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:

all

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.	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

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📜 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.

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🛠️ 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).

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🧭 Table Navigation

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Table Columns

                                                                                             

Scope: Data includes users from your current organization and all immediate child organizations.

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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

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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)

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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

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How to Resend Invitation

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"

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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

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Individual User Actions

Each user row has an Action button (three vertical dots ⋮) that opens a menu with management options.

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Action: Edit Name

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

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)

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Action: Change Role

Assign a different role to modify user's permissions.

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.

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Action: Delete User

Permanently remove a user account from Atra RMS.

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

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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.