# Users settings
The **Users** section under **Settings** in the **AR Genie Portal** allows **Administrators** and **Owners** to manage user accounts, assign roles, and organize users into functional groups.
> đź”’ *Note:* The **Users** page is not accessible to users with the **Agent role**. It is accessible to users with Admin role only.
User Page Overview
***
## Accessing the Users Page
{% stepper %}
{% step %}
### Open the Users page
* Log in to your AR Genie Portal.
* Go to **Home → Settings → Users**.
Here you can view all registered users within your organization, their details, and role or group assignments.
*Figure 1: The Users page showing* all registered users within your organization, their details, and role or group assignments.
{% endstep %}
{% endstepper %}
Figure 1
## Users List Overview
The **Users List** page displays a table of all users in your company.\
Each row represents a user with key information such as:
| Column Name | Description |
| -------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Username** | The user’s registered login email. |
| **Email** | Primary email associated with the user. |
| **First Name / Last Name** | User’s name as recorded in the profile. |
| **Status** | Indicates if the account is active or disabled. |
| **Email Verified** | Shows whether the user’s email is verified. |
| **Action** | The **Re-Send Invitation** button allows administrators to resend the email verification link to a user. |
Additional features:
* **Search Bar** – Quickly find users by name or email.
* **Create User Button** – Add a new user to your organization.
*Figure 2: The Users list page showing all registered users with verification status.*
Figure 2
***
## Creating a New User
{% stepper %}
{% step %}
### Start creating a user
Click **Create User**.
{% endstep %}
{% step %}
### Enter user information
Provide the required fields:
* **First Name**
* **Last Name**
* **Email**
* **Phone Number**
* **Group** – Select from available user groups (e.g., *Agent*, *Owner*).
{% endstep %}
{% step %}
### Save or cancel
Click **Create** to save or **Cancel** to discard.
*Figure 3: The Create User form for adding new members.*
{% endstep %}
{% endstepper %}
Figure 3
## Viewing and Editing User Details
{% stepper %}
{% step %}
### Open user details
Click on any user from the list to open their profile.
{% endstep %}
{% step %}
### Navigate tabs
You’ll see a tabbed interface with:
* **Details**
* **Roles**
* **Groups**
{% endstep %}
{% endstepper %}
### Details Tab
Displays all user-specific information:
| Field | Description |
| -------------------------- | ------------------------------------------------ |
| **Profile ID** | Unique identifier of the user within the system. |
| **Created At** | Date and time when the user account was created. |
| **Email Verified** | Displays verification status. |
| **Enabled** | Shows if the account is active. |
| **First Name / Last Name** | Editable name fields. |
| **Email** | The registered email address. |
| **Phone** | User’s phone number. |
Actions available:
* **Save Changes** – Apply any modifications.
* **Revert** – Undo unsaved changes.
*Figure 4: User Details tab showing editable user information.*
***
## Assigning Roles
The **Roles** tab lets administrators assign or remove specific roles for a user. Roles define what actions a user can perform inside the portal.
| Role | Description |
| ---------------------------- | -------------------------------------------------------------------------------- |
| **Agent (`agent_role`)** | Allows limited access to assigned tasks such as remote assistance. |
| **Billing (`billing_role`)** | Grants permissions related to billing and payment management. |
| **Admin (`admin_role`)** | Full administrative rights, including user management and system configurations. |
Actions:
* **Assign Role** – Add a new role to the user.
* **Unassign Role** – Remove an existing role.
*Figure 5: Roles tab where admins can assign or unassign roles to users.*
***
## Managing User Groups
The **Groups** tab helps organize users based on their functional or departmental roles. Groups can be used for permissions, content visibility, and communication segmentation.
| Option | Function |
| ------------------------ | ------------------------------------------ |
| **Search by group name** | Locate existing groups quickly. |
| **Join Group** | Add the selected user to a specific group. |
| **Leave Group** | Remove the user from a selected group. |
Available groups may include **Agent** and **Owner**, depending on your organization’s structure.
*Figure 6: Managing user groups by joining or leaving groups.*
***
## Best Practices
* Ensure each user has only the necessary role permissions.
* Regularly review user activity and verification status.
* Use group assignments to simplify role management for teams.
* Disable inactive users to maintain data security.
***
This guide helps AR Genie administrators efficiently manage user accounts, maintain security, and streamline organizational access control within the portal.
## ENDS
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