Change User Details and User Role

This user guide provides a step-by-step guide with screenshots on how to change user details and user roles within the platform. Updating user details and roles helps maintain accurate records and ensures that users have the correct permissions to perform their tasks.

Prerequisites:

• You must have administrative privileges to change user details and user roles.

• Ensure that you are logged in to the platform.

Step 1: Access User Management

1. After logging in, locate the “Account Settings” option on the left side of the interface, typically within the main menu or a collapsible sidebar, and click on it.

   

2. Then, you should see more options. Locate the “User Management” option on the left side of the interface, typically within the main menu or a collapsible sidebar.

   

3. Click on “User Management” or a similar option to access the user management page.

   

Step 2: Locate the User to be Updated

1. On the User Management page, you will see a list of users registered on the platform.

2. Find the user whose details you wish to update from the list.

   

Step 3: Access User Details

1. Once you have located the user to be updated, click on the table with the data of the selected user. You will be redirected to the User Details page.

   

Step 4: Edit User Details

1. On the User Details page, locate and click the “Edit User Details” green text labeled with a pen icon, or a similarly labeled option, usually found near the user's details or at the top right corner of the page.

   

2. Update the user's details as necessary, such as their name (Name of the User), email address (The User Email Address. This Email address will be used for logging in to the system and for any communication purposes), role (such as Admin, Developer, User, User_RW, etc.), or any other relevant information. The available roles and their associated permissions are listed below:

   1. Admin: The admin has complete control over the account. This role has the ability to:

      1. View Data and Stats

      2. Charge Payments

      3. Modify Data

      4. Add/Remove Users

      5. Access/Modify/Revoke API Keys

      6. Modify Bank Details

   2. Developer: This role has the ability to:

      1. View Data and Stats

      2. Charge Payments

      3. Modify Data

      4. Access/Modify/Revoke API Keys

   3. Read/Write User (User_RW): This role has the ability to:

      1. View Data and Stats

      2. Charge Payments

      3. Modify Data

   4. Read-Only User (User): This role has the ability to:

      1. View Data and Stats

         

3. Once you have finished updating the user's details, click the “Update User” green button or a similarly labeled option to save the changes.

   

Step 5: Verify the Changes

1. After saving the changes, you should be returned to the User Details page.

2. The user, whose role has been changed, should receive an email notification with the updated access level:

   

3. Verify that the updated user details and role are correctly displayed on the User Details page.

Remember to review your user management settings periodically to ensure that users have appropriate permissions and roles. Regularly updating user details and roles helps maintain accurate records and enhances the security and integrity of your platform.