Administrator
1. Using Sanplex by Role
1.1. Administrator
1.1.1 Manage Departments
1.1.2 Manage Users
1.1.3 Manage Permissions
2. Introduction of Sanplex features
2.1. Core Management Framework
2.1.1 Program
2.1.2 Project
2.1.3 Product
2.1.4 Execution
2.1.5 Management Models
2.2. Dashboard
2.2.1 Getting Started with Tutorials
2.2.2 Quick Add
2.2.3 Notification Center
2.2.4 Effort Tracking
2.2.5 Dashboard - Project and Execution
2.2.6 Dashboard - My Work, Contribution, and Recents
2.2.7 Dashboard - Approval
2.2.8 Contacts
2.3. Program
2.3.1 Program List
2.3.2 Program Kanban
2.3.3 Create Program
2.3.4 Create Sub-Programs
2.3.5 Project Charter Management
2.4. Product
2.4.1 Create Product
2.4.2 Manage Modules
2.4.3 Multi-Branch and Multi-Platform Management
2.4.4 Manage Plans
2.4.5 Manage Stories
2.4.6 Story Reviews
2.4.7 Story Status and Phase
2.4.8 Create Releases
2.4.9 Track Progress
2.4.10 Epics and Multi-Level Stories
2.5. Project
2.5.1 Scrum Project
2.5.2. Waterfall Project
2.5.2.1 Manage Project Phases
2.5.2.2 Project Design
2.5.2.3 Project Matrix
2.5.2.4 Project Reports and Earned Value Management
2.5.2.5 Project Baselines
2.5.2.6 Project Change
2.5.3. Kanban Project
2.5.3.1 Set Up Kanban Projects
2.5.3.2 Configure Kanban Boards
2.5.3.3 Use Kanban Boards
2.5.4 Hybrid Agile Project
2.5.5 Hybrid Waterfall Project
2.5.6. Project Settings
2.5.6.1 Project Setup
2.5.6.2 Project Executions
2.5.6.3 Project Requirements
2.5.6.4 Project Builds
2.5.6.5 Project Tests
2.5.6.6 Project Docs
2.5.6.7 Project Releases
2.5.6.8 Project Reports
2.5.6.9 Project Risks
2.5.6.10 Project Issues
2.5.6.11 Project Opportunities
2.5.6.12 Project Deliverables
2.5.6.13 Project Reviews
2.5.6.14 Project Process
2.5.6.15 Deliverables
2.5.6.16 Quality Assurance
2.5.6.17 Project-specific Workflow Management
2.5.7 Project Templates
2.6. Execution
2.6.1 Product Planning and Task Breakdown
2.6.2 Task Assignment and Daily Tracking
2.6.3 Build Creation and Test Requests
2.6.4 Bug Confirmation and Resolution
2.6.5 Execution Kanban Boards
2.7. Testing
2.7.1 Write Test Cases
2.7.2 Execute Test Cases
2.7.3 Bug Submission and Reports
2.7.4 Verify and Close Bugs
2.7.5 Test Case Scenes
2.7.6 Submit a Test Request
2.7.7 Test Report
2.8. Agent
2.8.1 Conversation
2.8.2 Sanplex Agents
2.8.3 General Agents
2.8.4 Skill Management
2.8.5 AI Knowledge Library
2.8.6 Models
2.8.7 ZAI Service Installation
2.8.8 ZAI Service Control Panel
2.8.9 ZAI Configuration
2.9. Kanban
2.9.1 Kanban Spaces
2.9.2 Kanban Regions
2.9.3 Kanban Cards
2.10. Company
2.10.1 View Team Members and Work Information
2.10.2 View Recent Company Activity
2.10.3 View and Edit Company Information
2.11. Feedback
2.11.1 Configure, Create, and Review Feedback
2.11.2 Process Feedback and Send Notifications
2.11.3 Tickets
2.12. Admin Settings
2.12.1. System Settings
2.12.1.1 Mode
2.12.1.2 Backup
2.12.1.3 Trash
2.12.1.4 License
2.12.1.5 Security
2.12.1.6 Cron Job
2.12.1.7 Time Zone
2.12.1.8 Rebuild Index
2.12.1.9 LDAP
2.12.1.10 Table Engine
2.12.2 Feature Options
2.12.3. Users Management
2.12.3.1 Set Departments and Edit Company Profile
2.12.3.2 Manage Users
2.12.3.3 Set Permisions
2.12.4. Feature Configuration
2.12.4.1 Dashboard
2.12.4.2 Product
2.12.4.3 Project
2.12.4.4 Execution
2.12.4.5 Test
2.12.4.6 Kanban
2.12.4.7 Feedback
2.12.4.8 Tickets
2.12.4.9 User
2.12.4.10 Relations (Standard Version)
2.12.4.11 Meaturement
2.12.5 Migrate Jira Data to Sanplex
2.12.6 Jira to Sanplex Migration Mapping
2.12.7 Migrate Confluence Data to Sanplex
2.12.8. Agent Configuration
2.13. Asset Library (Premium)
2.13.1 Asset Library Management (Premium)

Manage Users

2026-04-13 15:26:32
Sanplex Content
488
Last edited by Jing WANG on 2026-10-15 18:19:47
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Summary: Learn how to access user management, add internal or external users individually or in batch, assign user roles and permission groups, and batch edit selected users in Sanplex.

After setting up the organization and departments, administrators can manage system users in Admin > Users

  • Use Add User or Batch Add Users to create users individually or in batch.
  • Use the action buttons in the user list to edit or delete individual users.
  • Select multiple users and click Edit at the bottom of the list to perform batch editing.

1. Access User Management

Go to Admin and select Users under Settings.

Admin page showing the Users settings card for managing departments, users, and permissions.

The Users area provides access to Department, User, and Permission management.

The page provides separate views for Internal Users and External Users. You can search users, browse users by department, and manage user records from the list.

Admin > Users > User page showing Internal Users and External Users tabs, department navigation, the user list, and the Add User menu.

2. Add a User

On the User page, open the Add User menu in the upper-right corner and select Add User.

On the Add User page, enter the user information as needed. Available fields include:

  • User Type
  • Department
  • Account
  • Password
  • Confirm Password
  • Interface Type
  • Name
  • Join Date
  • Role
  • Superior
  • Permission Group
  • Email
  • SVN / GIT Account
  • Gender

For User Type, select Internal Users or External Users.

For Interface Type, Sanplex provides Full Feature Interface and Operations Interface. Select the interface type that matches the user's work responsibilities.

Use Role to specify the user's job role. The selected role affects the sorting order of content and user lists.

Use Permission Group to assign the appropriate permission group to the user.

After entering the user information, enter your current system login password in the Password field at the bottom of the page, then click Save.

Add User page showing User Type, Department, Account, Password, Confirm Password, Interface Type, Name, Join Date, Role, Superior, Permission Group, Email, SVN / GIT Account, Gender, and the system login password field.

For information about configuring permission groups and user permissions, see Manage Permissions.

3. Batch Add Users

On the User page, open the Add User menu and select Batch Add Users.

Choose Internal Users or External Users, then enter user information in the available rows.

The batch creation page includes fields such as:

  • Department
  • Account
  • Name
  • Interface Type
  • Role
  • Permission Group
  • Email
  • Gender

For fields that use the same value across multiple users, click Ditto to copy the corresponding value to subsequent rows.

After entering the required information, click Save.

Batch Add Users page showing Internal Users and External Users options and multiple rows for Department, Account, Name, Interface Type, Role, Permission Group, Email, and Gender.

4. Batch Edit Users

On the user list, select the users you want to update using the checkboxes.

After multiple users are selected, click Edit at the bottom of the list to perform batch editing.

User list with multiple users selected and the Edit button displayed at the bottom with the number of selected users.

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