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User Management System Documentation

Complete user documentation for managing access control through Users, User Groups, Roles, and Permission Scopes.

Documentation Structure

user-management/
├── README.md # This file - Documentation index
├── 01-overview.md # System overview and architecture
├── 02-core-concepts.md # Core concepts and terminology
├── 03-users.md # Users module documentation
├── 04-user-groups.md # User Groups module documentation
├── 05-roles.md # Roles module documentation
├── 06-permission-scopes.md # Permission Scopes module documentation
├── 07-best-practices.md # Best practices and guidelines
├── 08-common-mistakes.md # Common mistakes and how to avoid them
├── 09-use-cases.md # Real-world use case examples
├── 10-quick-reference.md # Quick reference card and glossary
└── screenshots/ # UI screenshots for documentation
DocumentDescription
OverviewSystem architecture and module relationships
Core ConceptsN-1 hierarchy, scopes, dynamic rules, localization
UsersManaging individual user profiles
User GroupsOrganizing users into collections with dynamic rules
RolesDefining permission sets and access control
Permission ScopesExtending permission visibility beyond hierarchy
Best PracticesRecommended approaches for effective management
Common MistakesAnti-patterns to avoid
Use CasesReal-world scenario examples
Quick ReferenceCheat sheet and glossary

System Overview

The User Management System provides comprehensive access control through four interconnected modules:

┌─────────────────────────────────────────────────────────────────┐
│ Access Control Flow │
├─────────────────────────────────────────────────────────────────┤
│ │
│ USERS ──────► USER GROUPS ──────► ROLES │
│ │ │ │ │
│ │ │ ▼ │
│ │ │ PERMISSIONS │
│ │ │ │ │
│ │ ▼ ▼ │
│ └──────► DYNAMIC RULES ──► PERMISSION SCOPES │
│ (Extends visibility) │
│ │
└─────────────────────────────────────────────────────────────────┘

Key Features

ModuleKey Capabilities
UsersProfile management, status tracking, manager hierarchy
User GroupsManual/dynamic membership, role assignment, bulk operations
Roles100+ permissions across 20 categories, scope assignment
Permission ScopesVisibility populations, hierarchy extension

Getting Started

  1. New to the system? Start with Overview and Core Concepts
  2. Setting up access? Follow the module guides in order (Users → Groups → Roles → Scopes)
  3. Need quick answers? Check the Quick Reference
  4. Troubleshooting? Review Common Mistakes

Key Concepts at a Glance

ConceptDefinition
N-1 ScopeDefault visibility - direct reports only
Permission ScopeExtends visibility beyond N-1 hierarchy
RoleCollection of permissions assigned to users/groups
User GroupCollection of users for bulk management
Dynamic RulesAutomatic group membership based on user attributes
Manual AssignmentIndividual user selection for groups

Membership Types

Users can be added to groups through three different methods:

TypeIconDescriptionAutomatic Updates
ManualHandAdmin manually selects usersNo
DynamicSync arrowsRule-based on user attributesYes
GroupUsersInherited from another groupYes

Version Information

ItemValue
Documentation Version2.0
Last Updated2024
PlatformNeobrain HR Platform