1. User Invitations

• New User Registration (Fresh):

  • Users who are not registered on the platform will receive an email invitation. Once they complete the registration, they will be granted access to the organization.

  • New users can log directly into the organization's subdomain or navigate via their platform account.

• Existing User Registration (Invitation):

  • Existing users who receive an invitation to a new organization will not need to re-register or set a new password. Their access is automatically granted based on the invitation.

2. Organization Creation

• New Organization Creation:

  • Users can create a new organization after registering or selecting the "Create New Organization" option from their Organizations Section.

  • The process includes a step-by-step wizard where users enter:

    • Company name (checked for conflicts)

    • Basic information such as subdomain, location, VAT, and other details.

    • Products and packages selection, with the option to contact sales for a custom quote.

  • The process concludes with an overview and payment step where users provide payment information and complete the registration.

3. Groups Management

• Existing Groups:

  • Predefined groups like Admin, User, and Guest are automatically created with default permissions.

  • Additional predefined groups can be created based on products selected by the organization.

  • Default groups cannot be deleted but can be edited to modify permissions.

• New Group Creation:

  • Users can create custom groups and assign permissions from different products.

  • Groups can be organized by products or role types (e.g., Sales Team, Managers).

  • Users can be added to multiple groups. Their final permissions will reflect the union of permissions across all assigned groups.

• Managing Group Members:

  • Administrators can view and manage users in selected groups, including:

    • Adding existing users to the group.

    • Removing users from the group.

4. User Profile Management

• Users can view and manage their profile via the "My Profile" section.

  • Profile picture: Change or upload a new photo.

  • Personal details: Edit name, email, phone number, etc.

  • Contact information: Update details as needed.

  • Group membership: View the groups they belong to.

  • Recent logins: View details like IP address, location, and device for past sessions.

• Admin Actions for Managed Users:

  • Admins can force password resets and view past sessions for managed users.

5. Suspended Access

• Suspending User Access:

  • Admins can suspend access for users at the organization level, preventing them from accessing that specific organization while allowing continued access to others.

  • Suspended users will not count towards the organization’s subscription quota.

• Re-enabling Access:

  • Admins can reactivate suspended users, but they cannot send another invitation. Instead, the user will be re-enabled from the user list.

6. Viewing and Managing Permissions

• Viewing Your Own Permissions:

  • Users can access the "My Permissions" section from their profile dropdown to view all permissions they have.

  • The section shows the permissions granted by each group the user is part of.