> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/user-management.md).

# User Management

User management is the process of controlling user access and permissions in a system, including tasks like authentication, authorization, and account management.

Go to **User Management** App.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FnlgJO9S5kkTYUG6U02ll%2Fimage.png?alt=media&amp;token=61504e2e-6024-4303-8b78-a552158a8399" alt=""><figcaption></figcaption></figure>

Go to User Management tab.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbFUF65iSc86H294TCMW5%2Fimage.png?alt=media&amp;token=b1a82430-2a48-4dc3-9a8a-b6c76f317547" alt=""><figcaption></figcaption></figure>

### Role Definition <a href="#role-definition" id="role-definition"></a>

Permissions are often assigned based on user roles. Different roles may have different levels of access to particular app. For example, an administrator might have full control permissions, while a standard user might have limited access.

Click on **+Role Definition.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FtoTL5JwoiLraHtcYH0Cd%2Fimage.png?alt=media&amp;token=0bca8cc3-2e96-4045-aa1a-f7e9f3423091" alt=""><figcaption></figcaption></figure>

Click on **+Role.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FGZhaxbsITrTZHFGjCAsb%2Fimage.png?alt=media&amp;token=00beb256-7e53-45ab-9589-15c45b0aa739" alt=""><figcaption></figcaption></figure>

Enter **Role Name**, Select **Application and Permission,** Click on **Save.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5kvb23ppIKzDxYxvQeNp%2Fimage.avif?alt=media&amp;token=c2f1259c-2998-4b69-aaca-3f195dfe44fb" alt=""><figcaption></figcaption></figure>

A new **Role** is added at the top.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FhQgDYrMhOM0maNGPEUAy%2Fimage.png?alt=media&amp;token=860014a4-d6db-4639-9560-a313b4dfd875" alt=""><figcaption></figcaption></figure>

### Team <a href="#team" id="team"></a>

User can create team.

Click on **Teams** to create team.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJkVsyafRqaAwtgjik2lw%2Fimage.png?alt=media&amp;token=ad17be42-4839-4444-ade5-e86f2f76f04c" alt=""><figcaption></figcaption></figure>

Enter **Team Name** and **Users** which you want to add in the team (Here shows only those users which are mapped in user mapping) and click on **Save**.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FkME3Y8ZpyBOz5lLVFxZt%2Fimage.avif?alt=media&amp;token=6e10f3b3-9f19-4358-8a15-78f41931df55" alt=""><figcaption></figcaption></figure>

A New **Team** is added at the top.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FBu3BjFqnDVhWNFg1iytQ%2Fimage.png?alt=media&amp;token=dc289b31-d313-45cb-b792-adb5747ad011" alt=""><figcaption></figcaption></figure>

### Give Permission to User or Team <a href="#give-permission-to-user-or-team" id="give-permission-to-user-or-team"></a>

You can give access of any app to individual or team.

Click on **+Permission.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDRWFagqs01QdWPulyfZa%2Fimage.png?alt=media&amp;token=b56f5942-3e0c-42aa-8a2b-c2d6cc4109cd" alt=""><figcaption></figcaption></figure>

Select Individual user or team and assign role which you want and click on **Save**.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FwD9blEkccaQTxEdDeGc2%2Fimage.avif?alt=media&amp;token=b8811238-efa6-448d-bc9c-3a884ccace9a" alt=""><figcaption></figcaption></figure>

A New permission record is added at the top.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FwWBMcf8rbo5hhRJcktDI%2Fimage.png?alt=media&amp;token=9ee4e034-7cc7-491b-8898-c688783fac01" alt=""><figcaption></figcaption></figure>

### Reset Password <a href="#reset-password" id="reset-password"></a>

Resetting a password is the process of changing an existing password to a new one, usually because the user has forgotten it or for security reasons.

Click on **Reset Password.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FecZ4PIJxErxz2N8VZyBN%2Fimage.png?alt=media&amp;token=7e7143f6-9f01-4d17-b63a-c7fcc0b63c35" alt=""><figcaption></figcaption></figure>

Select the **employee** for whom you want to reset the password, enter the **new password**, and **save** the form.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbhbgDtFNj0Sc9u7l2pGr%2Fimage.avif?alt=media&amp;token=b8c2f02f-0a27-4f39-afef-72ba78729762" alt=""><figcaption></figcaption></figure>

### User Mapping <a href="#user-mapping" id="user-mapping"></a>

User mapping is the process of linking user identities with resources or permissions in a system, ensuring appropriate access and security.

Go to **User Mapping** tab and click on **+New Record** tab.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FMkRuPfiF6AH5Wc5m0P3I%2Fimage.png?alt=media&amp;token=6b378dcb-7523-4c7d-a845-bf2163c6ea65" alt=""><figcaption></figcaption></figure>

Select App name as **CRM** and select users which you want to allow for CRM and click on **Save** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5aw9hQqIwerjvddD6a0d%2Fimage.avif?alt=media&amp;token=2ba24b64-cc74-472c-9c6d-0468e71ed103" alt=""><figcaption></figcaption></figure>

### Edit User Mapping <a href="#edit-user-mapping" id="edit-user-mapping"></a>

You can choose to edit the user mapping that you have created.

To edit user mapping.

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fla4KNQ22bGLMXDL4O5yE%252F16.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=67368504\&sv=2) for the record which you would like to edit and click the **Edit** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Ft5n98utrLDWhNjvZGLBx%2Fimage.avif?alt=media&amp;token=9adc954a-a690-4259-a2a7-e73a87bbbc36" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F0ylK2bnIP22HVlwrXARu%2Fimage.avif?alt=media&amp;token=638e2a4a-9725-48b3-8433-5336e263491c" alt=""><figcaption></figcaption></figure>

### Delete User Mapping <a href="#delete-user-mapping" id="delete-user-mapping"></a>

User mapping once added can be deleted if no longer necessary.

To delete user mapping.

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FyCi8IuZeEhvp8JDhCrnM%252F19.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=6033b8d5\&sv=2) for the record which you would like to delete and click the **Delete** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FBfxzTwBAfsGs6eF3Nwhv%2Fimage.avif?alt=media&amp;token=dd91cf36-b2ac-4c8f-97e0-dbbfbbe665e8" alt=""><figcaption></figcaption></figure>

Give your confirmation in the pop up and the record will be deleted.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F2EnG4kuKoGwOawmlC9pT%2Fimage.avif?alt=media&amp;token=775eed6b-4b9c-47d2-a191-b59f58282c43" alt=""><figcaption></figcaption></figure>

Last Updated 26 December 2025
