Users List

Found in: Users > Users List

Navigation
Create a New User
View & Manage Users
- Edit User
- Delete User
Export Options

The Users List is where you manage all user accounts within the Syncontrol platform — including admins, technicians, clients, suppliers, and factory users. This section lets you view, create, edit, and delete users, ensuring everyone has the appropriate access level and permissions. You can also export user data for reporting and reference.

Let’s get started 🚀

Step 1: Log in to your Syncontrol account and click Users from the top navigation bar.

Step 2: From the dropdown menu, select Users List.

Step 3: You’ll land on the Users page displaying all existing users. If no users exist yet, you’ll need to create one (see Create a New User section). The Users List page displays all users in a structured table format.

Ref.	Field	Description
1	User Type	Defines the user’s role in the system (e.g., admin, technician, client, supplier, factory). Each type has specific permissions and functions.
2	Username	The unique login ID assigned to each user. It identifies users across the platform.
3	Short Code	A short reference code (e.g., TECH, TEST) used for internal identification or tagging.
4	Name	The full name of the user, such as John Smith or Test Technician.
5	Email	Displays the registered email address used for communication and password recovery.

Use the Search box and filters (like “Deleted” or “Show”) to locate users quickly by name, type, or email.

Create a New User

When onboarding a new user (Admin, Technician, Client, Supplier, or Factory), you can create their account through the New User form.

Step 1: From the Users List page, click Create a new user at the top-right corner of the screen.

Alternatively, navigate to the Users → User List → New User.

Step 2: The New User form opens. Fill out the fields as described below.

User Information Section

This section defines the user’s login identity, credentials, and access permissions within the platform.

Ref.	Field	Description
1	Username	Enter a unique username for login.
2	Email	Enter the user’s valid email address. This will be used for password resets and notifications.
3	Password	Set the user’s password (can be changed later by the user).
4	Confirm Password	Re-enter the same password to confirm accuracy.
5	User Status	Choose between Active or Inactive to control login access.
6	User Roles	Assign one or more system roles to the user (e.g., Technician, Admin, Client). Click +Add this role to attach roles.

Contact Information Section

Define this to record the user’s personal contact details, ensuring easy communication and proper identification within the system.

Ref.	Field	Description
1	Contact First Name	Enter the user’s first name.
2	Contact Last Name	Enter the user’s last name.
3	Contact Landline Phone	Office or direct landline number (if applicable).
4	Contact Mobile Phone	User’s mobile contact number for communication.
5	Contact Email	Primary contact email (comma-separated if multiple).

Upload Files Section

This allows attaching relevant documents such as identification, certifications, or other supporting files for the user record.

Ref.	Field	Description
1	Add File	Upload related files or documents (e.g., ID proofs, certifications, or user agreements).

Once you have defined all the required fields then click on the Save button to save the user.

Once created, users appear in the Users List. You can view or edit their details anytime

View & Manage Users

Managing user accounts ensures that only authorized users have access to the platform. Administrators update user details to keep information accurate and remove inactive accounts when they are no longer needed.

Edit User

You can edit a user’s details to keep their information accurate and up to date. This allows you to modify fields such as name, email address, contact number, assigned roles, and access groups whenever needed.

Step 1: Click on any user’s row in the Users List to open their details.

Step 2: Edit the necessary fields such as email, roles, or contact info.

Step 3: Click Save User to apply updates.

Delete User

You can delete any existing user from the Users List when they no longer need access to the platform. Deleting a user permanently removes their login credentials and access rights from the system.

Step 1: Log in to your Syncontrol account and navigate to Users → Users List from the top navigation bar.

Step 2: Locate the user you want to delete from the list. You can use the Search bar to quickly find them by name, email, or user type.

Step 3: Click on the name of the user you want to delete to open their profile.

Step 4: Scroll to the bottom of the User Information page. Click on the Delete User (red button) at the bottom-left corner of the form.

Step 6: A confirmation message will appear asking if you’re sure about deleting the user. Click OK to proceed. Once confirmed, the system will permanently remove the user’s record.

Export Options

You can export different types of user data for reporting or record-keeping purposes. Click the dropdown menu next to Create a new user to view the available export options.

Ref.	Option	Description
1	Export: Clients and their client managers	Exports all client accounts along with their associated managers.
2	Export: List of Technical Folder Previews	Exports a summary of technical folders linked to users.
3	Export: Technicians	Exports a list of all technician accounts.
4	Export: Users	Exports the complete user list across all roles.