Create and manage users

PUQcloud Panel

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This guide explains how administrators can create users, view their client associations, edit details, and remove users in PUQcloud Panel.

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Overview

• Path: Menu → Clients → Manage Users

• You can:

  • Create a new User (login identity).

  • View a user’s associated clients and statuses.

  • Edit contact info, language, verification flags, and 2FA.

  • Delete a user account.

• Who: Staff with permission to manage users.

Tip: A User is a person’s login. A Client is an account/business they belong to. One user can be associated with multiple clients (e.g., consultant, owner). Permissions are managed from the Client → Users tab.

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List View (Manage Users)

In the table you’ll see: avatar, name, status badges (e.g., ACTIVE, INACTIVE, NEW), 2FA indicator, contact details (email, phone), Clients counter with an eye button, Created date, and row actions (Edit, Delete). Use Search to filter.

(Screenshot: View/Search Users list view)

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Create a User

1. Go to Clients → Manage Users and click + Create.
   (Screenshot: Create User modal)

   

2. Fill the fields:

   • Email (required)

   • Password (required)

   • 2FA (toggle; optional but recommended)

   • Firstname, Lastname

   • Phone Number (with country code)

   • Language (UI language for the user)

   • Admin Notes (internal only)

3. Click Save. The user appears in the list.

Next step: Associate this user with a client from Clients → Manage Clients → open a client → Users tab → + Associate User (choose permissions there).

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View a User’s Clients

1. In Manage Users, find the user.

2. Click the eye icon in the Clients column.

3. In User Clients modal, review:

   • User Information: UUID, Name, Email, Phone.

   • Associated Clients: Client Name, Company Name, Tax ID, and Status badges (e.g., ACTIVE, OWNER).

4. Close when done.

(Screenshot: User Clients modal)

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Edit a User

1. In Manage Users, click the Edit (pencil) icon on the desired row.
   (Screenshot: Edit User modal)

   

2. Update fields:

   • Email, Password (to reset), Firstname, Lastname

   • Phone Number, Language, Admin Notes

   • Verification toggles: Email Verified, Phone Verified

   • Security toggle: 2FA (enable/disable)

3. Click Save.

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Delete a User

1. In Manage Users, click the Delete (trash) icon.

2. Confirm the action.

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Field Reference

Field	Where	Description
Email	Create/Edit	User’s login email. Must be unique.
Password	Create/Edit	Set/reset the user’s password.
2FA	Create/Edit	Turn on two‑factor authentication for extra security.
Firstname / Lastname	Create/Edit	User’s display name.
Phone Number	Create/Edit	Stored with international country code.
Language	Create/Edit	UI language for this user.
Admin Notes	Create/Edit	Internal notes visible to admins only.
Email Verified	Edit	Mark whether the email has been verified.
Phone Verified	Edit	Mark whether the phone has been verified.

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Good Practices

• Require strong passwords and 2FA for staff.

• Keep contact info and language up to date.

• Use Admin Notes to capture context (e.g., who requested access, ticket link).

• Manage access at Client → Users (set granular permissions per client).

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Troubleshooting

• Cannot log in → Reset Password; ensure Email Verified is On; check if the user is ACTIVE.

• User can’t see a client → Associate them in Client → Users, verify status and permissions.

• 2FA lockout → Temporarily disable 2FA in Edit, then re‑enroll.

• Duplicate email → Each user must have a unique email; rename or remove old account.