Application Settings & User Management

This section covers the administrative functions of CertHub, including user management and organization settings. These features are primarily accessible to users with administrative privileges and are essential for maintaining your organization's CertHub environment.

Accessing Settings

There are two convenient ways to access the settings in CertHub:

1. Via User Menu: Click on your profile picture in the top-right corner of the application. This will open a dropdown menu where you can access:

   • Profile: View and manage your personal profile
   • User Settings: Adjust your individual user preferences

2. Via Navigation Bar: In the left sidebar navigation, scroll to the bottom where you'll find the Settings icon. This provides access to general system settings and documentation.

   Figure 2: Settings icon located at the bottom of the left navigation bar

User Management

Administrators have comprehensive control over user management within the organization:

Figure 3: User management dashboard showing a list of current users with their roles, email addresses, and creation dates, along with options to add or delete users

1. Adding Users:

   • Click the "+ User" button in the top-right corner of the Users page
   • Fill in the required information:
     • Email
     • First Name
     • Last Name
     • Role (Admin, ExecutiveManagement,QMR, etc.)

   Figure 4: Add user form with fields for email, first name, last name, and role selection

2. Managing Existing Users:

   • View all users in a table format showing:
     • Name
     • Email
     • Role
     • Creation Date
   • Select users using checkboxes for bulk actions
   • Delete selected users using the "Delete" button
   • Search functionality available to quickly find specific users

3. User Roles: The system supports different role levels to ensure proper access control:

   • Admin: Full system access and management capabilities
   • ExecutiveManagement: Access to management-level features and reporting
   • ManagementRepresentative(QMR): Quality management system oversight

Organization Settings

Administrators can manage organization-wide settings to customize the CertHub environment:

Figure 5: Organization settings page showing company details and branding options

1. Company Information:
   • Manage company branding
   • Change company picture/logo by clicking on the image area

info

Only users with appropriate administrative permissions can access and modify these settings. All changes to organization settings are logged for audit purposes. In future updates, additional customization options will be available, including PDF export templates and document headers.