage Users

## Overview

The User Management feature allows the supervisors/managers to create and manage users and team assignments for their respective boundaries through the user interface.

## User Roles

| User Roles           | Scope of Action                                                                                                                                                                                                                                                                                  | Role Description                                                                                                                |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
| System administrator | <p></p><ul><li>Create, search, update, and deactivate user accounts.</li><li>Create, search, update, and deactivate other system administrator accounts.</li><li>Create, assign, update, and delete role assignments.</li><li>Create, assign, update, and delete campaign assignments.</li></ul> | A system administrator is a super user, who has complete access to all the features that the product includes.                  |
| Supervisors          | <p></p><ul><li>Create, search, update, and deactivate user accounts (except system admin).</li><li>Assign/update/delete role assignments.</li><li>Assign/update/delete campaign assignments</li></ul>                                                                                            | Supervisors are responsible to monitor and guide the teams during the campaign and ensure that the targets are met effectively. |
| Helpdesk user        | <p> </p><ul><li>Create, search, update, and deactivate user accounts (except system admin).</li><li>Assign/update/delete role assignments.</li><li>Assign/update/delete campaign assignments.</li></ul>                                                                                          | Helpdesk users are the support team established to provide assistance throughout the campaign.                                  |

## Steps

### Create Employee

* Click on the **User Management** card on the home page to access.

<figure><img src="/files/8xi1eZTDGdAdl2pblDBT" alt=""><figcaption></figcaption></figure>

* Enter the **Employee Name**, **Mobile Number** or **Username** to search for specific users.&#x20;
* The **Search User** option allows you to filter the search for users.
  * **By Campaign**
  * **By Role**
  * **Employment Status - Active** or **Inactive**&#x20;

<figure><img src="/files/lWeNyUwhCTN3AVfhzSdF" alt=""><figcaption></figcaption></figure>

* Click on the **Create Employee** option on the search user screen to add a user.&#x20;

<figure><img src="/files/tX6F1KaZNJWAEhLm2NrF" alt=""><figcaption></figcaption></figure>

* Fill in the employee details in the form. Click on the **Submit** button to add the employee to the database.

<figure><img src="/files/XLCjNQlMy8MhNYH6XajV" alt=""><figcaption></figcaption></figure>

### Assign Campaigns

* Click on the **Proceed For Campaign** button to assign a campaign to the employee user.

<figure><img src="/files/U5t3IO3HSN9JxqxMo0Gs" alt=""><figcaption></figcaption></figure>

* Select the applicable campaign from the drop-down list and add the dates for assignment.

<figure><img src="/files/u04fm0iJYBRqbKInoKZT" alt=""><figcaption></figcaption></figure>

### View & Edit Users

The view and edit user option enables users to reset the password and edit employee details.

* Click on the **Edit Employee** option to update or change details.

<figure><img src="/files/e6K2PD0eKv2D5gEiyr5G" alt=""><figcaption></figcaption></figure>

### Deactivate Employee&#x20;

* Click on the **Deactivate Employee** option to remove or disable any employee.

<figure><img src="/files/haNgEKQvAmn2Z37GinSs" alt=""><figcaption></figcaption></figure>


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