Module: Users & Groups
Module: Users
The Users module is the master record for every individual who can log in to the platform, including both investors and administrators. It handles authentication and serves as the central anchor that connects an individual to their various profiles, wallets, investments, and permissions.
Key Connections:
- A user can have one or more Profiles (e.g., an individual profile and a trust profile).
- All Wallets, EVM-Wallets, Investments, and activity logs are ultimately tied back to a
Userrecord. - Admin users are assigned permissions through
Groups.
The Users List View
This screen provides a platform-wide overview of all registered users.``
| Column Title | Description |
|---|---|
| ID | The unique identifier for the user record. |
| User | The user's name and/or email address. |
| Profiles | A count of the number of investment profiles associated with this user. |
| Last Investment | The status of the user's most recent investment activity. |
| Status | The current status of the user account (e.g., ACTIVE). |
| Joined at | The date the user registered on the platform. |
| Activity | The timestamp of the user's last detected activity. |
The User Details View
The user detail view is a comprehensive dashboard for managing and monitoring a single user's data and activities across the entire platform.
The Summary Block
The header provides an at-a-glance summary of the user's financial engagement, including total amount Invested, number of Investments, total Dividends paid, and their internal risk Sift score.
Tab: General
This tab contains the core identifying information and permission settings for the user.
| Title | Description |
|---|---|
| First/Last name | The user's legal name. |
| The user's primary email address, used for login and communications. | |
| Identity id | The unique system-generated ID for this user record. |
| Timestamps | Read-only fields for Created at and Updated at. |
| IP address / User agent | The last known IP address and browser information for the user. |
| Last login | A timestamp of the user's last successful login. |
| Groups | A dual-list interface to assign the user to administrator groups, thereby granting them specific permissions. |
| Data | A read-only JSON field showing additional metadata about the user's status (e.g., is_accredited). |
Tab: Security
This tab provides a high-level overview of the user's login history and security profile.
Login Sessions: A list of recent login attempts, showing the Location, Status (
OK,ERROR), Device, IP Address, and Time.Activity chart: A visual representation of the user's activity over time.
Tab: Session
This tab allows for the management of the user's active login sessions.
Session List: Shows all currently active sessions with details on when they were Issued, when they Expire, and when they were last Authenticated.
Actions: Administrators can manually End session to force a user to log out.
Tab: Profiles, Wallets, & Investments
These tabs provide filtered views of records associated with this specific user. They function identically to their main module counterparts.
Profiles: Lists all investment profiles created by this user.
Wallets: Lists all fiat wallets owned by this user.
Investments: Lists all investments made by this user across all offers.
Tab: Activity
This tab provides a detailed, granular log of user actions and events, similar to the Security tab but with more detail for auditing purposes.
Tab: History
The History tab provides a detailed and immutable audit trail of every change made to the User record itself. Its primary function is for compliance and internal auditing, answering the question: "Who changed what data on this user, and when?"
This tab typically displays a list of entries, where each entry represents a saved change to the user. Each entry would show:
Date/Time: The exact timestamp of the change.
User: The administrator who made the change or the user.
Action: The type of change.
Fields Changed: A summary of which specific fields were modified and their new values.
Tab: Logs
The Logs tab is a more technical view intended for administrators and developers. It displays low-level system and application logs related to this specific user. Unlike History, which tracks user-driven data changes, Logs tracks automated processes, API interactions, and system events.
This would be a feed of technical log entries, typically including:
Timestamp: The precise time the event occurred.
Service: The part of the system that generated the log.
Message: The detailed log message itself.
Module: Groups
The Groups module is the heart of the platform's Role-Based Access Control (RBAC) system. A "Group" is simply a role with a specific set of permissions. By assigning a User to one or more groups, you grant them the ability to perform specific administrative tasks.
Key Connections: Groups are assigned to Users to control their access to all other modules.
The Groups List View: All Admin Roles
This screen provides a simple list of all available roles (groups) that have been created in the system.
The Detail View: Defining a Role
The detail view is where you create or edit a role and its specific permissions.
Name: The name of the role (e.g., "Legal Officers," "Compliance Team").
Permissions Interface: This is the core of the module.
Available permissions: A list of every possible action an admin can take in the system.
Chosen permissions: The permissions that have been granted to this specific group.
Actions: Use the arrow buttons to move permissions between the "Available" and "Chosen" lists. You can also use the "Filter" box to quickly find a specific permission (e.g., search for "offer" to see all permissions related to the
Offermodule).