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Step 3: Manage Users and Roles — LocalGov IMS Walkthrough

View system users, understand role-based access, and explore the permissions model

Walkthrough progress

Step 3 of 5 • 3 minutes

Step 3 3 minutes

Manage Users and Roles

View the pre-configured users, understand how role-based access works, and explore the different permission levels available in LocalGov IMS.

The Users page shows all system users. The demo includes a finance officer, cashier, and read-only auditor with different permission levels.

Expected outcome

  • You can see all 6 system users and their roles
  • You understand the difference between admin, finance, cashier, and auditor roles
  • You know how to create new users and assign permissions

View system users

  1. Click Users in the left sidebar. You'll see 6 pre-configured users.
  2. The demo includes users with different roles:
    • tester1/tester2 — full admin access (all modules)
    • finance.officer — can view/create transactions and transfers
    • cashier — can view/create transactions (no transfers)
    • auditor — read-only access to transactions
  3. Click View on any user to see their assigned roles and permissions.
  4. Try Create user to see the user creation form — you can set display name, office code, and role assignments.
Real-world context: In a live deployment, each council staff member would have their own account with permissions matching their job role — cashiers can take payments, finance officers can process transfers, and auditors can review but not modify records.

Need help?

If you're stuck, check the troubleshooting section or contact us.