# Module 2 -  User Management

<p class="callout info">Users and their profile information form the backbone of the OPS-COM software. This module links all other system areas, providing a complete history of user activity, permits, vehicles, and financial transactions. This article is for OPS-COM administrators who need to create, manage, and communicate with user accounts.</p>

### Setup and Configuration

Administrators can add users manually or facilitate self-registration.

#### Manual Registration

1. Navigate to the **Quick Registration** area.
2. Input all required user information, ensuring you assign the appropriate **User Type** to define the rules applicable to that user.
3. Click **Save** to create the account.

#### User Portal Registration

For information on how users create their own accounts via the portal, refer to the *Registering as a New User* wiki page.

### Using this Feature

You must search for a user to access their account details. Once located, click the **Username** in the search results to open the **User Profile Landing Page**, which serves as a quick-reference dashboard for the user's information and history.

#### User Profile Landing Page

From this dashboard, you can perform the following actions:

- **Edit user profile**: Update personal details, configure **Tax Exemption** information, add or edit **Stored Credit Cards**, and manage **Payment Subscriptions**.
- **View and edit associated vehicles**: Add, edit, or remove vehicles. This area is also used to toggle **DNTT** (Do Not Ticket or Tow) status for a vehicle.
- **View outstanding Violations**: Quickly identify any unpaid or active citations.
- **View active Permits**: Access a summary of the user's current parking permissions.

#### User Profile Tabs

Use the tabs located across the top of the profile to manage specific aspects of the account:

- **Manage Lockers**: Purchase or manage locker assignments for the user.
- **Purchase Permits**: Issue parking permits, including temporary permits and access cards. You may also **Sell Prorated Permits** from this tab.
- **Manage Payments**: Process payments for all due items, including lockers, permits, and violations. This tab also displays financial adjustments made to the account.
- **View User History**: Review all transactions, including reservations, payments, appeals, **DNTT** records, and email logs. You can also access a complete system log of user transactions. If your organization uses the **IncidentAdmin** module, you may also view or edit incident history here.

#### Merging Users and Vehicles

If you encounter duplicate profiles or data errors, use the merge tools to consolidate information:

- **Merge Users**: Combine two profiles for the same person. This is often necessary if a user created a profile in error, underwent a name change, or if a manual admin-created profile duplicates a user-created one.
- **Merge Vehicles**: Combine two vehicle records. This is particularly useful when a vehicle with existing violations is added to a user account, as it associates the violation history directly with that user.

### Communication and Custom Forms

#### Bulk Email

To target communications to specific user groups, use the **More...** menu to access email filtering options. You can also export the **Consented Report** to identify all users who have opted into email communications.

#### Forms Module

If your organization has purchased the **Forms** module, you can create custom forms for user requests, such as parking exceptions or move-in/move-out coordination.

<p class="callout success">Regularly review your **Consented Report** to ensure your bulk email communications comply with your organization's messaging policies and local privacy regulations.</p>

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### <span style="color: rgb(22, 145, 121);">Best Practices and Considerations</span>

- <span style="color: rgb(22, 145, 121);">**Data Integrity**: **Always use the Merge tools when you identify duplicate user or vehicle records.** Maintaining a single, accurate profile for each user ensures that history, violations, and permit data remain correctly linked.</span>
- <span style="color: rgb(22, 145, 121);">**Verification**: When manually adding a user, verify the **User Type** carefully, as this determines the parking rules and permissions that will apply to that individual.</span>