Managing Users

Learn how to effectively manage users, teams, and permissions in Task Manager Pro.

👥 User Management Overview

Task Manager Pro provides comprehensive user management tools to help you organize your team and control access to projects and tasks.

➕ Adding New Users

Method 1: Direct Invitation

1. Go to Task Manager → Manage Users
2. Click Add New User
3. Enter user details:
   • Name: Full name
   • Email: Valid email address
   • Role: Select appropriate role
   • Projects: Assign to projects
4. Click Send Invitation

Method 2: Bulk Import

1. Go to Manage Users → Bulk Import
2. Download the template file
3. Fill in user details
4. Upload the completed file
5. Review and confirm import

Method 3: WordPress Users

1. Go to WordPress → Users
2. Create new WordPress user
3. Go to Task Manager → Manage Users
4. Assign role and permissions

🔧 User Configuration

Basic Information

• Name: Display name
• Email: Contact email
• Avatar: Profile picture
• Bio: User description
• Contact Info: Phone, location, etc.

Role Assignment

• Administrator: Full access
• Project Manager: Project management
• Team Member: Task execution
• Client: View-only access
• Custom Role: Custom permissions

Project Assignment

• All Projects: Access to all projects
• Specific Projects: Limited project access
• No Projects: No project access
• Pending Approval: Awaiting project approval

👤 User Profiles

Profile Management

1. Go to Manage Users
2. Click on user name
3. Edit profile information
4. Update permissions
5. Save changes

Profile Information

• Personal Details: Name, email, phone
• Work Information: Department, position
• Preferences: Notification settings
• Activity: Recent activity log

🔐 Permission Management

Role-Based Permissions

• View: Can see information
• Edit: Can modify information
• Create: Can create new items
• Delete: Can remove items
• Manage: Can manage others

Project Permissions

• Project Access: Which projects user can access
• Task Permissions: What user can do with tasks
• File Access: Which files user can access
• Report Access: Which reports user can view

Custom Permissions

• Create Custom Role: Define specific permissions
• Clone Role: Start with existing role
• Fine-tune Access: Set granular permissions
• Test Permissions: Verify access levels

📊 User Activity

Activity Monitoring

• Login History: Track user logins
• Task Activity: Monitor task completion
• Time Tracking: Track time spent
• File Access: Monitor file downloads

Performance Metrics

• Task Completion: Tasks completed vs assigned
• Time Efficiency: Time spent per task
• Collaboration: Comments and interactions
• Productivity: Overall productivity metrics

🎯 Team Management

Team Organization

• Departments: Organize by department
• Projects: Group by project
• Roles: Group by role
• Skills: Organize by skills

Team Collaboration

• Communication: Team communication tools
• File Sharing: Shared file access
• Notifications: Team notifications
• Updates: Project updates

📈 User Analytics

User Reports

• Activity Reports: Detailed activity analysis
• Performance Reports: User performance metrics
• Time Reports: Time tracking analysis
• Collaboration Reports: Team collaboration metrics

Dashboard Widgets

• Active Users: Currently active users
• Recent Activity: Latest user activities
• Performance Metrics: Key performance indicators
• Team Status: Team member status

🔄 User Lifecycle

Onboarding

1. Account Creation: Create user account
2. Role Assignment: Assign appropriate role
3. Project Assignment: Add to relevant projects
4. Training: Provide training materials
5. Welcome: Send welcome message

Active Management

• Regular Reviews: Periodic permission reviews
• Performance Monitoring: Track user performance
• Feedback Collection: Gather user feedback
• Training Updates: Provide ongoing training

Offboarding

1. Project Transfer: Transfer projects to others
2. Data Export: Export user data if needed
3. Permission Revocation: Remove access
4. Account Deactivation: Deactivate account
5. Data Cleanup: Clean up user data

🚨 Common Issues

User Access Problems

• Login Issues: Check user credentials
• Permission Errors: Verify user permissions
• Project Access: Check project assignments
• Role Problems: Verify role assignments

Performance Issues

• Slow Loading: Check user activity
• Memory Issues: Monitor resource usage
• Database Problems: Check database performance
• Cache Issues: Clear user cache

🛠️ Best Practices

User Management

• Regular Reviews: Review user access regularly
• Principle of Least Privilege: Grant minimum required access
• Documentation: Document user management policies
• Training: Provide user training

Security

• Strong Passwords: Enforce strong passwords
• Two-Factor Authentication: Enable 2FA where possible
• Regular Updates: Keep user information updated
• Audit Logs: Monitor user activities

📞 Support

User Management Help

• Documentation: Complete user management guide
• Video Tutorials: Step-by-step tutorials
• Support Team: Expert assistance
• Community: User community support

Troubleshooting

• Common Issues: Solutions to common problems
• Error Messages: Understanding error messages
• Performance Issues: Performance optimization
• Security Concerns: Security best practices

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Effective user management is key to successful project management! 👥