Resources Module

The Resources Module allows users to manage team access and permissions within the application. Only users with the appropriate administrative rights can add or modify system users. The module ensures role-based access control, allowing customization of permissions, notifications, and status settings.

Resources Module Overview

When accessing the Resources Module, users will see a tracker-style table view displaying all active system users. The table format provides:

• Search functionality – Locate specific users by name, role, or status.
• Filtering options – Sort users based on role type, active/inactive status, or other available fields.
• Customization – Modify displayed fields in the tracker view by navigating to Settings > Modules > Configure Module and selecting the relevant options. Important: There is a Director Role in the system, assigned to a single user. This role cannot be removed and remains permanently in the system.

Adding a New User

To add a new user to the system:

1. Navigate to the Resources Module and click the ‘+ Add’ button.
2. A pop-up window will appear prompting the user to enter details, including:

• Full Name – Enter the user’s complete first and last name.
• Email Address – Required for notifications and login verification.
• E2E Role – Select the appropriate permission level for the user.
• Status – By default, users are set to Active but can be toggled to Inactive when they leave the company.

3. Click Save to confirm the new user. Once added, the user will appear in the Resources tracker view and will receive system access based on their assigned role.

E2E Roles & Permissions

When adding a new user, it's essential to assign the correct E2E Role to define their system permissions. Roles control access to functions such as:

• Administrative privileges – Ability to add/remove users, configure settings, or modify business rules.
• Data modification – Ability to create, update, and delete records.
• Export rights – Permission to generate and download data reports. If a user leaves the company, administrators must change their status by:

1. Selecting the user from the Resources tracker view.
2. Toggling the Status field from Active to Inactive.
3. Saving changes to ensure the user no longer has system access.

Notification Preferences & Subscription Management

Users can customize how they receive system updates in the Preferences Grouping section. This allows selection of:

• Email Notifications – Receive alerts for system updates, assigned requests, and administrative notices.
• E2E Tidings – Internal notifications that appear as pop-ups in the ribbon bar at the top of the screen. These are used for tracking Requests, Reminders, and other system updates.

Managing & Updating Users

Once a user is added, administrators can:

• Edit user details – Modify roles, email addresses, or access permissions.
• Deactivate users – Change the status to Inactive to revoke access.
• Export user data – Generate reports on system users by clicking the Export button in the Resources Module.