This article provides step-by-step instructions on how to access the user management section, create new users, and manage existing users within your organisation.
Quick Navigation
Accessing the User Management Screen
To access the user management screen, click the user icon located in the top right corner of the screen.
Then choose the "User Management" option from the list.
You will then be taken to the User Management section, where you can view and manage user accounts.
Creating new MDP Users
Click on the "Create MDP Users" tab to add a new user. You'll be prompted to fill in the following details:
First Name: Enter the user's first name
Surname: Enter the user's surname
Username: Create a unique username for login
Email: Provide the email address where the password setup link will be sent
Role Name: Select the user role (e.g., Bureau Admin)
Once submitted, the user will receive an email invitation to activate their account and set up a password.
Managing MDP Users
Switch to the "Manage MDP Users" tab to view and manage all users associated with your organisation. The list will display the following information for each user:
Username
Name
Email
Role Name
Status (Active/Inactive)
Actions (Edit or Delete)
A user’s status will change to Active once they complete their password setup. You can search, edit, or delete users from this screen as needed.
Updating User Details
To update a user’s information:
Click the edit icon next to the relevant user.
A side panel will appear, allowing you to:
Edit the first name and surname
Reset the password if the user is unable to log in or has forgotten it
Deleting MDP Users
To remove a user:
Locate the user in the Manage MDP Users tab
Click the delete icon beside their record
Confirm the deletion by clicking Proceed in the pop-up window
Using Filters to Search Users
Navigate to the "Dashboard" by clicking on the logo.
In the "User Management" screen, go to the tab, Manage MDP users
Click on the "Filter" icon
to expand the view below. Click the filter icon again to collapse the filter section.
Filtering Options
Enter or select any of the following filter fields:
Username
Name (first name or surname)
Email
Role Name (e.g., Bureau Admin)
User Status: You can manually type or click the down arrow to select from the available list. To clear the entered text, click the "X" icon. The available options are Active Users and Inactive Users.
After filling in the fields, click Search to filter the list of clients. To remove all entered filters and start fresh, click Reset.
Activating and Deactivating Users
You can easily activate or deactivate users directly from the Manage MDP Users tab. Follow the steps below based on the action you want to perform.
To Activate a User
Navigate to the Manage MDP Users tab.
Locate the user manually, or use the User Status filter to select Inactive Users, then click Search.
In the Status column, toggle the switch on to activate the user.
Note: Activating a user will automatically send them a new email with a link to set their password and access their account.
To Deactivate a User
Navigate to the Manage MDP Users tab.
Locate the user manually, or use the User Status filter to select Active Users, then click Search.
In the Status column, toggle the switch off to deactivate the user.
Note: Deactivated users will no longer be able to log in until reactivated.
Resending the Account Setup Email
If a user reports that they did not receive the account setup email, you can resend it by following these steps:
Go to the Manage MDP Users tab.
Locate the user in question (you can search using their username, email, or name).
In the Status column, toggle the switch off to deactivate the user.
Then, toggle the switch on again to reactivate the user.
Tip: Reactivating the user will automatically trigger a new password setup email to be sent to their registered email address.
Pagination
The pagination controls at the bottom of the grid allow you to navigate through multiple pages of records efficiently. Go to the First Page: Click this option to navigate to the first page of the list.
Pagination Options (From Left to Right)
Go to the Previous Page: Move back to the previous page.
Page Number: Enter a specific page number to jump directly to that page.
Go to the Next Page: Move forward to the next page.
Go to the Last Page: Click this option to navigate to the last page of the list.
Items Per Page: Adjust the number of records displayed per page. You can select from 10, 25, 50, or 100 items per page.
Additionally, on the right side, you will find a record count displaying the total number of records and the number of records currently visible on the page.
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