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

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

Related