Users
The Users page lets you manage your team members — add new users, assign them roles, organize them into teams and departments, and control their access to EzPulze.
2. Capture the page showing multiple user cards in the grid layout with different roles and statuses
Save to:
static/img/screenshots/organization/users/users-page.pngUser cards
Users are displayed as cards in a responsive grid. Each card shows:
| Element | Description |
|---|---|
| Avatar | User's profile picture (or default avatar) |
| Name | User's full name |
| Email address (clickable) | |
| Role | Assigned role (e.g., Admin, Agent) |
| Status indicator | Green dot for Active, red dot for Inactive |
Card actions
Hover over a card to see the available actions:
| Action | Description | Permission required |
|---|---|---|
| View | Open user details in read-only mode | user:read |
| Edit | Open user details for editing | user:update |
| Delete | Remove the user | user:delete |
2. Capture the card with the action buttons visible
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static/img/screenshots/organization/users/user-card-actions.pngSearching and filtering
Use the filter section above the cards to find specific users.
2. Capture all filter fields: search, role, status, department, team, sort by, sort order
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static/img/screenshots/organization/users/users-filters.png| Filter | Description |
|---|---|
| Search | Search by name or role |
| Role | Filter by role (e.g., Admin, Agent) |
| Status | Filter by Active or Inactive |
| Department | Filter by department |
| Team | Filter by team |
| Sort By | Sort by Name, Role, or Status |
| Sort Order | Ascending or Descending |
Click Apply to apply the filters or Reset to clear them.
Pagination
You can display 25, 50, or 100 users per page.
Adding a user
Click the Add User button to open the user form in a slide-out panel.
2. Fill in all fields with sample data
3. Capture the full form in the slide-out panel
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static/img/screenshots/organization/users/add-user-form.pngUser fields
| Field | Required | Validation | Max length | Notes |
|---|---|---|---|---|
| Name | Yes | Minimum 3 characters | 60 | Full name |
| Yes | Must be a valid email address | 60 | Used for login. Must be unique. | |
| Mobile Number | No | Minimum 10 digits | 20 | Optional contact number |
| Department | Yes | — | — | Select from existing departments |
| Team | Yes | — | — | Select from existing teams |
| Role | Yes | — | — | Select from existing roles |
| Password | Yes (Add) | See password rules below | 60 | Required when creating a new user |
Password rules
The password must meet all of these requirements:
- At least 8 characters long
- At least one uppercase letter (A–Z)
- At least one lowercase letter (a–z)
- At least one number (0–9)
- At least one special character (!@#$%^&*)
Viewing a user
Click View on a user card to see their details in read-only mode.
2. Capture the read-only detail panel showing all user information
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static/img/screenshots/organization/users/view-user-panel.pngThe view panel shows:
- Avatar
- Name
- Email (clickable link)
- Mobile Number
- Role
- Team
- Department
- Status (Active/Inactive chip)
Editing a user
Click Edit on a user card to modify their details.
2. Capture the edit form showing the Status dropdown and the optional password field
Save to:
static/img/screenshots/organization/users/edit-user-form.pngWhen editing a user, the form is the same as adding a user, with these differences:
| Difference | Details |
|---|---|
| Password is optional | Leave blank to keep the current password. If you enter a new password, the same rules apply. |
| Status field appears | You can change the user's status to Active or Inactive |
You cannot edit Super-Admin users. The Super-Admin account is system-protected and can only be modified by the Super-Admin themselves.
Deleting a user
Click Delete on a user card, then confirm the deletion in the dialog.
Deleting a user removes their account permanently. They will no longer be able to log in. This action cannot be undone.
You cannot delete a user who is currently assigned to active campaigns. Reassign or complete their campaigns first.
User statuses
| Status | Description | Effect |
|---|---|---|
| Active | User can log in and use EzPulze | Full access based on their role |
| Inactive | User cannot log in | Account exists but is disabled. Useful for temporary suspension. |
To change a user's status, edit the user and update the Status field.
Tips
- Use descriptive names — Full names make it easy to identify team members in chat assignments and reports
- One role per user — Each user has exactly one role. Create roles that match your organizational needs.
- Deactivate instead of delete — If someone leaves temporarily, set their status to Inactive instead of deleting their account
- Assign teams and departments — This helps with filtering in Chat and Reports. Agents can be filtered by team or department.
- Strong passwords — Enforce strong passwords for all users, especially those with Admin roles