Create and Manage Users

Create Users

1. From the left sidebar, navigate to your dashboard.
   
2. Under the Users category, select Manage Users.
   
3. At the bottom left of the page, you’ll see two options:
   • Add a new User.
   • Upload Users via CSV.
     
4. If you select Add a new user, you must fill in the following fields:
   • Username – Used to log in.
   • Select a Company – The company the user belongs to.
   • Roles – Assign additional permissions if needed.
   • New Password – Temporary password.
     • Enable Force Password Change to require users to reset their password on first login.
   • First name – User’s First Name.
   • Last name – User’s Last Name.
   • Email Address – User’s Email Address.
     • Make sure the email is valid; it’s used for certificates, notifications, and password recovery.
       
   • Other Fields:
     Assigning these ensures the user is included in relevant training programs linked to specific units.
     • Office Department.
     • Position.
     • Vessel.
     • Vessel Department.
     • Rank.
       
   • Once all fields are filled, click Create user.
      
5. If you select the Upload users option:
   • Click Choose a file and upload your CSV file containing user data.
   • You can use the example.csv file as a reference.
   • Select the Company for users assignment.
     
   • Click Upload users to proceed:
     
   • Configure the upload settings before uploading the users:
     
   • Upload type – Choose whether to Add or Update users.
   • New user password – Set to Field required in file if passwords are included in the CSV.
   • Force Password change – Set to All to prompt new users to reset their password on first login.
   • Optionally set default values for all users being uploaded.
   • After reviewing your settings, click Upload Users again to finalize.
     

Manage Users

1. From the left sidebar, navigate to your dashboard.
   
2. Under the Users category, select Manage Users.
   
3. You’ll be redirected to a list of all users on the Mathreex platform.
   • Use the search and filters to find a specific user.
   • Click Show More to access advanced filtering options.
     
   • Once located, click the user’s full name to view their profile, or use the four quick-action icons:
      
   • The first option ( ) shows the user’s progress across all assigned training programs.
   • The second option ( ) permanently removes the user and all their data.
     Note that once you select to delete a user, all data are also deleted from the Mathreex database, and we are unable to retrieve any of the user’s information or certificates.
   • The third option () temporarily restricts login access; managers can still view the account.
     The account suspension does not allow the user to login to the platform anymore; however, a manager has access to their account information/history. You may also select to unsuspend the user, providing him access to the Mathreex platform again.
   • The fourth option () allows you to edit a user’s account.
     Update any user details (same fields as in user creation).
     
   • Once you have updated the information you want, click on the Update profile button: