> For the complete documentation index, see [llms.txt](https://docs.neurobuildingsystems.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neurobuildingsystems.com/user-guides/user-management.md).

# User Management

## **What You Can Do in User Management**

* **View All Users and Partners**\
  See a list of all users and partners associated with your company.

## **How to Use the User Management Menu**

1. **Access User Management**\
   If you have **admin permissions**, go to the **User Mgmt** menu to see a list of users and partners.
2. **View User Details**\
   Each row in the list shows:
   * **Sites**: The sites the user has access to.
   * **Last Access**: When the user last logged in.
   * **User:** User's name, clickable to update their information, email and company.
   * **Role**: The user's role and company
   * **Status**: Displays active or inactive status.
3. **Open User Detail View**\
   Clicking the user's name opens a detailed view with three sections:
   * **Basic Info**\
     Shows basic details like first and last name, email, job title, job area, phone number, and active/inactive status.
   * **Permissions**\
     Manage what the user can do:
     * **Modules**: Choose which modules they can access.
     * **Manage Users**: Decide if they can manage other users.
     * **Control Points**: Control whether they can adjust point settings.
   * **Scope**\
     Set what equipment the user can access:
     * **Portfolio Level**: Grant access to all equipment under a portfolio.
     * **Site Level**: Grant access to equipment at a specific site.
     * **Equipment Level**: Grant access to individual pieces of equipment.
4. **Grant Access to New Sites or Equipment**
   * **Adding New Equipment**: If new sites or equipment are added, you must manually update the user’s access.
   * **Update Access**: To refresh access, open the user’s form, click **Update**, and the user will be given access to all new equipment under their current portfolio or site.

## **Quick Tips**

* **Admin Permissions**: Make sure you have admin rights to access User Management.
* **View and Manage Users**: Check user details, toggle status, or manage users through the action buttons.
* **Set Primary Contact**: Designate one primary contact for your company.
* **Update Access**: Regularly update user access to reflect new sites or equipment.