View and Manage Users

The Users tab is located in the left sidebar. It allows you to view, edit usernames, change user roles, and invite new users from your Atra-RMS account.

 

🛠️ Main Users Interface Actions

The main UserUsers interface provides several actions to manage Users:

Action Description Location Invite Button Click this to open the form for inviting a newcomprehensive user to the Atra-RMS. Primary action area Refresh Button Manually updates the listview of Users.all Primary action area Search Bar Allows you to quickly find a user by typingusers in keywordsyour (e.g.,organization name,and email,immediate organization,child or role). Search area Filter Currently not available. N/A

---

📜 Users List (Table View)

organizations.

The list                                                                                        displays essential information about all Users.

Column

Description

Name

The user's full name.

Email

The user's login email address.

Organization

The organization the user belongs to, including its level (e.g., ATREYO DEMO Level-1).

Role

The specific role assigned to the user (e.g., COMPANY ADMIN).

Created On

The date and time the user was invited.

---

🛠️ Individual User

Interface Actions

Next to                                                                                                each user entry, there is an Action button (three vertical dots) that opens a menu for specific user management tasks:

Edit Name: Modify the user’s name.

Change Role: Select and assign a different role to the user.

Delete User: Permanently delete the user’s account.

Note: A logged-in user is prevented from performing critical self-management actions, such as deleting their own account or changing their assigned role.

The data includes information from your current organization and all immediate child organizations (i.e., the 2nd-level organizations).

---

🧭 Table Navigation

---

Table Columns

                                                                                             

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: 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

Enter the New Name: Click inside the text field displaying the current name, delete it, and type the new user name.

Confirm the Change: Click the SAVE button to update the user’s name.

🔄 Change Role

🗑️ Delete User

Purpose: Permanently delete the user account from Atra-RMS.

CONFIRM: Clicking this button will permanently delete the selected user. This action is irreversible.

Ensure you have selected the correct user before clicking CONFIRM.

User deletion is restricted if the user is currently in any VPN Tunnel. You must first remove the user from all associated VPN Tunnels before deletion.

After deletion, the user’s name will still appear in fields such as "Created By" or "Registered By" for any items they previously created or registered.