Common Platform Features

This section covers the features and functionalities shared across different user roles in the D-REC platform.

Organization Management

Viewing Organization

1. Access the Organization menu from the left sidebar
2. View organization details and structure
3. Access organization-specific features based on your role

User Management (Organization Admin)

Organization administrators have access to comprehensive user management capabilities:

1. View All Users

   • Navigate to Organization > All Users
   • See all users within your organization
   • View details including Name, Email, Role, and Status

2. User Actions

   • Edit user details using the pencil icon
   • Remove users using the delete icon
   • Monitor user status (Active/Inactive)

User Invitation System

Inviting New Users

1. Navigate to Organization > Invitation
2. Fill in required information:
   • First Name
   • Last Name
   • Email*
   • Role*

Note: Available roles differ based on your user type

Role Assignment Options

• For Developers:

  • DeviceOwner
  • User

• For Buyers:

  • SubBuyer
  • User

Managing Invitations

After sending an invitation:

1. System redirects to the Invitation tracking page
2. View all sent invitations
3. Monitor invitation status (Pending/Accepted)
4. System automatically sends two emails to invitee:
   • Confirmation link
   • Login credentials

Account Management

Profile Settings

Access your profile settings through Account Setting > Profile to:

1. Update personal information
2. Manage account preferences
3. View account status

Password Security

Reset your password through Account Setting > Profile:

1. Navigate to Security Setting tab
2. Enter new password following requirements:
   • Maximum 6 characters
   • Combination of upper and/or lowercase letters
   • Include at least one number
3. Confirm new password
4. Click "Reset Password"

Device Search Features

All users have access to the device search functionality with these filters:

• Select Country
• Device Type Code
• Off Taker
• Capacity(KW)
• SDG Benefits
• Commissioning Date range

Common search features include:

1. Filter button to apply selected criteria
2. Reset button to clear all filters
3. Search bar for quick lookups
4. Pagination controls

Best Practices

1. User Management:

   • Regularly review user access and permissions
   • Update or remove inactive users promptly
   • Verify email addresses before sending invitations

2. Account Security:

   • Change passwords periodically
   • Use strong passwords meeting all requirements
   • Keep profile information up to date

3. Organization Management:

   • Maintain clear role assignments
   • Document user responsibilities
   • Regular audit of user access levels