Roster Management

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Overview

The Roster Management page provides a centralized interface to view, add, and manage users across departments and roles. It allows administrators to ensure proper access control, and maintain an up-to-date employee directory.

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User Management is restricted to users with Administrator or Manager level authentication. Managers can only manage users within their own department.

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Add User

Administrators can create new user by clicking on + New User in the top right corner of the Roster Management page to open the Add Personnel form.

Add Personnel Form

Add User Interface

Fill in all required fields marked with * before clicking the Save button at the bottom of the form. If any required fields are missing, they will be highlighted with a red border and must be completed before proceeding.

Required Fields

Denoted with *

Field	Description	Input Type
First Name*	User's given name.	Text input
Last Name*	User's family name.	Text input
Department*	Department the user belongs to.	Dropdown
Gender*	User's gender identity.	Dropdown
Enter New Password*	Temporary password for user to log in.	Password input
Confirm Password*	Must match the new password.	Password input

Optional Fields

Field	Description	Input Type
Phone Number	User’s contact number.	Text input
Email	User’s email address.	Text input
Employee #	Internal employee ID.	Text input
WeChat ID	Optional messaging ID.	Text input
Roles	Role that define system access.	Dropdown
Image	Upload user profile photo.	File upload
Certificates	Attach any relevant documents.	File upload

Once the user is successfully created, a popup window with username will appear, please note down the username and password and let user to sign in using them.

Edit User Details

On User Management-Roster page, administrators can edit a user account details by clicking on user they want to make changes to and click Edit Account Button to open the Edit Account form.

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Users with desktop access can can also edit their own information by click the human icon on the left bottom of the navigation bar. They can edit and update their password.

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Add Personnel Form

Edit User Details Interface

Required Fields

Denoted with *

Field	Description	Input Type
First Name*	User's given name.	Text input
Last Name*	User's family name.	Text input
Department*	Department user is assigned to.	Dropdown
Gender*	User's gender identity.	Dropdown
Username*	Unique system username.	Text input

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Optional Fields

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Once saved, the changes will be immediately reflected in the User Detail view.

Assign User Role

On User Management-Roster page, administrators can assign user roles within a department by clicking on user they want to make changes to and click Edit Roles Button to open the Edit Role/Permission form. Select one role and click Save.

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Edit Role/Permission Form

Different Roles

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This page streamlines user administration, supports compliance with role-based access.

Deactivate User

If a user no longer needs access to the system—due to departure or inactivity—you can deactivate their account to revoke all access. On User Management-Roster page, administrators can deactivate user roles by clicking on the user you wish to deactivate to open the User Detail page, and click the Deactivate User button.

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