User & Team Management
Manage user accounts, team organization, role assignments, and access controls across the operational system through the comprehensive Account Management interface.
Who can use this feature
Section titled “Who can use this feature”| Role | Create Users | Edit Users | Delete Users | Manage Teams | Assign Roles | View All |
|---|---|---|---|---|---|---|
| Admin | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ops Support | View only | Profile only | ✗ | View only | ✗ | ✓ |
| Operations Manager | ✗ | Profile only | ✗ | View team | ✗ | Team only |
What is User & Team Management?
Section titled “What is User & Team Management?”User and team management encompasses:
- User Account Management - Creating, editing, and tracking all user accounts
- Role Assignment - Assigning appropriate roles and permissions
- Team Organization - Organizing users into functional teams
- Access Control - Managing system access and feature permissions
- Account Lifecycle - Managing accounts from creation to deactivation
User Account Management Interface
Section titled “User Account Management Interface”Comprehensive view of all user accounts in the system.
- Full Name: Complete user identification
- Email Address: Contact information and login credential
- Role: Assigned system role and permissions
- Status: Account status with color-coded indicators
- Date Created: Account creation timestamp
- Actions: Management options for each account
Find specific users quickly using search and filter options.
- Search Users: Search by name, email, or other criteria
- Role Filter: Filter by specific roles (All Roles dropdown)
- Status Filter: View active, inactive, or specific status users
- Real-time Results: Instant filtering as you type
Navigate through large user lists efficiently.
- Results Display: Shows “Showing 1 to 7 of 61 results”
- Page Navigation: Previous and Next buttons
- Bulk Management: Handle large numbers of user accounts
- Result Counting: Clear indication of total users
System Roles and Permissions
Section titled “System Roles and Permissions”High-level system access and control roles.
- Ops Support: Operational coordination and system support
- Admin: Full system access and user management (like Evie Parker)
Operational leadership and team management roles.
- Head Of Operations: Senior operational leadership (like Poppy Reed)
- Deputy Head Of Operations: Senior operational support (like Freya Turner)
- Ops Manager: Team and operational management (like George Davies)
Function-specific operational roles.
- Static Manager: Static position management (like Isla Morgan)
- Logistics: Logistics coordination and management (like Harry Thompson)
- Resourcing: Resource allocation and planning (like Amelia Clarke)
User Account Statuses
Section titled “User Account Statuses”All users in the system currently show as Active status.
- Active Badge: Green “Active” indicator for all operational users
- Full Access: Complete access to assigned role permissions
- Normal Operations: All system features available
- Regular Monitoring: Ongoing access and activity tracking
Additional status options for account management.
- Pending Setup: Account created, awaiting configuration
- Training: Limited access during onboarding period
- Suspended: Temporarily disabled access
- Deactivated: Permanently disabled, data retained
Account Management Features
Section titled “Account Management Features”Create new user accounts through the system interface.
- Access via “Create User Accounts” in the management menu
- Set up basic profile information and contact details
- Assign appropriate role based on job function
- Configure initial team assignments
Organize users into functional teams.
- Available through “Team Management” menu option
- Create and modify team structures
- Assign team leaders and members
- Coordinate cross-functional groups
Management actions available for each user account.
- View Details: Access complete user profile
- Edit Account: Modify user information and settings
- Change Role: Update role assignments
- Manage Status: Activate, suspend, or deactivate accounts
Current System Users (Example Data)
Section titled “Current System Users (Example Data)”System administrators and operational support.
- Evie Parker: Admin - Full system administration
- Oliver Bennett: Ops Support - Operational coordination
Senior operational management and leadership.
- Poppy Reed: Head Of Operations - Senior leadership
- Freya Turner: Deputy Head Of Operations - Leadership support
- George Davies: Ops Manager - Team management
Specialized operational roles and responsibilities.
- Isla Morgan: Static Manager - Position management
- Harry Thompson: Logistics - Resource coordination
- Amelia Clarke: Resourcing - Resource allocation
User Account Lifecycle
Section titled “User Account Lifecycle”New user account setup and initial configuration.
- Admin creates user account with basic information
- Initial role assignment based on job function
- Email configuration and system access setup
- Account appears in management table with “Active” status
Configure user permissions and team assignments.
- Assign appropriate role from available system roles
- Add user to relevant teams and groups
- Configure access permissions based on role
- Provide initial training and system orientation
Ongoing account maintenance and updates.
- Regular profile updates and role adjustments
- Team reassignments as organizational needs change
- Access reviews and permission updates
- Performance monitoring and account optimization
Account deactivation and data management.
- Status change from “Active” to “Deactivated”
- Access revocation and security cleanup
- Data handover and responsibility transfer
- Account archival for historical reference
Best Practices
Section titled “Best Practices”Access Requirements
Section titled “Access Requirements”Admin Full access to all user management features
Ops Support View-only access to user accounts and basic information
Operations Manager Can view team members and manage own profile
All Others Can view and edit own profile only
Troubleshooting
Section titled “Troubleshooting”Check role assignment and permissions for the affected user.
- Verify user role in the Account Management table
- Confirm role includes necessary permissions
- Check account status is “Active”
- Contact Admin for role adjustments if needed
Verify team assignments and user status.
- Check user’s team assignment in Team Management
- Verify account status is “Active”
- Confirm team membership is current
- Update assignments through Admin interface
Use search and filter options effectively.
- Try searching by name, email, or role
- Use “All Roles” filter to see all users
- Check pagination - user may be on another page
- Verify user account still exists and is active