# User Management

Last updated on : 21 Jan 2025

## Overview

The User Management module empowers system-admin to manage newly registered users,manage teams,and change user profiles.

## Prerequisites

* User should have a registered account
* User should have System-admin access

### 1. Pending Registration

This enables system-admin to perform below mentioned activities

A. Approval of new user signup
B. Rejection of new user signup

> **Danger:**
>
> Important Note
>
> * Once a user is rejected, the user has to register again.
> * If system-admin don't take any action then it will show Approval Pending.
> * Once the system-admin rejects the user, the record will be deleted from the list and then he/she will have to register again and send a new user request to get it approved.

  [Video: User Management](https://www.youtube.com/watch?v=n5tO4JYv-oc)

### Steps to Approve and Reject Users:-

* Login to the registered account.
* On the left control panel, click on "System Admin" under Management as shown in the video.
* Click on User Management tab and then click on "Users"
* To “Approve” any new signup, click on the tick icon for a particular user.
* To “Reject” click on the Cross Icon for a particular user. Rejected user will be removed from the list

## 2. Team Management

Using Team Management, system-admin can create a team by promoting the approved user as Admin. While promoting a default team name will be assigned for the promoted admin

> **Danger:**
>
> Important Note
>
> * System Admin can promote any approved user as a Team Admin.
> * Default assigned team-name can be edited by team-admin if required.

### Steps

Click on "Create Team "as shown in below screenshot

![](https://www.pcloudy.com/docs/img/Private%20Cloud/1.png)

![](https://www.pcloudy.com/docs/img/Private%20Cloud/2.png)

A pop up will appear which consist of two fields

a) Select Admin:
\- It consists of the name of all approved users.
\- System admin can choose the name whom he/she wishes to promote as admin.

b) Team Name:

```
After selecting the name a default team name will be assigned which can further be edited by Admin
```

> **Info:**
>
> Note
>
> * Here system admin can create up to 7 teams by clicking on the Create Team button.
> * Number of teams is configurable, as per the need we can increase or decrease the number.

## 3. Assign Role

This feature enables System-admin to assign another user as system-admin. This is needed to manage the cloud in the absence of current system-admin

> **Danger:**
>
> Important Note
>
> * All System Admins have the same privilege.
> * There is an upper limit on the no of System Admins (e.g. 5).
> * There will be minimum one System Admin.
> * All System Admins will be informed by email if any action has taken place here at the System Admins level

  [Video: User Management (2)](https://www.youtube.com/watch?v=Q7oy5zdkdts)

### Steps to add new system admin

* Go to Assign Role tab
* Click on the "Add System Admin" button. A pop up window will appear.
* Enter the email ID in the new window and click on "Add".
* To remove the system admin click on the cross icon under Action.

## 4. Users

This enables System-admin to view all registered users on the cloud.System-admin will get a list of all the users with their details like Email, Credits, Type(user type-admin,user,system-admin), Team Name and Action.

If the System Admin goes on leave then he/she can make any User/Team Admin as System Admin.

### A) Steps to demote any user.(For e..g team-admin demoted to user.)

* Navigate to users tab
  ![](https://www.pcloudy.com/docs/img/Private%20Cloud/3.png)
* System admin can filter the user list by their role. To do that, he/she need to click on All dropdown list next to the refresh button as shown in the screenshot below.
  ![](https://www.pcloudy.com/docs/img/Private%20Cloud/4.jpg)
* In the drop-down list, System admin can select the role type, for example, if he/she chooses Admin then it will show a list of all the Admins only.

### B) Steps to Demote any registered user

1. Under users tab system-admin can get a list of all the users with their details like Email, Credits, Type(user type-admin,user,system-admin), Team Name and Action.
2. Click on (down-arrow) icon present under Action tab to demote the current user type.

> **Info:**
>
> Note
>
> * If there is a single Team Admin in a team then that Team Admin cannot be demoted unless the team is dissolved.
> * System admin can also Demote a Team Admin to a lower role by clicking on the down arrow.
> * System-admin cannot be demoted

### C) Steps to Deactivate any registered user.

1. System-admin can see a list of all the users with their details like Email, Credits, Type(user type-admin,user,system-admin), Team Name and Action
2. Click on “Deactivate” present under Action tab to deactivate

> **Info:**
>
> Note
>
> * Once the user is deactivated, the record goes to Pending Registration
> * Team admin having can first be demoted and then deactivated