The Users section provides all the tools required to manage user accounts, organisational structure, and access permissions in OptimiDoc. Administrators can create and edit users, organise them into departments and groups for access control, perform bulk operations, and import user accounts from external directories.
Configuration and management are performed in the following sections:
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User list - Create, edit, enable, or disable user accounts, assign roles and group memberships, and manage individual user settings.
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Departments - Define and maintain the organisational structure by grouping users into departments, which can be used for access control, reporting, and policy assignment.
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Groups - Create logical groups of users to simplify the assignment of roles, permissions, and policies across multiple users.
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Import - Configure and manage bulk user provisioning and synchronisation from external sources.
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CSV - Import or update user accounts in bulk using CSV files, suitable for manual uploads or one‑off migrations.
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Import Sources - Configure automated user import and synchronisation from external directories or identity providers.
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