The User and Group Management module allows administrators to onboard, manage, and configure user accounts individually or in bulk using CSV/Excel templates.
Local user creation and management are currently supported. Support for SSO-based user provisioning and authentication will be introduced in an upcoming release.
Access to User management
- Navigate to the Settings section via the left sidebar.
- Select Users and Groups under the Settings menu.
- Select the Users tab.
View and Manage Users
The User and Group Management page includes tabs for:
- Users: Lists all registered users.
- Groups: Manage logical user groupings.
| Column | Description |
|---|
| Name | Display username with which the user can login |
| First Name | User’s given name. |
| Last Name | User’s family or surname. |
| Email | Registered email address used for communication and login. |
| Status | Indicates whether the user account is Enabled or Disabled. |
| Group | Displays the user’s assigned group or role classification. |
You can search for users, click on a user to edit, or use the + User button to create a new user. Optionally, click Import to bulk upload users via CSV.
Create a User
- Click on “+ User”
- Basic Information
- Username
A unique identifier for the user (e.g., agreen). This will be used for login and user management.
- First Name
The user’s given name.
- Last Name
The user’s family or surname.
- Email
The user’s registered email address is used for login and notifications.
- Password: Either manually set or auto-generated
You can either manually set a password or allow the system to auto-generate one.
Password Requirements:
- Minimum of 13 characters
- Must include:
- Uppercase letters
- Lowercase letters
- Numbers
- Special symbols
- Add Attributes (Optional)
- Phone Number
Enter the user’s contact number, including the country code (e.g., +1 617 555 1234).
- Website
Provide the user’s professional or company website.
- Middle Name
To record the user’s middle name, it is useful for distinguishing users with similar names.
- Profile (e.g., LinkedIn URL)
Include a link to the user’s public profile, such as LinkedIn.
- Click Create to complete the user registration process in the Reva Platform.
Bulk Import Users
Download a template for bulk user creation.
- A modal allows you to:
- Drag and drop a CSV/Excel file.
- Download a template for bulk user creation.
- Supported file types: .csv
| Column | Requirement | Description |
|---|
| username | Required | Unique identifier (e.g., jsmith) |
| email | Required | Registered email address used for communication and login. |
| first_name | Required | User’s given name “Alice” |
| last_name | Required | User’s family name “Green” |
| generate_password | Optional | Set to true for auto-generated passwords |
| password | Conditional | Required if generate_password=false; ignored if generate_password=true |
| phone_number | Optional | Include country code (e.g., +16175551234) |
| website | Optional | Full URL (e.g., https://acme.com) |
| middle_name | Optional | User’s middle name “Webber” |
| profile | Optional | Social media URL (e.g., linkedin.com/in/jane-doe) |
