The User Management section of the Institutional Dashboard allows Institutional Admins to view, add, and manage all users associated with their institution. This ensures that each engagement is supported by the right team members with the correct access and roles.
1. Overview of the User Management Page
At the top of the User Management page, you will see key user statistics:
- Total Users – The total number of users linked to your institution.
- Administrators – Number of users with administrator-level permissions (e.g., Institutional Admin, Primary Admin).
- Active Users (Last 30 Days) – Users who have recently logged in or participated in activities.
These metrics provide a quick snapshot of user activity within your institution.
2. Searching and Filtering Users
You can search for users using the search bar, by entering their:
- Name
- Email address
You can also adjust how many users to display using the pagination menu (e.g., 10 users per page) and export the user list using the Export button.
3. User List Details
Each user entry displays the following information:
- User Name and Email
- Country (displayed if the user has set this in their profile)
- Last Login (e.g., Never or a timestamp)
- Role (Primary Admin, Institutional Admin, or other assigned roles)
- Status (e.g., Active, Verified, Primary Admin)
These labels help you understand each user’s access level and current activity.
4. User Roles
Roles determine what actions a user can perform:
- Primary Admin – Highest level within the institution; can manage engagements, users, and settings.
- Institutional Admin – Can create and manage engagements and view institutional activities.
You may see multiple users marked as both Primary Admin and Institutional Admin, depending on your institution’s structure.
5. Adding a New User
Click the Add User button to create a new user. You will be prompted to provide:
- Full Name
- Email Address
- Gender (optional)
- Role
If the selected role is Institutional Admin, an additional field will appear to assign the user to your institution.
Once saved, the user will receive an email confirmation to activate their account and set their password.
6. Editing or Updating a User
To modify a user’s details, select their profile from the list. You can update:
- Name
- Country
- Role
- Account status
You can also deactivate or reactivate a user based on institutional needs.