Viewing Your Organisation's Users
To access the Users page:
Click Settings in the main navigation
Select Users from the Settings menu
[Screenshot 1: Users List View - Main users page showing the table with columns for User, Roles, Groups, Status, and Last Sign In. Multiple users displayed with their details, status badges, and pagination controls at the bottom]
The Users page displays all active users in your organisation with the following information:
User name and email address
Assigned role(s)
Group memberships
Account status (Active/Inactive)
Last sign-in time
Adding New Users
To add new users to your Govin platform, please contact your Govin contact person. They will assist you with:
Creating new user accounts
Setting up initial access credentials
Configuring appropriate permissions
Once new users have been added to the system, you can then assign them roles and add them to groups as needed.
Searching and Filtering Users
Search Users:
Use the search bar to find users by name or email address
Filter Users:
Click the Filters button to refine your view
Filter by:
Status (Active/Inactive)
Role
Group membership
[Screenshot 6: Filter Users Modal - Dialog showing filter options with dropdowns for Status (All Statuses), Role (All Roles), and Group (All Groups), with Clear and Close buttons]
Bulk User Actions
Select multiple users by clicking the checkboxes next to their names to perform bulk actions:
Assign Role to Multiple Users:
Select the users you want to update
Click Assign Role
Select the role from the dropdown menu
Click Assign Role to apply
[Screenshot 2: Assign Role to Users Modal - Dialog showing "Select a role to assign to 18 selected user(s)" with a dropdown menu displaying available roles and Cancel/Assign Role buttons]
Add Multiple Users to a Group:
Select the users you want to add
Click Add to Group
Select the group from the dropdown menu
Click Add to Group to apply
[Screenshot 3: Add Users to Group Modal - Dialog showing "Select a group to add 18 selected user(s) to" with a dropdown displaying available groups including "LOB: Corporate Clients" and "LOB: Fund Services"]
Editing Individual Users
To edit a user's details:
Click on the user's name in the Users list
Click Edit User in the user detail view
Update the following information:
Full Name - The user's display name
Email Address - The user's login email
Status - Active or Inactive
Roles - Assign or remove roles (search available roles if needed)
Groups - Add or remove group memberships
Click Save Changes to apply your updates
[Screenshot 4: Edit User Modal - Form showing user details including Full Name, Email Address, Status dropdown, Created/Last Sign In dates, with expandable Roles and Groups sections. Shows "Administrator" role and "LOB: Corporate Clients" and "LOB: Fund Services" groups assigned]
[Screenshot 5: Edit User Roles Dropdown - Expanded roles selection showing available roles including "Administrator" (selected), "TestRole - NoPower", "Translate Only", "Testing", "Account Manager - drafter", and "Senior Account Manager - reviewer"]
Note: You can see audit information including when the user was created, who created them, and when they last signed in.