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User Details Page

Introduction​

This guide explains how to use the User Details page in My Home Plan to view a user’s profile information and manage the clients assigned to that user.

Accessing the Page​

  1. From the left sidebar, click Users.
  2. Click on a user’s Name in the table to open their details page (/users/:id).

Navigating the Page​

  • Breadcrumbs: Shows the path Users → {User Name} once the user is loaded.
  • Profile Header:
    • Avatar: Initial-based placeholder inside a circle.
    • Name: Displayed prominently.
    • Access Level: Shown as a rounded badge (e.g., admin, finance, sales, etc.).
  • Personal Information:
    • Email: The primary email for the user.
  • Assigned Clients section:
    • Table of clients assigned to the user with columns:
      • Name (links to /clients/{id})
      • Email
      • Phone
      • Created At (relative time)
      • Actions: Edit and Delete
    • Pagination controls appear below the table when there are multiple pages.
    • Loaders & Errors:
      • A small spinner appears in the section header while client data is loading.
      • A red error banner appears at the top if an API error occurs.
  • Modals:
    • Edit Client: Opens the client edit modal to update client fields.
    • Delete Client: Opens a confirmation dialog before removal.

Key Features​

  • Inline Navigation: Jump to client detail pages by clicking the client Name.
  • Client Management: Edit or delete assigned clients directly from the user’s page.
  • Pagination: Navigate through multiple pages of assigned clients.
  • Loading Indicators: See spinners for both the user profile and assigned clients while data is fetched.
  • Error Handling: Inline error messages are displayed when requests fail.

Common Tasks​

  1. View a User’s Profile
    • Open the Users page and click the user’s Name.
    • Review the Access Level badge and Email in the profile panel.
  2. Edit an Assigned Client
    • In Assigned Clients, click Edit on the desired row.
    • Update the client in the modal and save.
  3. Delete an Assigned Client
    • Click Delete on the client row.
    • Confirm in the Delete client modal.
  4. Navigate Pages
    • Use the Pagination controls under the table to move between pages of clients.

Troubleshooting​

  • User or Clients Not Loading?
    • Check your internet connection and try refreshing the page.
  • No Assigned Clients Shown
    • The user may not have any clients yet or you may be on an empty page number; try page 1.
  • Error Banner Appears (red box)
    • The message is returned by the API. Retry or contact support if the issue persists.
  • Can’t Edit/Delete a Client
    • Ensure you have the required permissions.

Contact Support​

Reach out via: