Team

Overview

The Team Page is a central hub for managing users and their roles within the system. It enables administrators to add, edit, delete, and organize user accounts efficiently.

Value to IT and Security Engineers

• Simplified User Management: Provides an intuitive interface for handling user accounts and roles.

• Enhanced Security: Ensures users have appropriate permissions based on their roles, minimizing risks.

• Streamlined Operations: Facilitates better team organization and accountability.

Layout

The Team Page displays users in the form of cards, with each card containing:

• UserID: A unique identifier for the user.

• Email: The user’s registered email address.

• Phone: The user’s contact number.

• Group: The group the user belongs to.

• Persona: The assigned role or access level for the user.

• Edit and Delete Buttons: Actions to modify or remove the user.

User Views

The user can change the view of the Team page by clicking on toggle button at the top right of the page. By default, the page shows users in a grid view.

Grid View

• Offers a visual representation of user data with cards.

• Highlights key user details and allows easy interaction.

• Suitable for reviewing individual user profiles at a glance.

List View

• Displays user details in a tabular format.

• Provides an overview of user names, roles, groups, and statuses.

• Ideal for quick searches and bulk updates.

Managing Users

Adding a New User

1. Click the Add User button.

2. Fill in the required fields: UserID, email, phone, group, and persona.

3. Assign appropriate permissions or a group.

4. Save the user information.

Editing User Information

1. Click the Edit button on a user’s card.

2. Update fields such as personal information or a group. Password can also be reset.

3. Save the changes.

Deleting a User

1. Click the Delete button on a user’s card.

2. Confirm the deletion.

3. Note: Ensure no critical tasks or dependencies are assigned to the user before removal.

User Groups and Permissions

The users with their respective roles have the following capabilities:

Interaction and Navigation

• Switching Views: Use the toggle to switch between List View and Grid View.

• Searching: Enter keywords in the search bar to find specific users.

• Filtering: Apply filters by role or group for refined results.

Practical Examples

Adding a New User

1. Navigate to the Team Page.

2. Click Add User and fill in all required fields.

3. Assign a persona and group.

4. Save the user profile.

Changing a User’s Group

1. Locate the user in the list or grid view.

2. Click Edit and update the group field.

3. Save changes.

Setting a User’s Persona

1. Open the user’s details by clicking Edit.

2. Select the appropriate persona based on their role.

3. Save the updated profile.

Notes and Best Practices

• Setting Personas: Assign roles carefully to minimize unnecessary access.

• Handling Deletions: Ensure user dependencies are addressed before deletion.

• Maintaining Clean Lists: Regularly review and update user information to keep records current.

Support and Troubleshooting

• Adding Users: Ensure all required fields are correctly filled. Check for duplicates.

• Editing Users: Verify that updated information aligns with organizational policies.

• Further Support: Contact the Kaleidoscope's support team for assistance.