User Management

Manage users, roles, and access permissions from the User Management section.

• Add, edit, and delete users.

• Assign roles and manage access levels.

8.1 Users

Steps to Create a New MSP User

Step 1 Click Add User.

Step 2 Enter Username.

Step 3 Enter Email Address.

Step 4 Select User Role: MSP Admin or MSP Viewer.

Step 5 Select User Status: Active or Inactive.

Step 6 Click Save User.

To Edit or Delete a user, use the action column in the Users table. Editable fields include:

• First Name

• Last Name

• Role

• Status

8.2 Roles

Create and manage access roles including Admin and Viewer. System-created roles cannot be edited or deleted, but custom roles can be created to meet specific requirements.

Steps to Create a Custom Role

Step 1 Click Add Role.

Step 2 Enter Role Name.

Step 3 Enter Role Description.

Step 4 Select Role Permissions: Read, Write, Delete, All — per specific module.

Step 5 Click Save Role.

The custom role will be visible in the Role Table.