User Management Guide

Everything you need to know about User Management in the Command Center.

Introduction

This guide provides comprehensive information about user management in the Command Center platform, including user roles, account creation, authentication options, and management features.

User Roles & Permissions

CONTXT platform uses a role-based access control (RBAC) system with the following roles:

Role Hierarchy

1. Admin

   • Can create and manage users

   • Can assign roles to users

   • Has access to management dashboards and configuration options

   • Can view and modify application settings

2. Member

   • Standard access to platform features

   • Can view and interact with assigned data

   • Limited administrative capabilities

3. External User

   • Basic view-only access to shipment data

   • Restricted access to platform features

Role-Based Access

Each role has specific permissions related to different features and products in the Command Center. These permissions determine what actions users can perform and what data they can access.

Feature Access Levels by Role

Feature	Admin	Member	External User
User Management	Full Access (Create, View, Edit, Delete)	View Only	No Access
Shipment	Full Access (Create, View, Edit, Delete)	Partial Access (Create, View, Edit)	View Only
Temp. Release	Full Access (Create, View, Edit, Delete)	Partial Access (Create, View, Edit)	No Access
Lane Profile	Full Access (Create, View, Edit, Delete)	View Only	No Access
Tags	Full Access (Create, View, Edit, Delete)	View Only	No Access
Product Profile	Full Access (Create, View, Edit, Delete)	View Only	No Access
Lane Performance	Full Access (Create, View, Edit, Delete)	Partial Access (View, Edit)	No Access
Lane Qualification	Full Access (Create, View, Edit, Delete)	Partial Access (View, Edit)	No Access

This permission structure ensures that users can only access the features and data appropriate for their role within the platform.

Account Creation & User Invitation

Creating New User Accounts

Only users with Admin privileges can create new user accounts in the system.

To invite a new user:

1. Log in to your Command Center account

2. Navigate to the "User Management" section

3. Click "Add New User"

4. Enter the required information:

   • Full name

   • Email address

   • Assigned role (Admin, Member, or External User)

   • Assigned company

5. Click "Send Invitation"

A verification email will be automatically sent to the new user with instructions to activate their account.

Account Activation Process

When a user receives an invitation:

1. They will receive an email with an activation link

2. The activation link is valid for a limited time

3. Upon clicking the link, they will be directed to set up their password or use SSO

4. They must create a password that meets security requirements or authenticate using SSO

5. Once complete, their account will be activated

Authentication Options

Password-Based Authentication

Users can authenticate using email and password credentials. Password requirements:

• Minimum 8 characters

• Mix of uppercase and lowercase letters

• At least one number

• At least one special character

Single Sign-On (SSO) Options

The platform supports:

• Google SSO

• Microsoft SSO

Users can connect their accounts to these authentication providers during account activation or from their profile settings.

Password Management

Password Reset

If a user forgets their password:

1. Click "Forgot Password" on the login screen

2. Enter the registered email address

3. Check email for password reset instructions

4. Follow the link to create a new password

5. Set a new password meeting security requirements

Password Change

To change an existing password:

1. Log in to your account

2. Navigate to Profile settings

3. Select "Security" section

4. Click "Change Password"

5. Enter current password and new password

6. Submit to update

User Profile Management

Viewing Profile Information

Users can view their profile information, including:

• Personal details

• Account information

• Subscription details

• Login history

Editing Profile Information

Users can update various profile details:

• Personal information

• Time zone preferences (affects how date-time data is displayed)

Role Assignment & Management

Assigning Roles (Admin Only)

To assign or change a user's role:

1. Navigate to "User Management"

2. Select the user you wish to modify

3. Click "Edit User"

4. Change the role assignment

5. Save changes

Role changes take effect immediately and automatically update user permissions.

Permission Enforcement

The system enforces permissions both on the user interface and at the API level:

• UI elements are conditionally rendered based on user permissions

• Unauthorized API requests are rejected with appropriate error messages

• Users cannot access features not assigned to their role

Session Management

Session Duration

• User sessions remain active for up to 7 days

• Sessions expire after 1 day of inactivity

Logout

Users can manually end their session by clicking the "Logout" button in the application header.

Additional Features

Time Zone Preferences

The platform uses UTC (Coordinated Universal Time) as the default time zone for all users. However, users can select their preferred time zone, which affects how all date and time information is displayed throughout the platform.

To update your time zone:

1. Log in to your account

2. Navigate to Profile settings

3. Select "Preferences" or "Account Settings"

4. Choose your preferred time zone from the dropdown menu

5. Save changes

After updating your time zone preference, all timestamps, scheduled events, and date-related information will automatically display in your selected time zone, making it easier to track activities based on your local time.

Need Help?

If you encounter any issues with user management, please contact your platform administrator or our support team at support@paxafe.com.