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Atria - Admin Guide: User Management

Atria - Admin Guide: User Management

Purpose:

This guide provides instructions for administrators to manage users within the Atria App. As an administrator, you can create new users, modify their profiles, check their status, delete user accounts and provide dashboard access. Atria App URL:

https://www.atria.milvian-amzl.com/

1. Accessing the Admin Panel

If you have administrator privileges:

  • In the App: After logging in, you'll see a "Admin Panel" component on the main screen. Click this button to navigate to the Admin Dashboard. or Click on the three-dot menu on the left sidebar. There, you’ll find the Admin Panel option. Click on it to access the Admin Dashboard.

2. Understanding User Statuses

User accounts can have different statuses, indicating their current state in the system:

  • Active (✅ CONFIRMED): The user has successfully logged in and set their password.

  • Change Password (🔐 FORCE_CHANGE_PASSWORD): This status indicates that the user was created with a temporary password or requires a password reset. The user must log in with their temporary password and will be prompted to change it immediately to gain full access.

3. Creating a New User

To create a new user account:

  1. On the User Management screen, click the "Create New User" button.

  2. A "Create New User" modal will appear. Fill in the following details:

  • Email Address : Enter the user's email address. This will be their primary login ID.

  • Company Name : Enter the company the user belongs to.

  • Profile : Select the user's role:

    • Admin: Grants the user full administrative privileges, including access to this Admin Panel.

    • Installer: Grants the user installation and monitoring access.

    • Monitor: Grants the user monitor access.

    • Surveyor: Grants the user surveying and monitoring access.

    • Provisioner: Grants the user provisioning access.

  • Temporary Password (optional): You can leave this field blank for an auto-generated secure password, or enter a temporary password manually. If left blank, the system will generate one.

  • *Password Policy*: Minimum 8 characters with at least 1 uppercase, 1 lowercase, 1 number, and 1 special character.

  • Send welcome email with credentials: 

    • Checked (default): The system will automatically send a welcome email to the user\'s email address containing their login credentials (including the temporary password if applicable).

    • Unchecked: No welcome email will be sent. You will need to manually share the temporary password with the user. The temporary password will be displayed in a success message after creation if this option is unchecked.

  1. Click the "Create User" button. 

  2. A success or error message will be displayed. If successful, the new user will appear in the user list.

4. Viewing User Details

To view comprehensive details of a user account:

  1. Locate the user in the User Management table.

  2. Click the "Details" button in the "Actions" column for that user.

  3. A "User Details" modal will open, displaying their email, company, profile, status, creation date, last modified date, and account enabled status.

5. Editing an Existing User

To modify a user's company or profile:

  1. Locate the user in the User Management table.

  2. Click the "Details" button in the "Actions" column for that user.

  3. In the "User Details" modal, click the "✏️ Edit User" button.

  4. An "Edit User" modal will appear. You can modify:

  • Company Name : Update the user's company.

  • Profile: Change the user's role

  • *Note: The Email Address and User Status fields are read-only and cannot be changed.

6. Click the "Update User" button to save changes.

  1. A success or error message will be displayed.

6. Deleting a User

To permanently delete a user account:

  1. Locate the user in the User Management table.

  2. Click the "Details" button in the "Actions" column for that user.

  3. In the "User Details" modal, click the "🗑️ Delete User" button. (Alternatively, you can click the "Delete" button directly from the main table if available).

  4. A "Confirm Delete" modal will appear. This action cannot be undone.

  5. Click "Delete User" to confirm the deletion. 

  6. A success or error message will be displayed, and the user will be removed from the list.

7. Searching and Filtering Users

Use the search bar at the top of the User Management table to quickly find users:

  1. Enter an email address or company name into the search box.

  2. The table will dynamically filter to show only matching users.

  3. Click the "✕" button in the search bar to clear the search and view all users again.

8. Providing Dashboard Access to Users

  1. Locate the user in the User Management table using the search bar.

  2. Click the "Details" button in the "Actions" column for that user.

  3. In the "User Details" modal, click the "Edit User" button.

  4. An “Edit User” modal will come up

  5. Scroll down to the “Dashboard Tags” section. It will appear as shown below:

  1. Dashboard access is controlled using oval-shaped tag buttons. Grey indicates the user does not have access. Blue indicates the user has access.

  2. To grant access to a specific dashboard, click a grey tag - it will turn blue. Once updated, the user will be able to see the corresponding dashboard card under the Device Dashboard applet in Atria.

  3. To revoke access to a specific dashboard, click the “X” on a blue tag - it will turn grey again. Once updated, the user will no longer be able to see the corresponding dashboard card under the Device Dashboard applet in Atria.

  4. Click “Update User” to save the changes.

  5. A success or error message will appear confirming whether the update was successful.