User and Group Management
Last updated
Last updated
© eMudhra. All Rights Reserved.
Users
By default, last 10 users be viewed as shown below.
The list of users can be filtered & searched by Name. Click the "Search" button to apply the filter.
Create User to your account
To create a new user for your account:
Click the "New User (+)" option to navigate to the Add User creation screen.
Fill in the following details
Name
Mobile Number
Designation
Employee ID
Group Access Options:
If the group access checkbox is selected, the administrator can restrict the user to specific groups.
If unchecked, the user will have default access to all groups.
Role Assignment:
Use this option to assign a role to the user. The permissions available to the user will vary based on the assigned role.
Click the "Save" button to finalize the process.
An account activation email will be sent to the provided email address, including a link to activate the user account.
Post-Creation Management
Edit User Information: Once the user is created, administrators can edit the user details or adjust group access.
User Activation
The new user will receive an account activation email containing the account name and an activation link.
Upon activation, the user can access the account with permissions based on the assigned role.
Group Management
Groups can represent cost centres, business units, projects, or similar organizational units. Administrators can manage and customize groups to streamline access and certificate management.
Adding and Managing Groups
Default Group
A default group is pre-configured in the group menu upon account activation.
By default, account users cannot add multiple groups. To add multiple groups, the account administrator must request assistance from an eMudhra Account Manager.
Filtering Groups
Use the Group Name filter to search and filter the list of groups, as shown below.
Configuring a New Group
Enter the Group Name.
Provide a Short Description.
Upload a Logo (if required).
Use the access configuration to control group visibility:
Checked: Restrict access to specific users.
Unchecked: Grant group access to all users by default.
Specify the certificate request settings for Organizations and Domains associated with the group.
This feature allows administrators to tailor group configurations to meet organizational requirements effectively.
Organizations
Administrators can configure certificate request permissions for groups using the "All" or "Specific" options for Organizations.
All- If this option is selected, the group will have access to all organizations within the account.
Specific- If this option is selected, the administrator can restrict the group’s access to specific organizations available in the account.
Domains
Administrators can configure certificate request permissions for groups using the "All" or "Specific" options for Organizations.
All- If this option is selected, the group will have access to all domains within the account.
Specific- If this option is selected, the administrator can restrict the group’s access to specific domains available in the account.
Finance
Administrators can define the payment mode for certificate requests using the Finance option. This ensures that payment settings are aligned with organizational policies and requirements.
Deduct from Account Balance
If this option is selected at the new request level, the amount for any certificate request placed using the group will be deducted directly from the group's balance.
Allocate Credits to the Group
Check the "Allocate Credits to this Group from Account Balance" option.
Enter the following details:
Amount: Specify the amount to be allocated.
Supporting Document: Attach relevant documentation (if required).
Remarks: Add any remarks for reference.
Upon allocation, the specified amount will be debited from the account balance and credited to the group.
This feature enables efficient fund management and ensures that group-level balances are appropriately maintained.
Enforce Spend Limit
Administrators can set spending thresholds for groups to manage and control expenses:
Enable Spend Limit:
Check the "Enforce Spend Limit" option to activate spending restrictions for a group.
A threshold amount field will appear.
Set Threshold Amount:
Enter the desired threshold amount for the group.
This ensures that spending does not exceed the allocated limit, providing better financial oversight.
This feature helps in maintaining budgetary control and ensuring accountability at the group level.
Deduct from Group Balance
Enable this option to allow deductions directly from the group's balance for any certificate requests made using the group.
When this option is selected, any charges for new requests will automatically be debited from the group's allocated balance.
Allocate Credits to the Group
To allocate funds to a group, follow these steps:
Select the "Allocate Credits to this Group from Account Balance" checkbox.
Enter the following details:
Amount: Specify the amount to allocate.
Supporting Document: Attach relevant documentation if required.
Remarks: Add any notes or comments related to the fund allocation.
Upon saving, the specified amount will be debited from the account balance and credited to the group.
This functionality allows precise control over group-level finances and ensures efficient resource management.
Upon clicking on "Save" button a group will be created in the account as shown below.
Managing Group Information
Once a group is created in the account, administrators can view, edit, and manage its details.
View Group Information
Click on the Group ID to navigate to the Group View page, as shown below. This page displays:
Group details such as name, description, creator, and associated information.
Financial details, including the "Deduct from Account Balance" option.
Credits Management
Allocation/Deallocation History: A grid is available to display all credit and debit transactions, including transaction IDs and the amounts.
Allocate/Deallocate Credits: Use the "Edit" button or click on the Group ID to update credit allocations. This option is available only when the finance configuration for certificates is set to "Deduct from Group Balance". Administrators can manage group credits using the following options:
Allocate/Deallocate Credits to Group
Select this option to credit/debit an amount into the group's balance.
The credited amount will be deducted/added from/to the account balance.
User Access
A list of users with access to the group is displayed, including their roles, employee IDs, and account status.
Edit Group Information
Click on the "Edit" button to:
Update group details.
Manage credit allocations.
Adjust user permissions.
Important Note:
In sub-reseller or enterprise accounts, there is no provision to add multiple groups. All group-related operations and configurations are limited to the default group structure provided within the account.
