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User Management

Managing your team is simple in LISA.
This section will guide you through adding, updating, and removing users, assigning roles, and managing account statuses.

Adding a New User​

To invite a new team member into your institution:

  1. Select Users from main navigation menu in the Dashboard. Users Menu Item Screenshot

  2. Click on the + create button. Create-User button Screenshot

  3. Fill in the user’s details:

    • Full Name

    • Email Address

    • ** Other otional fields

      Create-User form Screenshot

  4. Click Create User.

The user will receive an email or WhatsApp message with a link to log in. Welcome Email Screenshot

View the video below for an end-to-end walkthrough: 🎥

User Roles​

Each user has a role that defines their permissions within the institution:

  • Admin – Can manage users, subscriptions, and all settings.
  • Advocate – Can create and manage cases, communicate with clients.
  • Lawyer – Works on assigned cases and tasks.

📸 [Insert screenshot: Role selection dropdown]
🎥 [Insert video: Understanding roles in Lisa CMS]

Updating a User​

Sometimes you’ll need to change a user’s details or role:

  1. Open Settings > Users.
  2. Find the user in the list.
  3. Click the Edit icon.
  4. Update their details or switch their role.
  5. Save your changes.

📸 [Insert screenshot: Editing a user]
🎥 [Insert video: How to update a user profile]

Deactivating a User​

When a team member leaves the institution, you can deactivate their account.

  1. Go to Settings > Users.
  2. Locate the user.
  3. Click Deactivate.
  4. Confirm the action.

⚠️ Deactivated users cannot log in, but their past cases, tasks, and records remain for auditing.

📸 [Insert screenshot: User deactivation]
🎥 [Insert video: Deactivating a user]

User Status​

Each user account has a status:

  • ✅ Active – The user can log in and work normally.
  • ⏸️ Dormant – The account exists but is not verified or not in use.
  • ❌ Inactive – The account is disabled.

📸 [Insert screenshot: User list showing statuses]

Resetting Passwords​

If a user forgets their password:

  1. They can click Forgot Password on the login screen.
  2. A reset link will be sent via Email or WhatsApp, depending on their account setup.
  3. After resetting, they can log back in.

📸 [Insert screenshot: Forgot password page]
🎥 [Insert video: Password reset process]

Tips for Managing Users​

  • Always keep contact details (email/phone) up to date.
  • Assign roles carefully to control access levels.
  • Deactivate accounts promptly when staff leave.

📸 [Insert screenshot: User management overview page]
🎥 [Insert video: Best practices for user management]

Summary​

With User Management, you can:

  • Invite new team members.
  • Assign roles and responsibilities.
  • Update user information.
  • Deactivate users when necessary.

This ensures your institution stays organized and secure.