User Management

Inviting Users to the Group

As a Group Admin, you can add users to your group and assign them the following roles: Admin, Consumer, or Provider.

To invite users to the group:

1. Log in to the marketplace.
2. Click on ‘Users’ in the ‘User Management’ section of the left panel of the screen.
3. Click on the ‘Invite new user’ button located at the top right corner of the page.
4. Enter the relevant user details (User Email ID, Country, Role).
5. Click on the ‘Confirm’ button.
6. A success message will appear, indicating that the invitation has been sent.
7. Once the user has successfully accepted the invite:
   • Open the user record under the ‘Manage Users’ table. Toggle the ‘User Validation’ status to true.
8. Once validated, the user should be able to log in successfully to the marketplace with the provided credentials.

Deactivate Users from Group

Deactivating users will prevent them from logging in but will not delete their records from the database, making it reversible.

To deactivate the accounts of Group Users:

1. Log in to the marketplace.
2. Click on 'Users' in the 'User Management' section of the left panel of the screen.
3. Click on the user record you wish to deactivate.
4. In the ‘User Information’ section, toggle the ‘Status’ to ‘Inactive’.
5. Confirm the change when prompted.
6. A success message will appear, indicating that the user account has been deactivated.

To reactivate, simply toggle the ‘Status’ back to ‘Active’.

Delete Users from Group

With Group Admin access, you can delete a user from your group with ‘Invited’ or ‘Verified - Inactive’ status. Note that instance users with ‘Verified - Active’ status cannot be deleted and must first be deactivated. Deleting the users of the group will remove the record from the database and is not reversible.

To delete a Group user:

1. Log in to the marketplace.
2. Click on 'Users' in the 'User Management' section of the left panel of the screen.
3. Locate the user you wish to delete.
4. Click the trashcan icon next to their email.
5. Click on the ‘Confirm’ button in the pop-up message displayed. A success message will indicate that the deletion has been completed.

Update Roles of a Group User

As a Group Admin, you can modify the roles assigned to users within your group.

To update the roles of a Group User:

1. Log in to the marketplace.
2. Click on 'Users' in the 'User Management' section of the left panel of the screen.
3. Click on the user record whose role you wish to update.
   • For Admin: Under ‘User Information’, toggle the ‘Admin Role’ on or off.
   • For Provider or Consumer: Under ‘Manage Wallet’, tick or untick the checkbox corresponding to the preferred roles.
4. Confirm the change when prompted. A success message will appear, indicating that the modification is successful.

Transfer Group Owner Rights to Another Admin

As a Group Owner, you can transfer your Group Owner rights to another Admin of the group. This account cannot be deleted by other Group Admins unless the Group Owner rights have been transferred to another Group Admin.

To transfer the Group Owner rights to another Admin:

1. Log in to the marketplace.
2. Click on ‘Profile’ in the ‘Group Settings’ section of the left panel of the screen.
3. Scroll down to ‘Group Owner Transfer’ section.
4. Select the Admin you wish to transfer the Group Owner role to from the dropdown.
5. Click on ‘Save Changes’ to save your transfer.
6. Confirm the change when prompted. A success message will appear indicating that the modification is successful

Resend Invitation for Invited Users of the Group

In case a user encounters issues with the initial email invite, you can resend the invitation email.

To resend an invitation:

1. Log in to the marketplace.
2. Click on 'Users' in the 'User Management' section of the left panel of the screen.
3. Locate the user with the status ‘Invited’ needing a new invitation.
4. Click on the ‘Resend Email’ icon next to their record.
5. Click on the ‘Confirm’ button in the pop-up message displayed. A success message will appear, indicating that the invitation has been resent.