Create and Manage Members

This guide covers how to create new users and manage existing users in Turfpal.

Inviting New Member

Accessing the New User Form

1. Navigate to "Settings & Configuration" -> "Organisation" -> "Teams & Members".
2. Click on "+ Invite Member" button in the top left corner to open the New User form.

Filling Out the Form

The New User form is divided into several tabs. We'll focus on the "Identification" tab.

Identification

1. Active: Toggle this switch on if you want the user account to be immediately active.
2. Enable two factor authentication: Toggle this on to require two-factor authentication for this user.
3. First name and Last name: Enter the user's full name.
4. Username: Create a unique username for the user.
5. Role: Select the user's role from the dropdown menu.
6. Team: Select or create the team(s) the user belongs to.
7. Email: Enter the user's email address.
8. Phone number: Enter the user's phone number.
9. Upload images: Click "Select file" to upload a profile picture.

note

Fill out the "Address", "Experience and education", and "Attachments" tabs as needed for a complete profile.

Saving the New User

Click the "Save" button at the top of the form to create the new user.

Managing Existing Users

Accessing User Management

1. Go to the "Users" section under "Settings".
2. You'll see a list of all existing users.

Editing a User

1. Click on a user's name in the list to open their profile.
2. Make necessary changes in any of the tabs.
3. Click "Save" to apply the changes.

Deactivating a User

1. Open the user's profile.
2. Toggle the "Active" switch to off.
3. Click "Save" to deactivate the user.

Managing Teams

Teams are managed through individual user profiles:

1. To create a new team, type a new team name in the "Team" field when editing a user.
2. To add a user to an existing team, select the team from the dropdown.
3. To remove a user from a team, delete the team from their profile.

tip

When adding multiple users to the same team, create the team for the first user, then select it from the dropdown for subsequent users.

Managing Roles and Permissions

1. Open the user's profile.
2. Change the "Role" selection as needed.
3. Adjust any role-specific permissions in the relevant sections.

Bulk Actions

For bulk actions on multiple users:

1. Use the checkboxes to select users in the user list.
2. Use the bulk action dropdown to perform actions like deactivating users or changing roles.

Best Practices

1. Regularly review user accounts and deactivate those no longer needed.
2. Use consistent naming conventions for usernames.
3. Assign roles and permissions based on the principle of least privilege.
4. Encourage users to set up two-factor authentication for enhanced security.

caution

Be careful when assigning roles and access permissions. It's crucial to give users the appropriate level of access for their job functions while maintaining system security.