User Management

In fresh setup of Oracle Insurance Rules Workbench, the initial user has the administrator role. The administrator is responsible for creating, viewing, and managing all subsequent user accounts and assigning roles. This enables centralized control over user access and permissions within the application.

User Screen Layout

When accessing the Users screen, administrators will see a structured and intuitive interface designed for efficient user management.

The main areas are:

  1. Main Menu (Top-Right)

    1. Users : Opens the user management panel.

    2. Roles : Opens the role management panel.

  2. Users Panel (Left)

    1. Displays a categorized and alphabetized list of all users.

    2. Create New (‘+’ Icon): Opens the form to create a new user.

    3. Alphabet Navigation (A–Z): Quickly filters users by the first letter of the username.

  3. Details Panel (Right)

    1. Appears blank until a user is selected.

    2. Displays details for the selected user:

      • Username (read-only after creation)

      • Email Address

      • Password field

      • List of available roles and assigned roles

Creating a User

Pre-requisite: The logged-in account must have the admin role.

  1. Log in to the Oracle Insurance Rules Workbench using valid admin credentials.

  2. Navigate to the Users area from the top-right menu.

  3. In the Users panel, click the ‘+’ (Add users) icon.

  4. In the Details panel, enter the required user information (User Name, Email, Password).

  5. Review the list of available roles:

    • To select multiple roles, hold the Ctrl key while clicking.

    • Use the right arrow (→) to assign selected roles.

    • Use the left arrow (←) to remove roles from assignments.

  6. Click Create to finalize and save the new user.

  7. The new user appears in the alphabetized user list.

Editing or Deleting a User

Pre-requisite: The logged-in account must have the admin role.

  1. Select a user from the Users panel on the left.

  2. The selected user’s details appears in the Details panel on the right:

    • Username is displayed as read-only and cannot be modified after creation.

    • Email and Password fields can be edited as needed.

  3. To update role assignments:

    • Use the arrow buttons (→ / ←) to move roles between Available and Assigned lists.

  4. Click Update to save changes (or)

  5. Click Delete to remove user permanently.