User Management Guide

The User Management module in AiPSoft allows you to create, edit, and control access for all staff members within your branch. This guide will walk you through viewing your user list, creating new profiles, updating existing information, and managing user access statuses.

**[Image: Branch Users page overview showing the main table and navigation menu]**

1. Navigating to the User List

1. On the left-hand navigation menu, scroll down and locate the User section.
2. Click on User to expand the sub-menu, then click User again from the dropdown list.
3. You will be directed to the Branch Users page. This page displays a table of all registered users, including their Name, User Type, Email, Mobile number, and current Status.

2. Creating a New User

To add a new employee or staff member to the system:

1. Click the blue Create New User + button located at the top-right corner of the screen.
2. A "Create New User" popup window will appear. Fill out the following required details:
   • Name: Enter the full name of the employee.
   • Email & Mobile: Provide their contact information.
   • User Type: Select their role from the dropdown menu (e.g., Driver, Cashier, Sales Man, Production Staff, Accountant, Manager, or Other Work Staff).
   • User Name: Create a unique username for logging into the system.
   • RFID/MSR Card: If the employee uses a physical swipe card or RFID tag for login/access, enter the card number here to link it to their profile.
   • Password & Confirm Password: Set a secure password and type it again to confirm.
3. Click the green Save button at the bottom of the popup to create the user account.

**[Image: Create New User popup form showing all available input fields]**

3. Editing an Existing User

If you need to update a user's contact details, change their role, link a new RFID card, or reset their password:

1. Locate the user you wish to modify in the Branch Users table.
2. In the Action column on the far right, click the yellow Edit button (pencil icon) next to that user.
3. The "Edit User" window will open, displaying their current information.
4. Update any necessary fields. You can also use this screen to perform a password reset by typing a new password in the "Update Password" and "Confirm Update Password" fields.
5. Click Save Changes to apply your updates.

4. Enabling or Disabling a User Account

When an employee leaves the company or temporarily needs their access revoked, you can disable their account without deleting their historical data.

1. Find the user in the list and look at the Status column.
2. Click the toggle switch to change the user's status:
   • Green switch: The user is currently active and can log in.
   • Grey switch: The user is disabled and cannot access the system.
3. A success notification will briefly appear confirming the status has been successfully updated.

**[Image: Highlighting the green and grey toggle switches under the Status column]**