The Team Section allows Admin Users to manage all user accounts within the Requisition Management System. From here, admins can:
Invite new users to the platform,
Assign or change user roles, and
Manage existing users’ access and status.
This section is only available to Admin Users. Member users do not have access to the Team Section.
Main Elements
The Team Section includes three main elements:
1. Team Members Table
This table lists all users who are already active in the platform. Each row displays key details for each user, including:
Name
Role (Admin or Member)
Email
Phone Number
Confidential Access (whether the user can view confidential requisitions)
Status (Active or Inactive)
Each user entry also includes a menu with options, which allows admins to:
Edit user details
Deactivate an active user
Activate a previously deactivated user
All these actions can only be performed by Admin Users.
2. Pending Invites Table
This table lists users who have been invited to the platform but have not yet activated their accounts.
These are users who received the invitation email but haven’t completed the activation process. Once they finish their account creation, they will move from the Pending Invites table to the Team Members table.
3. Invite New Members Button
This is the main button used to invite new users to the platform. Each new user must be added individually. When inviting a new member, the following information must be completed:
Mandatory Fields
Name
Email
Role (Admin or Member)
Confidential Access (whether the user can see confidential requisitions)
Optional Fields
Phone Number
Job Title
After submitting the invitation, the user will receive an email notification with a link to activate their account. Once the user activates their account, they will appear in the Team Members table.
Available Filters
Search Input
This filter is available in both the Team Members Table and the Pending Invites Table. It allows admins to search for users by name or email.
Role Filter
Also available in both tables, this filter allows admins to filter users by role — either Admin or Member.
Status Filter
This filter is available only in the Team Members Table, since it applies to active users who already have an account in the system. Admins can use this filter to view users by their status — either Active or Inactive.
