User Management

Woodcore provides organizations with features to help you manage your users. The user management section displays a list of all the users within your organization. You can perform a number of actions, which include:

Search user

You can look up user details using the search function on the user management tab. The search can be done on the search box using the name, email, or office.

Generate an API key

Programmatic users can generate an API key on the console. It should be noted that a user can only generate an API key three times on the console.

Make sure to keep the API key safe and secure.

To generate, follow these steps:

• In the Users section on the navigation pane, select the Users & API mgt tab.
• Click on the programmatic user details.
• You will be directed to the user profile details page, click on the Generate API key button at the right side of the screen.

• Next, enter a name for the API and click on the Generate button.

Congratulations! 🎉 You have successfully generated your API key.

❗️

Ensure you copy the key.

You will only be allowed to view the key once.

Update a User

A user’s information can be updated or modified by an account owner or a user who has permission to make changes. After a user has been created, the account owner or any user that has the Manage Users permission can modify the user's account.

To update a user, follow these steps:

• In the Users section on the navigation pane, select the Users & API mgt tab.
• Click on the user details.
• You will be directed to the user profile details page, navigate to the More dropdown button.
• Select Edit Profile
• Once, changes have been made, click on the Submit button to update.

In addition to updates, you can change a user’s password. To do this:

• Select "Change Password" from the More dropdown menu to do so.
• Enter the new password and update.

Delete User

After a user is created, the account owner or another user with user management permissions can delete the user account.

Note, always be 100% sure you want to delete the user.

To delete a user:

• On the Users & API mgt tab in the Users section.
• Click on the user details.
• You will be directed to the user profile details page, and navigate to the More dropdown button.
• Select Delete
• On the delete modal page, click on the Delete button.

User Password Reset

In the event where a user loses access to their password, a user with a Superuser role within the organization can initiate a password reset request on behalf of the user. This request triggers a password reset email, which is sent to the user's provided email address during employee creation. Through this email, the user can easily reset their password independently.

A "superuser" is a user within the organization who has assigned a superuser role and permissions, granting them certain privileges to perform administrative tasks. ONLY users with superuser roles can make password reset requests on behalf of any user.

To initiate a password reset request, the superuser follows these steps:

1. On the superuser console, navigate to Users > User & API Management.
2. This page displays a list of users on the console. The superuser selects the specific user for whom the password request is intended.
3. Next, the superuser clicks on the "More" drop-down button and selects "Reset Password."

4. A confirmation prompt is presented to the superuser before submitting the request.

Once the superuser submits the request, a password reset email will be sent to the user's email address, enabling them to reset their password.