Users

The Users screen under User Management provides administrators with the ability to manage all users within the ACMO Portal. This includes creating new users, editing existing users, assigning roles and groups, controlling access, and managing user security settings.

Purpose

The Users screen enables authorized users to:

• View all users, including active and inactive accounts
• Create and manage user profiles
• Assign users to groups and roles
• Control license types and access levels
• Manage user security and authentication options
• Import users in bulk using an Excel file

Users Listing

The main screen displays a table listing all users in the system.

Table Columns

Each user is displayed with the following information:

• User Name
  The user’s display name. Clicking the name opens the Edit User panel.

• Email
  The user’s email address.

• Groups
  The number of groups the user is assigned to.

• Roles
  The number of roles the user is assigned to.

• License Type
  Indicates the user’s license:

  • Full User
    Can access the full web application.
  • Lite User
    Can access:
    • The mobile app (for bill approvals)
    • The web app (limited to bill approval task screens)

• Created On
  The date the user account was created.

• Updated On
  The date the user account was last updated.

Filters and Actions

Filters and actions are available above the table to help manage users efficiently.

Filters

• Search
  Search users by name or email

• License Type
  Filter by Full User or Lite User

• Status
  Filter by Active or Inactive users

Add User

• Clicking Add User opens the Add User panel
• This panel is used to create a new user account

Add User Panel Fields

• License Type
  Radio buttons to select:

  • Full User
  • Lite User

• User Name
  Input field for the user’s name

• Email
  Input field for the user’s email address

• Restrict Access Period
  Checkbox to restrict user login to a specific date range

  • When enabled, Start Date and End Date fields are displayed

• Groups Tab

  • Assign the user to one or more groups
  • Groups are added using an Add Group popover

• Roles Tab

  • Assign the user to one or more roles
  • Roles are added using an Add Role popover

User Provisioning

• When the user is saved:
  • A temporary password is sent to the user via email
  • If SSO is enabled, the user can authenticate using their organization’s Microsoft account

Editing a User

Clicking a User Name in the table opens the Edit User panel.

Edit User Panel Header

• Displays the user’s name
• Includes:
  • Active / Inactive status dropdown
  • Delete (trash) icon to remove the user

Edit User Panel Tabs

In addition to the standard user details, an extra tab is available:

Security Tab

The Security tab allows administrators to manage user authentication settings:

• Multi-Factor Authentication (MFA)

  • If MFA is enabled, it can be disabled for the user (for example, if the user loses access to their authenticator)
  • To re-enable MFA, the user must log in and enable it from their Profile Settings page

• User Must Change Password on Next Login

  • A toggle switch is available
  • When enabled, the user is required to reset their password the next time they log in

Bulk Actions

Assign Groups and Roles to Multiple Users

• Users can be selected using the checkbox on the left side of each table row
• Once selected, an Actions menu becomes available
• This allows assigning multiple users to groups or roles in a single action

Import Users

• An Import icon is available on the screen
• Clicking it opens an import panel
• Users can be imported in bulk using an Excel file

License Limits

You can add users only within the limits defined by your license.
For example, if your license allows 5 Full Users and 2 Lite Users:

• Adding a 6th Full User will not be allowed
• Adding a 3rd Lite User will not be allowed

Summary

The Users screen provides comprehensive tools for managing user access within the ACMO Portal. With support for different license types, role and group assignments, security controls, and bulk operations, administrators can efficiently manage users while maintaining security and compliance.