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User Management (Admin)

This page describes how to manage users within MAXRES Construct as a Super Admin or Workspace Admin. It covers the User Management interface, roles and permissions, and steps for adding or modifying users.

Overview​

Only users with the Super Admin or Workspace Admin role can access the User Management section via the navigation menu (hamburger icon). From here, they can create users, assign roles, and reset access credentials.

Only users with the Super Admin role can access the System Users section via he navigation menu (hamburger icon). From here, they can create users, assign roles, manage Workspaces, and reset access credentials.

Requirements​

  • Admin access with the Super Admin or Workspace Admin role
  • Platform access to the User Management and/or System Users section via the navigation menu

User Management Interface​

The User Management area provides a comprehensive set of tools for overseeing user accounts within your Workspace.

Interface Features​

  • Search: Locate users by email address.
  • Workspace Filter: Filters users by the Workspaces that they have access to.
  • Role Filter: View users by assigned role.
  • User List: Displays the following details for each user:
    • Email address (username)
    • Workspaces
    • Role
    • Project Management Token (+ indicates valid token is active )
    • Failed login count
    • Last accessed date/time
  • Add New User Button: Initiates the new user creation form (typically a yellow button).

Selecting a user opens a detailed view with editable settings.

System Users Interface​

The System Users area provides a comprehensive set of tools for overseeing user accounts within your instance or Workspace.

Interface Features​

  • Search: Locate users by email address.
  • Role Filter: View users by assigned role.
  • User List: Displays the following details for each user:
    • Email address (username)
    • Role
    • Project Management Token (+ indicates valid token is active )
    • Failed login count
    • Last accessed date/time
  • Add New User Button: Initiates the new user creation form (typically a yellow button).

Selecting a user opens a detailed view with editable settings.

Roles and Permissions​

MAXRES Construct uses a role-based access control (RBAC) system. Users are assigned roles during creation but can be updated later.

Common Roles​

RoleDescription
Super AdminFull permissions across all platform features, including user and system configuration.
LeadCan manage the Workspace, build and edit courses and manage media assets. Cannot access user or plugin settings.
Course CreatorCan build and edit courses and manage media assets. Cannot access user or plugin settings.
ReviewerLimited to viewing assigned content in Preview mode.

Optional Roles​

RoleDescription
Training ManagerMay access all courses within a defined scope and create course templates.
Media DeveloperRestricted to the Asset Management area for uploading and managing media assets.
info

Further clarification may be required for Training Manager and Media Developer roles, as capabilities may vary by instance as defined by the customer's specific requirements. In such cases, please refer to the documentation provided by your account manager.

Workspace Assignment​

  • Users must be assigned to a Workspace (defaults to "Master" in single-Workspace setups).
  • Admins can change a user's Workspace and role after account creation.
  • Once a user has been assigned to a Workspace they can move between different Workspaces that they are assigned to, but they can only access one Workspace at a time.

Adding a New User​

To add a user:

  1. Go to User Management or System Users from the main navigation menu.
  2. Click the Add New User button.
  3. Complete the form fields:
    • First Name
    • Last Name
    • Email Address (this will serve as the username)
    • Password
  4. Assign a Workspace (default: Master) if adding the users via the System Users view.
  5. Select a User Role from the dropdown.
  6. Click Save to create the account.

Managing Existing Users​

Select a user from the list to manage their account.

Managing User Details​

  • Email Address: Can be updated if necessary.
  • Workspace: Can be reassigned as needed.
  • Role: Change to modify platform permissions.

Managing User Access​

  • Send Invite / Reset Password: Initiate account setup for new users or reset credentials for existing ones.
note

Labeling may vary based on account status or platform version. For example, a new user may show "Send invite," while existing users may show "Reset password."

  • Disable User: Temporarily deactivate login access without deleting the account.
  • Delete User: Permanently removes the account and associated data (use with caution).
caution

Deleting a user is irreversible and may affect course ownership or audit trails.

This concludes the guide to User Management for Admins. If you require assistance, consult the platform documentation or contact your instance support team.