Users Management
The Users section gives administrators a central place to view and manage all platform users in JMS.
This page is used to check user details, confirm roles, review team assignments, see login activity, and manage user access when needed.
All Platform Users
Section titled “All Platform Users”The main table shows all users currently available in the system.
Each row represents one user and includes important account information such as:
- ID: The user’s system ID
- First Name: The user’s name
- Email: The email address linked to the account
- Role ID: The internal role number assigned to the user
- Role: The user’s access role, such as implementation, super admin, or franchise owner
- Teams: The teams the user belongs to
- Last Login: The most recent login date and time
- Active Status: Shows whether the user is online, offline, busy, or in another status
This view helps administrators quickly understand who has access to the platform and how each user is currently set up.
Actions menu
Section titled “Actions menu”The menu in the top-right corner provides additional user management options.
From this menu, administrators can:
- Add New User: Create a new platform user
- Export Users: Download or export the user list for reporting or record keeping
These actions help administrators maintain the user list without needing to leave the page.
Create New User
Section titled “Create New User”The Create New User form is used to add a new person to JMS.
The form includes:
- First Name
- Last Name
- Password
- Hired Date
- Birthday
- Department
- Designation
- Role
- Franchise
- Owner option
- 3rd Party Partner option
Required fields are marked with an asterisk. These are the details that must be completed before the new user can be submitted.
The role and franchise fields are important because they help define what the user can access and where they belong in the organization.
Viewing user details
Section titled “Viewing user details”Selecting a user opens the user profile details panel.
This panel gives a fuller view of the account, including identity, contact, role, team, security, and access information.
The user details may include:
- User ID
- Tenant ID
- Organization ID
- Last login
- First name and last name
- Email address
- Phone number
- Job title
- Department
- Designation
- Location
- Hired date
- Birthday
- Role
- Franchise
- Profile lock status
- Account enabled status
- Presence
- Availability
- Teams
This view is useful when administrators need to confirm a user’s setup or investigate account-related questions.
Editing a user
Section titled “Editing a user”The Edit button allows administrators to update user information.
This may be used when a user changes departments, receives a new role, moves to a different franchise, or needs their profile information corrected.
Deleting a user
Section titled “Deleting a user”The Delete button is available from the user details panel.
This should be used carefully, because removing a user may affect access, ownership, assignments, or historical records linked to that user.
Password reset
Section titled “Password reset”The Send password reset email button allows administrators to help users regain access to their account.
This is useful when a user forgets their password or needs to securely reset their login details.
Summary
Section titled “Summary”The Users section helps administrators manage people who have access to JMS.
Use this page to:
- View all platform users
- Check user roles and teams
- Review login and activity status
- Add new users
- Export the user list
- Open a user profile
- Edit user information
- Send password reset emails
- Remove users when required
This section is important for keeping user access accurate, organized, and secure.