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Users

Users are the people who can sign in to EndpointOps. On this page you create accounts, set who they are, and give each one a role and department.

How to get here​

You reach this page through Settings, so you need administrator (settings) permission. If you don't see the Settings icon, ask your administrator for access.

  1. Sign in to EndpointOps.
  2. In the top-right of any screen, click the Settings (gear ⚙️) icon.
  3. The Settings screen opens with its own menu down the left side. Click User Management (the first group) to expand it.
  4. Click Users.

Navigate to: Settings → User Management → Users

URL path: /settings/user-management/users (for example, https://your-endpointops-site/settings/user-management/users).

The Users screen​

Users listUsers list

Columns: ID, Name, Email, Phone, Created On.

Each row has edit (✏️) and delete (🗑️) actions. The built-in Admin user can't be deleted. Users also supports Import for adding many users at once (see below).

The toolbar​

Above every list sits the same toolbar:

The list toolbar: Create, Import, Refresh, Export, and ColumnsThe list toolbar: Create, Import, Refresh, Export, and Columns
  1. Create- add a new item.
  2. Import- bulk-import items from a file (only on screens that support it, such as Users).
  3. Refresh- reload the latest data.
  4. Export- download the current list.
  5. Columns- choose which columns to show (covered under "Choosing which columns to show" lower on this page).

Working with the list​

Every list in EndpointOps behaves the same way, so these controls work here too:

  • Search- type in the Search… box above the table to filter the rows as you type.
  • Sort- click the arrows in a column header to sort by that column, ascending or descending.
  • View details- click a row's link in the first column (its name or ID) to open a read-only view of that record.
  • Edit / delete- use the edit (✏️) and delete (🗑️) icons at the end of a row. Built-in/default records show no delete icon.
  • Pagination- when a list runs to more than one page, use the page controls at the bottom-right, and the / page selector to change how many rows show at once.
  • Permissions- you only see Create, edit, and delete if your role grants the matching permission. Without those permissions the screen is read-only.

When you save a new or edited record, a success message appears, the panel closes, and the list refreshes. Required fields are marked with a red asterisk; if you miss one, an inline error shows when you try to save.

How do I create a user?​

  1. Click Create. The Create User panel opens.

    Create User formCreate User form

  2. Fill in the fields (red asterisk = required):

    FieldRequiredNotes
    NameYesThe person's display name.
    UsernameYesWhat they type to sign in.
    EmailYesMust be a valid email address. Used for notifications and recovery.
    PhoneNoContact number.
    Password / Confirm PasswordYes (when creating)Checked live against the Password Policy. Use the eye icon to reveal. When editing a user, leave both blank to keep the current password.
    TimezoneYesDefaults to your browser's detected timezone; pick the user's zone.
    Status-Toggle the account active/inactive.
    Login Allowed-Whether the user may sign in.
    Endpoint Assignment Allowed-Whether endpoints can be assigned to this user.
    Profile pictureNoDrag-and-drop or click to upload a single image.
    DepartmentYesPick from your Departments.
    RoleYesPick from your User Roles- this sets the user's permissions.

  3. Click Create. Use Reset to clear the form.

Editing an existing user?

Leave Password and Confirm Password blank to keep the user's current password.

How do I import many users?​

  1. Click Import in the toolbar. The Import Users panel opens.
  2. Download the sample CSV (sample_user.csv) and fill it with your users.
  3. Under Select CSV File, upload your completed .csv.
  4. Click Import. The file is uploaded and the users are imported in the background.

How do I edit or remove a user?​

Use the edit (✏️) icon on a row to change a user, or the delete (🗑️) icon to remove one. The built-in Admin user can't be deleted.

Choosing which columns to show​

Click the Columns icon on the right of the toolbar to open the column picker.

Users column pickerUsers column picker

Tick the columns to show (ID, Name, Email, Phone, Created On), untick to hide, and drag the handle to reorder. Click Apply to save (remembered next time), Reset for defaults, or Cancel.

Tips & troubleshooting​

  • A new user can't sign in. Confirm Login Allowed is on, Status is active, and the password meets the Password Policy.
  • A user can't see or do something. Their Role controls access- change the role here, or edit the role on the User Roles page.
  • Create a Department and Role first. Both are required when creating a user.