User Maintenance

PeopleX provides flexibility to configure or define access permission to users based on roles.

By default, the first user that create the account will be the super admin and will have full access to PeopleX web. This Super Administrator has the privilege to create or modify user role and change the user access as per company's requirements.

Navigate to User Management > User Maintenance to view the full list of users. If you need the listing in excel report, click Export. 

Select employee and click on view icon to view the details or edit icon to edit the employee information.

You may also deactivate or delete the users if necessary.

Note:

In this section, you can :

1. Change the user's System Role

• Click the dropdown button next to System Role to view the list of available roles.
• Choose the appropriate role from the dropdown list. Create a new role if necessary before you can select it from here.
• Next, navigate to Data Access Control to set the data access criteria, then click Add Criteria.
• At the Criteria key, click the dropdown button and select the relevant Value to define the specific data access in the pop-up window. (Note: the default condition is ‘in’ ,you may change this if necessary) 

• Click Add Criteria to include additional access rules if needed.

• Use Preview to review and verify the criteria you've set.

• Click Update to save and apply the changes

2. Grant user access to Subscription and Billing Center 

For user that required access to subscription and billing center, enable the toggle button below and set the data access criteria accordingly.

• Allow Access - Subscription
• Allow Access - Billing Center 

Learn more about user role creation or modification.