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.
🔒 Note: The Users page is not accessible to users with the Agent role.
Accessing the Users Page
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.
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:
Username
The user’s registered login 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.
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.
Creating a New User
Viewing and Editing User Details
Details Tab
Displays all user-specific information:
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.
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.
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.
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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