Create platform users

Role: Admin 🛡️

The administrator creates accounts for every member who will use the platform. Each user needs an account before being granted access to any project.

How-to

Sign in to AIPD Admin (URL: /admin/). In the left sidebar, select Users under the System Management group.

Create a single user

1. Click the "Add User" button (top-right corner).

2. Fill in the form:

   Field	Required	Notes
   User Name	Yes	Login name, must be unique
   Full Name	No	Full display name
   Email	Yes	Sign-in email
   Password	Yes	Initial password
   Title	No	Job title (e.g. Senior BA)
   Division	No	Department
   Center	No	Center/unit
   Language	No	UI language: English / Vietnamese / Japanese
   User Type	Yes	Admin — full system privileges; Client — regular user
   Status	Yes	Toggle on/off: Active / Inactive

3. Click "Add User" to save. The account is created immediately and the user can sign in with the username + password you just set.

Create users in bulk (CSV import)

When onboarding a whole team, use the import feature to save time:

1. Click the "Actions" button → choose "Download Template" to download the sample CSV file.
2. Fill data into the file following the exact format (see the column table below).
3. Click "Actions" → "Import Users" → pick the prepared CSV/XLSX file.
4. The system validates each row; if there are errors, it shows a detailed error list per row number.
5. When the import succeeds, the users appear in the list right away.

CSV import file structure:

Column	Required	Sample value
USERNAME	Yes	john.doe
EMAIL	Yes	john.doe@company.com
FULLNAME	No	John Doe
PASSWORD	No	Pass@1234
TITLE	No	Business Analyst
DIVISION	No	Digital Banking
CENTER	No	Center A
STATUS	No	ACTIVE or INACTIVE
USERTYPE	No	ADMIN or CLIENT
LANGUAGE	No	en, vi, or jp

Export the user list

Click "Actions" → "Export Users" to download a CSV containing the full list (or only the users currently filtered by the search keyword).

Manage existing users

• Search: type a keyword into the "Search users..." box — searches by Username, Full Name, or Email.
• Edit: click the pencil icon ✏️ on the user row, update the information, and click "Update User". To keep the old password, leave the Password field blank.
• Delete a single user: click the trash icon 🗑️ on the corresponding row and confirm in the dialog.
• Bulk delete: tick multiple rows → click "Delete Selected" → confirm.

Permissions

The Add User, Edit, Delete, Import, Export buttons are only shown/enabled when the signed-in Admin account has the matching permissions on the Users screen.

Next step

Once users are created, move on to 02 — Set up platform permissions to define the required permission scopes.