User Management

📋 User List

On this page, you can view the existing users in the Koala system. Client users can only view their own users.

Filter fields:

• Client

• Role

• User Id

• Email

• First Name

• Last Name

• Phone

• The + Create New button at the top left opens the user creation screen.

• A search box is available at the top right.

• You can click the pencil icon to update a user.

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➕ Create New User

A modal window to add a new user.

Required fields:

• Name

• Surname

• Email

• Country

• Time Zone

• Locale

• Tenant selection is determined when assigning roles.

• Click Save to create the user.

🚨 After the user is created, at least one role must be assigned. A user without a role cannot exist in the system.

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📝 Update User

The screen to edit an existing user.

Editable fields:

• Name
• Surname
• Country
• Locale
• Time Zone
• Deleted?
• Active?

⚠️ Email and Tenant cannot be changed here; they are only displayed.

• At the bottom, the roles assigned to the user are listed.

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👥 Role Management

Used to add or remove roles for the user.

• Click the Manage User Roles button to open it.
• Displays the user’s associated tenant, current roles, and role details.
• New roles can be assigned, and existing roles can be removed.

🚨 The user must have at least one role. A user without a role cannot be active in the system.