User Management

User Management provides a centralized system for managing user accounts, roles, and access permissions. This feature allows administrators to efficiently add, edit, or remove users while assigning specific user group roles and privileges. It ensures that every user has the appropriate level of access to the system, maintaining data security and operational efficiency. The module also facilitates the tracking and verification of user details, enabling organizations to uphold system integrity and compliance.

User Management

1. First/Last Name: Represents the user's full name for identification within the system.

2. Email Address: Stores the user's email address for login and communication. A Green Tick Mark next to the email address indicates the user is verified, while a Red Exclamation Mark signifies the user is not verified.

3. Product: Displays the products the user has access to or is associated with.

4. Role: Specifies the assigned user group role (e.g., broker, dealer, lender), which determines the user's permissions and access levels.

5. Contact Number: Contains the user's phone number for communication and verification purposes.

6. Status: Shows whether the user's account is Enabled or Disabled.

7. Ellipsis Menu: Located on the right side of each record, it provides actions to Resend Email Invite, Edit, or Delete the user's details.

8. Add New User: This option allows administrators to create a new user account. Overlapping user records cannot be created, ensuring that each user has a unique profile in the system.

Add New User

User Management streamlines the process of maintaining secure access, supporting organizational operations by providing tailored access controls for each user group role.

User Roles and Access Rights

Link provides the following user roles, each with specific permissions and access rights:

1. Tenant Admin

Association: Tenant

Access Rights:

• Full access across all tenants, brokers, and dealers profiles under the subscribed instance.
• Can create and manage Broker profiles
• Manage all configurations, templates, roles, permissions.
• Subscription management

Tenant Admin don't have access of the following:

• Quotation creation/management.
• Proposal creation/management.
• Workqueue / Dashboard.
• Dealership creation.

2. Broker Admin

Association: Tenant + Brokerage

Access Rights:

• Full access to all data and proposals related to their brokerage.
• Can create and manage:
  • Broker Managers
  • Broker Users
• Can view dashboards and performance data by team manager and by individual user.
• Can manage system settings and configurations
• Access to all dealer proposals associated with their brokerage.

3. Broker Manager

Association: Tenant + Brokerage

Access Rights:

• Manages assigned teams of broker users.
• Can view all deals and dashboards of their team members.
• Access to performance widgets filtered by team member.
• Can manage system settings and configurations
• Access to all dealer proposals associated with their brokerage.

4. Broker User

Association: Tenant + Brokerage + Broker Manager(optional)

Access Rights:

• Can view and manage only their own quotations and proposals.
• Can communicate with assigned dealer users via chat.
• Can submit proposals, fetch credit scores, upload documents, and perform deal-related actions.
• Limited access to reporting and dashboards (own data only).

5. Dealer Admin

Association: Tenant + Broker + Dealer

Access Rights:

• Can configure dealer profile, upload inventory.
• Can create and manage dealer users.
• Can submit quotations and proposals to associated brokers
• Cannot access other dealer or broker data.

6. Dealer User

Association: Tenant + Broker + Dealer

Access Rights:

• Can create and manage their own quotations and proposals.
• Submit proposals to brokers or lenders (based on dealer rights).
• Access to only their own data unless rights allow broader access.