User Manual: Monthly Active User Review Prompt for Backend Admins
This feature ensures that backend admin users maintain an updated and compliant list of active platform users. On the a particular date of every month, a mandatory review is prompted, requiring admins to verify and update the status of users under their purview.
Frequency:
Triggered On: as per selected day of the month.
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Reminder On: one day after the triggered date.
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Deadline: Must be submitted before the end of the month
Steps to configure Monthly User Review
1. Navigate to Settings- From the Admin homepage, go to User Access Config.
2. Access Configuration Pop-up- A configuration pop-up will appear with two sections:
Auto Deactivate Users
Show Remind Admin Pop-up
3. Configure Auto Deactivate Users
4. Set the number of inactive days after which users should be auto-deactivated. Select specific roles to exclude from this rule (e.g., Admins, HR, etc.).
6. Set Reminder for Admins- Under Show Remind Admin Pop-up, choose the roles (e.g., Regional Admin, Super Admin) that should receive reminders.
8. Select the day of the month (e.g., 28th) when the reminder pop-up should appear.
9. Save Your Configuration- Click Submit to save all settings and activate the configuration.
Steps to perform Monthly User Review
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Login to the Admin Panel
On the configured day of the month, a pop-up prompt will automatically appear upon login. -
View Active User List
A list of all currently active users under your account will be displayed. -
Take Action on Each User
For each user, choose one of the following options:-
✅ Confirm: User is active and should retain access.
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❌ Deactivate: User is inactive, has left the organization, or should no longer have access.
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Save and Submit
After reviewing all users, click Submit to finalize your review. This submission is mandatory. -
Compliance Logging
All actions (confirmations and deactivations) are logged with user ID, action taken, and timestamp for auditing. -
Reminder (if not submitted)
On the next day, a reminder notification will appear if the review is incomplete. -
System Restriction
No other tasks or workflows can be performed until the review is completed and submitted.
Important Notes
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This review is a mandatory monthly process to ensure up-to-date user access control.
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Failure to complete the review will lock out the admin from all other tasks.
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