User Management

The Admin user has the ability to manage staff access within the Prancer web application. This includes creating roles, inviting users, and assigning permissions.

Features for Company Admins

  • Create and manage roles.
  • Invite staff users via email.
  • Assign roles and permissions.
  • Monitor user status and activity.
  • Update or remove users as needed.

Role Management

Admins can manage user access by creating and assigning roles.

  • View a list of existing roles.
  • Create new roles and define their permissions.
  • Edit or delete existing roles.

Creating a New Role

  1. Click on the "Add Role" button.
  2. Enter a name for the new role.
  3. Select the appropriate permissions from the list.
  4. Click "Save" to create the role.

Role List

Add New Role


Inviting New Users

Admins can invite new staff users via email, subject to the selected subscription plan.

  • Enter the user's email address and send an invitation.
  • The invited user receives an email with a registration link.
  • After setting a password, the user's status changes from "Pending" to "Registered".
  • Admins can view user status and permissions, and remove users if needed.

Send Invitation

User List


Assigning and Changing User Permissions

By default, newly registered users have no permissions.

  • Admins can assign roles to users to grant access to specific features.
  • Click on a staff member to open their permission settings.
  • Select roles via checkboxes and click "Save" to apply changes.
  • Users will gain access to features based on their assigned roles.

Assign Permissions

Permission Change