User/Clerk Management

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Administration Guide

Manage clerk accounts and permissions.

Accessing User Management

1. Click the Menu button
2. Select “Users”

Viewing Users

The Users page displays:

Columns:

• Name - Clerk’s full name
• Email - Login email address
• Role - Admin, Clerk, Supervisor, etc.
• Status - Active, Inactive
• Created Date - Account creation date
• Last Login - Most recent login timestamp
• Actions - Edit, Delete

Creating a New User

Steps

1. Click “Create User” button

2. The User Modal opens

3. Fill in Details:

   First Name (Required):

   • Clerk’s first name

   Last Name (Required):

   • Clerk’s last name

   Email Address (Required):

   • Must be unique
   • Used for login

   Password (Required):

   • Minimum 8 characters
   • Must meet complexity requirements
   • User will be prompted to change on first login

   Confirm Password (Required):

   • Must match password field

   Role (Required):

   • Admin: Full system access
   • Clerk: Standard juror management access
   • Supervisor: Clerk access plus reporting
   • Call Center: Call center operations only

   Status:

   • Active (can log in)
   • Inactive (cannot log in)
4. Click “Create User”
5. Success message appears
6. User receives welcome email with login instructions

What Happens

• Account created in AWS Cognito
• User receives welcome email with:
  • Login URL
  • Username (email)
  • Temporary password
  • Instructions to change password

Editing a User

1. Find user in table
2. Click Edit icon
3. Modify Fields:
   • Name
   • Email (caution: will change login)
   • Role
   • Status
4. Click “Save Changes”

Common Edits:

• Change role/permissions
• Update email address
• Deactivate account (set status to Inactive)

Note: You cannot edit another user’s password. Users must use “Forgot Password” to reset.

Deleting a User

1. Find user in table
2. Click Delete icon
3. Confirm deletion

Warning: This permanently deletes the account

Important:

• User’s historical actions are retained
• Cannot delete your own account while logged in
• Consider marking as “Inactive” instead

Resetting User Password

Option 1: User Self-Service

1. User clicks “Forgot Password?” on login
2. Enters email
3. Receives password reset email
4. Follows link to create new password

Option 2: Admin Reset

1. Edit the user
2. Click “Reset Password” (if available)
3. System sends password reset email
4. User follows email instructions

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Related Topics:

• Logging In - User login process
• Troubleshooting - Password issues

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