User Management

The User Management module empowers administrators to efficiently control platform access and security settings for all users within the organization.

Administrators can perform the following key tasks:

• Add new users and onboard them to the SmartTA platform
• Assign and manage user roles and privileges based on responsibilities
• Modify access permissions as business needs evolve
• View a complete list of existing users with status and role details
• Activate or deactivate user accounts to maintain secure usage
• Resend login details and onboarding emails when required

note

Only users with administrative access can manage other users in this section.

View Users

The View Users section provides administrators with visibility into all user accounts.

For each user, the following information is displayed:

Field	Description
Name	Display name of the user
Email ID	Registered login email
Department	Assigned business department
Role Access	Full / Partial access permissions
Created On	Date the user account was provisioned
Last Login	Most recent login activity timestamp
Status	Active / Inactive
Action	Edit option — available only for Full Access administrators

Add Users

Administrators can onboard new users through a guided multi-step process:

Step 1 — User Details

All the following fields are mandatory:

• Full Name
• Email Address (used as login ID)
• Mobile Number
• Department

Step 2 — Access Details

Choose the appropriate access level:

• Full Access — Complete control over modules and configuration features
• Partial Access — Restricted, task-specific access based on assigned responsibilities

Available Permissions (toggle-enabled):

Messages, Conversations, Catalogue, Campaigns, Maker-Checker, Templates, Groups, User Opt-In, Settings, Embedded Signup, MSISDN Masking, Number Masking

Access Matrix:

Module	Full Access	Partial Access
Messages	View, Print, Export Reports; View & Upload User Consent	View Dashboard & Reports
Campaigns	View, Download, Create, Copy and Manage	View Dashboard only
Templates	View, Download, Create and Edit	View Dashboard only
Groups	View, Download, Create and Edit	View Dashboard only
Settings	Account, Users — full CRUD; MSISDN & Numeric masking controls	Account & Users — View only

Step 3 — Channel Details

Assign channel access — users may be mapped to a specific WhatsApp / RCS Sender Number (App ID), or all available App IDs within the enterprise.

Step 4 — Summary

A summary screen displays all entered details before final creation.

Edit User

The Edit User feature allows administrators with Full Access to modify:

• User Details (Name, Mobile Number, Department)
• Access Type (Full Access / Partial Access)
• Module Permissions
• Channel Access

note

The Email ID field is non-editable, as it acts as the primary login credential and unique identifier for each user. Administrators can also change user status (Active/Inactive) and resend onboarding details if needed.

Screenshots

View Users

Edit User