1.5 User Management

WhoBank Admin, Organization Admin

WhereSidebar › User Management

Permissionuser.view to see the list. user.manage to invite and change users

Screen titleBank Staff Management

Use this screen to give bank staff access to SaakhSetu, and to control that access over time. Every user has one role, which decides what they can do, and one org unit, which decides where they belong.

The screen

Search and filters

Control	What it does
Search name, email, mobile...	Finds staff whose name, email or mobile number contains what you type
Role	Shows only staff with the chosen role. Lists only roles that someone currently holds
Org Unit / Branch	Shows only staff in the chosen unit. Lists only units that have staff
Status	Shows only Active, Pending, Suspended or Locked staff

Filters can be combined. Clear a filter with the small × inside it.

Staff table

Column	Meaning
Staff Member	Full name, with the email address underneath
Role	The user's role
Org Unit / Branch	The unit the user belongs to, or Unassigned
Status	The account status (see User statuses)
Actions	The buttons available for this user. They change with the status

The table shows 10 staff per page. On a phone, each user appears as a card with the same information and buttons.

User statuses

Status	Meaning	Available actions
Pending	Invited, but the user has not activated the account yet	View, Edit, Resend Invite, Suspend
Active	Can sign in and work	View, Edit, Suspend
Locked	Blocked after 5 failed sign-in attempts. Unlocks by itself after 30 minutes	View, Edit, Unlock
Suspended	Access removed by an admin	View, Edit, Reactivate

stateDiagram-v2
    [*] --> Pending: Invite New User
    Pending --> Active: User activates from email
    Active --> Locked: 5 failed sign-ins
    Locked --> Active: Unlock, or 30 minutes pass
    Pending --> Suspended: Suspend
    Active --> Suspended: Suspend
    Suspended --> Active: Reactivate

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Invite a new user

Before you start

The user's org unit must already exist in Org Units Hierarchy, and their role must exist in Role & Permissions.

1. Select Invite New User (top right).
2. Fill in the fields below.
3. Select Send Invitation. You see Staff user invitation sent successfully!, and the user appears in the table as Pending.
4. The user receives an email and activates the account by setting a password. See Activate your account.

Field	Required	What to enter	Rules
Email Address	Yes	The user's work email, e.g. officer@examplebank.test	Valid email address. Must not already belong to another user. Cannot be changed later
First Name	Yes	The user's first name	2–50 characters. Must start with a letter. May contain letters, spaces, apostrophes ('), periods (.) and hyphens (-). No leading or trailing spaces
Last Name	Yes	The user's last name	Same rules as First Name
Mobile Number	No	10-digit Indian mobile number, e.g. 9800000001	Exactly 10 digits, starting with 6, 7, 8 or 9. No country code
Security Role Assign	Yes	The role that decides what the user can do	Choose from your bank's roles
Organizational Scoping Branch	Yes	The org unit the user works in	Choose from your bank's org units. Each is shown with its level, e.g. Pune East (branch)

Choosing the org unit

Assign branch staff (Credit Assistants and Credit Officers) to their branch. Assign staff who work across branches, such as a central Sanctioning Authority or Credit Operations team, to the office they actually work from, for example the Head Office.

View a user's details

Select View to open Staff Member Profile Details:

Detail	Meaning
Full Name, Email	The user's identity
Assigned Role	Their current role
Branch/Org Unit	Their unit, with its level
Status	Their current account status
Joined Date	When the user was invited
Failed Logins	Failed sign-in attempts since their last successful sign-in

Edit a user

Use Edit when someone changes their name, moves branch or changes role.

1. Select Edit on the user's row.
2. In Edit Staff Member, change First Name, Last Name, Security Role Assign or Organizational Scoping Branch. The email address is shown but cannot be changed.
3. Select Save Changes.

Role changes take effect on the next sign-in

A user's menus and permissions come from their role at the moment they sign in. After you change someone's role, ask them to sign out and sign in again.

Email address is permanent

The email address is the user's identity in SaakhSetu and in the audit trail, so it cannot be edited. If an address is wrong, suspend that account and invite the person again with the correct address.

Resend an invitation

For a Pending user who has lost the email, or whose link has expired, select Resend Invite. A fresh invitation email is sent. You can check delivery in Email Logs.

Unlock an account

For a Locked user, select Unlock. The account becomes active immediately and the failed-attempt count is reset. You see User account unlocked successfully. Failed login attempts reset.

Suspend and reactivate

Action	Steps	Result
Suspend	Select Suspend, then confirm with Yes, Suspend	The user can no longer sign in to your bank's workspace. Their records and history are kept
Reactivate	Select Reactivate on a suspended user, then confirm with Yes, Reactivate	The user can sign in again with their existing password

You cannot suspend yourself

A Bank Admin's own Suspend button is disabled, so the bank can never be left with no one able to manage users. Another admin must do it.

When staff leave

Suspend leavers on their last working day instead of reassigning their accounts. SaakhSetu keeps every action tied to the person who took it, and that audit trail must stay accurate.

Messages you may see

Message	Meaning
Staff user invitation sent successfully!	The invitation was created and the email was queued
Invitation link resent successfully.	A new invitation email was sent
Staff member updated successfully.	Your edits were saved
User access suspended. / User access reactivated.	The status change was applied
Action Failed banner	The change was rejected. The banner explains why, for example a duplicate email address. Close it with the ×