# View and Manage Users

The main Users interface provides a comprehensive view of all users in your organization and immediate child organizations.

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/MBUimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/MBUimage.png)

---

#### Interface Actions

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/6r2image.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/6r2image.png)

<div align="left" dir="ltr" id="bkmrk-action-location-purp"><table border="1" style="border-collapse: collapse; border-style: solid;"><colgroup><col width="132"></col><col width="108"></col><col width="290"></col></colgroup><thead><tr><td>Action

</td><td>Location

</td><td>Purpose

</td></tr></thead><tbody><tr><td>+INVITE Button

</td><td>Top-left (Teal)

</td><td>Invite new user to Atra RMS

</td></tr><tr><td>Refresh Button

</td><td>Top-right

</td><td>Manually update user list

</td></tr><tr><td>Search Bar

</td><td>Center

</td><td>Filter by name, email, organization, or role

</td></tr><tr><td>Filter

</td><td>Top-right

</td><td>Filter users by invitation status, role, and organization

</td></tr></tbody></table>

</div>---

#### Table Columns

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/0RHimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/0RHimage.png)

<div align="left" dir="ltr" id="bkmrk-column-description-e"><table border="1" style="border-collapse: collapse; border-style: solid; width: 74.2857%; height: 178.781px;"><colgroup><col style="width: 16.8269%;" width="105"></col><col style="width: 33.8141%;" width="211"></col><col style="width: 49.1987%;" width="307"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Column

</td><td style="height: 29.7969px;">Description

</td><td style="height: 29.7969px;">Example

</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Name

</td><td style="height: 29.7969px;">User's name with status icon

</td><td style="height: 29.7969px;">👤 Jane Doe, ⏳ John Smith, ⚠️ Mike Johnson

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Email

</td><td style="height: 29.7969px;">User's login email address

</td><td style="height: 29.7969px;">jane.doe@company.com

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Organization

</td><td style="height: 29.7969px;">Org name with level

</td><td style="height: 29.7969px;">ATREYO Level-1

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Role

</td><td style="height: 29.7969px;">Assigned permission set

</td><td style="height: 29.7969px;">COMPANY ADMIN, MANAGER

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Created On

</td><td style="height: 29.7969px;">Invitation date/time

</td><td style="height: 29.7969px;">Dec 20, 2025, 3:45 PM

</td></tr></tbody></table>

</div>**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.

<span style="color: rgb(0, 0, 0);">**Icon Types and Meanings**</span>

<span style="color: rgb(0, 0, 0);">**Icon 1: Account Active (✓ User Icon - Blue)**</span>

**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

---

<span style="color: rgb(0, 0, 0);">**Icon 2: Account Creation Pending (⏳ Clock Icon - Yellow)**</span>

**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)

---

<span style="color: rgb(0, 0, 0);">**Icon 3: Invitation Expired (⚠️ Warning Icon - Red)**</span>

**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

##### <span style="color: rgb(0, 0, 0);">Re-Send Button Functionality</span>

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/qwlimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/qwlimage.png)

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

---

<span style="color: rgb(0, 0, 0);">**How to Resend Invitation**</span>

**Steps:**

1. **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"

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/PsLimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/PsLimage.png)

---

<span style="color: rgb(0, 0, 0);">**What Happens After Resending**</span>

**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.

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/NyTimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/NyTimage.png)

<div align="left" dir="ltr" id="bkmrk-action-purpose-permi"><table border="1" style="border-collapse: collapse; border-style: solid;"><colgroup><col width="103"></col><col width="192"></col><col width="158"></col></colgroup><thead><tr><td>Action

</td><td>Purpose

</td><td>Permission Required

</td></tr></thead><tbody><tr><td>Edit Name

</td><td>Modify user's display name

</td><td>Users Update

</td></tr><tr><td>Change Role

</td><td>Assign different role

</td><td>Users Update

</td></tr><tr><td>Delete User

</td><td>Permanently remove user

</td><td>Users Delete

</td></tr></tbody></table>

</div>---

**Action: Edit Name**

Modify a user's display name (does not affect email/login).

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/bh5image.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/bh5image.png)

**Steps:**

1. Click **Action button** (⋮) next to user
2. Select **"Edit Name"**
3. Dialog opens with current name
4. Type new name
5. 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.

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/VzZimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/VzZimage.png)

**Steps:**

1. Click **Action button** (⋮) next to user
2. Select **"Change Role"**
3. Dialog displays available roles as radio buttons
4. Select new role (only one can be active)
5. 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.

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/w7Mimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/w7Mimage.png)

**Steps:**

1. Click **Action button** (⋮) next to user
2. Select **"Delete User"**
3. Confirmation dialog appears
4. 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**

[![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/Naiimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/Naiimage.png)

<div align="left" dir="ltr" id="bkmrk-control-purpose-opti"><table border="1" style="border-collapse: collapse; border-style: solid;"><colgroup><col width="127"></col><col width="150"></col><col width="208"></col></colgroup><thead><tr><td>Control

</td><td>Purpose

</td><td>Options

</td></tr></thead><tbody><tr><td>Rows per page

</td><td>Adjust visible users

</td><td>5, 10, 15, 20,25

</td></tr><tr><td>Total Count

</td><td>Display total users

</td><td>"Showing 1-5 of 25"

</td></tr><tr><td>Page Navigation

</td><td>Move between pages

</td><td>Previous, Next, Last, First

</td></tr></tbody></table>

</div>