User Management

Create and manage user accounts in Alpha Platform.

User Accounts

User Information

Inviting Users

Send Invitation

1. Go to Administration > Users
2. Click Invite User
3. Enter:
   • Email address
   • Name
   • Role
   • Subsidiaries
4. Send invitation

Invitation Process

1. Email sent to new user
2. User clicks accept link
3. User sets password
4. Account activated

Managing Users

Viewing Users

See all users:

• Search by name/email
• Filter by role
• Filter by status

Editing Users

1. Open user record
2. Modify:
   • Name
   • Role
   • Subsidiaries
3. Save

Deactivating Users

When users leave:

1. Open user
2. Click Deactivate
3. User cannot log in
4. Records preserved

User Status

Managing User Access

Beyond roles, users can be granted access to specific resources. Access controls where a user can work, while roles control what they can do.

Access Types

Configuring User Access

1. Go to Administration > Users
2. Open the user
3. Click Manage Access
4. Configure:
   • Full Access toggle
   • Subsidiary Access via tree selection
   • Project Access via multi-select

Access Inheritance

Subsidiary access follows a hierarchy:

• Access to a parent subsidiary grants access to all children
• Project access has no inheritance (must be explicitly assigned)

See Access Control for complete details on the access system.

Password Management

Reset Password

If user forgets:

1. User requests reset
2. Or admin forces reset
3. Reset email sent

Force Password Change

For security:

1. Open user
2. Click Force Password Change
3. User must change on next login

Session Management

Active Sessions

View user sessions:

• Device/browser
• Last activity
• Location

End Sessions

Terminate user sessions:

1. Open user
2. Go to Sessions
3. Click End Session

User Audit

Activity Log

View user actions:

• Logins
• Changes made
• Documents accessed

Best Practices

• Use email invitations
• Assign appropriate roles
• Review access regularly
• Deactivate promptly when needed

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