# 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="/files/Bo2vmD3ajrIFcpJzJdWo" alt=""><figcaption></figcaption></figure>

Go to User Management tab.

<figure><img src="/files/Wlot1nSyzumR7tvNEyKg" 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="/files/qD6boyx8EDSWdFSZVkxu" alt=""><figcaption></figcaption></figure>

Click on **+Role.**

<figure><img src="/files/8zmcZb5QqtRjlHlbhj65" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PSt6GsRXQBMUMCd2yAVR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VQ0YZGJmNCOGIiXVYiLq" alt=""><figcaption></figcaption></figure>

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

User can create team.

Click on **Teams** to create team.

<figure><img src="/files/JOFgwq4IImIEf5pAai5L" 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="/files/L0bkqYhndePjWBzA2fW0" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/qefngYqHJ19KPLg8vqMW" 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="/files/mQ73l1Gj2Y0lMAaasFfp" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/6hfGzTW5ua8pP3zUb4tX" alt=""><figcaption></figcaption></figure>

A New permission record is added at the top.

<figure><img src="/files/hTKLUK8lQvfkKj1wbkH5" 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="/files/699u3qpYoL4GuG6Dgb1T" 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="/files/5SWhc7KAwQ35gEAs7DaR" 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="/files/LRw0XiVo2WY9UKh710z5" 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="/files/UHSTFIy3pSt6FE6y15AL" 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="/files/QtuOqCHVpZZ8E1oy2C4u" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/GvujRsQ5J1dPDRSJp6Ln" 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="/files/7Ozcsd23GSSrmh1eMoD5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lH1fJmEawNX9w2qxXr8p" alt=""><figcaption></figcaption></figure>

Last Updated 26 December 2025


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