User Management
The Users section enables complete user lifecycle management: inviting new users, assigning roles, editing user information, and managing access to Atra RMS.
Key Capabilities:
Invite new users to join Atra RMSAssign users to specific organizationsDefine user permissions through rolesEdit user names and rolesRemove users from the system

View and Manage Users
The main Users interface provides a comprehensive view of all users in your organization and immediate child organizations.
                                                                                         
Interface Actions
                                                                                                 
Action
Location
Purpose
+INVITE Button
Top-left (Teal)
Invite new user to Atra RMS
Refresh Button
Top-right
Manually update user list
Search Bar
Center
Filter by name, email, organization, or role
Filter
Top-right
Filter users by invitation status, role, and organization
Table Columns
                                                                                             
Column
Description
Example
Name
User's name with status icon
👤 Jane Doe, ⏳ John Smith, ⚠️ Mike Johnson
Email
User's login email address
jane.doe@company.com
Organization
Org name with level
ATREYO Level-1
Role
Assigned permission set
COMPANY ADMIN, MANAGER
Created On
Invitation date/time
Dec 20, 2025, 3:45 PM
Scope: Data includes users from your current organization and all immediate child organizations.
Name Column with Status Icons
The Name column displays user status through visual icons alongside the user's name.
Icon Types and Meanings
Icon 1: Account Active (✓ User Icon - Blue)
Appearance:
Blue user icon (👤)
User name displayed normally
No additional text below name
Meaning:
User successfully created their account
Account setup completed
User can log in to Atra RMS
Icon 2: Account Creation Pending (⏳ Clock Icon - Yellow)
Appearance:
Yellow clock icon (⏳)
User name displayed normally
No additional text below name
Meaning:
User has been invited
Invitation email sent successfully
User has NOT yet completed account setup
Invitation link still valid (within 24 hours)
What Happens Next:
User receives invitation email
User clicks "Set Up Password" link
User creates password
Icon changes to ✓ (Account Active)
Icon 3: Invitation Expired (⚠️ Warning Icon - Red)
Appearance:
Red warning icon (⚠️)
User name displayed
Text below name: "Invitation has been expired"
Re-Send button below caption (teal button with arrow →)
Meaning:
User was invited but did not complete setup
24-hour invitation validity period has expired
User cannot use old invitation link
Administrator/User must resend invitation
Re-Send Button Functionality
When invitation expires, a Re-Send button appears below the user's name.
Button Details:
Label: "Re-Send →" (with arrow symbol)
Colour: Teal
Location: Directly below "Invitation has been expired" text
Purpose: Send new invitation email to user
How to Resend Invitation
Steps:
Locate Expired User
Find user with ⚠️ warning icon
Look for "Invitation has been expired" text
Click Re-Send Button
Click the "Re-Send →" button below user name
System Processing
New invitation email sent to user's email address
New 24-hour validity period starts
User status updates in table
Visual Update
Icon changes from ⚠️ (expired) to ⏳ (pending)
"Invitation has been expired" text disappears
Re-Send button disappears
User now shows as "invited, pending account setup"
What Happens After Resending
User Receives:
New invitation email with fresh link
Subject: "Invitation to Join Atra RMS"
New 24-hour validity period
Old Invitation Link:
Previous invitation link becomes invalid
User cannot use old link even if they still have the email
Only new link will work
User Must:
Check email for new invitation
Click "Set Up Password" button in new email
Complete account setup within 24 hours
Create password and activate account
If User Completes Setup:
Icon changes to ✓ (Account Active)
User can now log in
Invitation system complete
Individual User Actions
Each user row has an Action button (three vertical dots ⋮) that opens a menu with management options.
Action
Purpose
Permission Required
Edit Name
Modify user's display name
Users Update
Change Role
Assign different role
Users Update
Delete User
Permanently remove user
Users Delete
Action: Edit Name
Modify a user's display name (does not affect email/login).
Steps:
Click Action button (⋮) next to user
Select "Edit Name"
Dialog opens with current name
Type new name
Click SAVE to confirm or CLOSE to discard
Input Rules:
Length: 3-40 characters
Allowed: Letters, numbers, spaces, periods (.), underscores (_), hyphens (-)
Not allowed at start/end: Period, underscore, hyphen
No consecutive special characters
Examples:
✅ Jane Doe
✅ Product-Manager
✅ User_123
❌ _Jane (starts with underscore)
❌ User..Name (consecutive periods)
Action: Change Role
Assign a different role to modify user's permissions.
Steps:
Click Action button (⋮) next to user
Select "Change Role"
Dialog displays available roles as radio buttons
Select new role (only one can be active)
Click SAVE to apply or CLOSE to abort
Available Roles:
Displays all roles created for the user's organization
Examples: ADMIN, MANAGER, VIEWER, custom roles
Effect:
User's permissions immediately update
User may need to refresh browser to see new capabilities
Previous role's permissions are revoked
⚠️ Caution: Changing a user's role affects their access to devices, VPN, and other resources. Verify the new role has appropriate permissions before saving.
Action: Delete User
Permanently remove a user account from Atra RMS.
Steps:
Click Action button (⋮) next to user
Select "Delete User"
Confirmation dialog appears
Click CONFIRM to delete or CANCEL to abort
⚠️ Critical Warnings:
Deletion is Permanent:
User account is immediately deleted
User cannot log in after deletion
Action cannot be undone
User must be re-invited to regain access
VPN Tunnel Restriction:
Cannot delete users currently in any VPN tunnel
Must first remove user from all VPN tunnels
Then deletion will be allowed
Audit Trail Preserved:
User's name remains in "Created By" and "Registered By" fields
Self-Management Prevention:
Logged-in user cannot delete their own account
Logged-in user cannot change their own role
Prevents accidental self-lockout
Table Navigation
 
Control
Purpose
Options
Rows per page
Adjust visible users
5, 10, 15, 20,25
Total Count
Display total users
"Showing 1-5 of 25"
Page Navigation
Move between pages
Previous, Next, Last, First

User Invite Guide
Invite new users to join your Atra RMS organization through a secure email invitation process.
Step 1: Navigate to Invite Form
Click "Users" in left sidebar menu
Click "+INVITE" button (Teal, top-left corner)
"Invite New User" page loads
Step 2: Complete Invitation Form
[INSERT SCREENSHOT: User_Invite_Form.png]
Fill out all required fields:
1. Name (Required)
User's full name (can be edited later).
Input Rules:
Length: 3-40 characters
Allowed: Letters, numbers, spaces, periods (.), underscores (_), hyphens (-)
Not allowed at start/end: Period, underscore, hyphen
No consecutive special characters
Examples:
✅ Jane Doe
✅ Rajesh Kumar
✅ Product-Manager
✅ User_123
2. Email (Required)
User's email address (used for login and communication).
Input Rules:
Must be valid email format
Must include @ symbol and domain
Case-insensitive
Examples:
✅ user@company.com
✅ jane.doe@organization.co.in
✅ admin@example.org
❌ usercompany.com (missing @)
❌ user@ (incomplete domain)
⚠️ Email Uniqueness:
Email must be unique across entire Atra RMS platform
Cannot invite user with email already in system
If email exists, system shows error: "Email already registered"
3. Organization (Required)
Select the organization this user will belong to.
[INSERT SCREENSHOT: Organization_Dropdown_Invite.png]
Dropdown Options:
Your current organization
All child organizations under your management
Organization Impact:
User's access scope limited to assigned organization
User inherits organizational hierarchy visibility based on role
User can only manage resources within their organization
4. Role (Required)
Select the role that defines user's permissions.
Important: Role dropdown only activates after organization is selected.
Why?
Roles are organization-specific
Different organizations may have different available roles
System must know organization to display correct role options
Available Roles:
All roles created for the selected organization
Examples: ADMIN, MANAGER, VIEWER
Step 3: Submit Invitation
Button
Color
Action
INVITE
Teal
Send invitation email
RESET
Teal outline
Clear all form fields
CLOSE
Red outline
Cancel and return to User List
Step 4: Invitation Email Sent
After clicking INVITE:
System generates secure invitation token
Email sent to provided address containing:
Invitation message
"Set Up Password" button/link
User appears in Users List with "Invited" Yellow clock icon (⏳)
You are redirected back to Users List
Email Delivery Time: Usually instant, but may take up to 5 minutes.
⚠️ If User Doesn't Receive Email:
Check spam/junk folder
Verify email address was entered correctly
Wait 10 minutes, then resend the invitation. To do this, delete the user and re-invite them via the "Invite User" form. Only perform this process if the user needs an account but the email address was entered incorrectly, or if they haven’t received the email within 10 minutes.