Admin Manager - Users

Users is where Administrators process registration requests and manage access.

Use it to:

• Create internal user records (Usr.tbUser) for confirmed registrants.
• Assign roles (e.g. Administrator, Manager).
• Delete registrations/users safely.

Access

Open:

• Admin > Manager
• Select Users

On desktop, the module opens in the right-hand pane (embedded mode). On mobile devices, it opens as a full page.

Understand the user states

The list displays two key flags:

• Confirmed: the user confirmed their email in Identity.
• Registered: the internal user record exists (Usr.tbUser).

These states are explained here:

• Users - Registration process

Process a new registration (Confirmed = Yes, Registered = No)

This is the normal state after the user confirms their email address.

1. Find the user in the list.
2. Select Create.
3. Enter the internal user details.

Expected outcome:

• A Usr.tbUser record is created.
• The user becomes Registered.
• The user can then be assigned roles.

User ID generation

When you enter a Name, Trade Control suggests a default User ID based on the name and makes it unique.

You can override the suggestion by typing a different User ID.

Assign roles (Confirmed = Yes, Registered = Yes)

1. Locate the user.
2. Select Roles.
3. Assign roles as required.

Expected outcome:

• The user has access appropriate to their role.
• Administrative modules remain restricted to Admins.

Delete a registration / user

Delete is intended for:

• Mistaken registrations.
• Users who should no longer have access.
• Cleanup after testing.

1. Select Delete for the user.
2. Confirm deletion.

Deletion consequences and constraints

Trade Control attempts to delete both:

• The Identity user (authentication/login)
• The internal user (Usr.tbUser)

If Usr.tbUser cannot be deleted due to references (foreign key constraints), deletion is blocked and an event is written explaining what must be removed first.