🚀 Step-by-Step Administrative Workflows

1.Onboarding a New User:

1. Log into Lynx PMIS using your Administrator credentials.

2. Expand the Administration menu on the left sidebar and select Add User & Project.

3. Click the + Add User button at the top-right corner.

4. Fill in the user details form:

   • Full Name

   • Email Address (Used for sign-in and system notifications)

   • Department / Organization

   • Default System Role (Admin, Standard User, or Guest/Viewer)

5. 
   

6. Click Save & Send Invitation. An activation email with license activation details will be sent to the user.

[IMAGE PLACEHOLDER: Add User Modal Dialog with required input fields]

2.Assigning Users to Projects & Setting Roles:

1. In the Add User & Project view, locate the user from the user list.

2. Click the Actions (⋮) icon next to their name and select Assign to Project.

3. Select the target Project Name from the dropdown menu.

4. Assign a Project-Level Role:

   • Project Manager: Full management of tasks, subtasks, timelines, and S-Curves within the assigned project.

   • Team Member: Can create/update assigned tasks, post comments, and upload attachments.

   • Viewer / Client: Read-only access to dashboard progress, schedules, and reports.

5. 
   

6. Click Confirm Assignment.

[IMAGE PLACEHOLDER: Assign User to Project popup with Project Selector and Role Dropdown]

4.Managing & Deleting Telegram Integration Settings:

To edit or clear organization-wide Telegram integrations:

1. Go to Administration → Edit and Delete Telegram Settings.

2. To update webhooks or bot keys, edit the Bot Token or Global Group ID fields and click Update Settings.

3. To revoke an integration channel, click Delete Settings and confirm the safety prompt.

[IMAGE PLACEHOLDER: Telegram Settings Control Panel displaying Edit and Delete action buttons]

💡 Pro Tips & Security Best Practices

💡 Principle of Least Privilege: Always assign users the lowest role tier necessary for their daily work. Assign Viewer access to external clients and consultants to prevent accidental task modifications.

💡 Offboarding Team Members: When a staff member leaves the project, deactivate their account immediately via Administration → User Status → Deactivate. This preserves their historical task activity and audit logs while instantly revoking access.

❓ Frequently Asked Questions (FAQ)

Q1: Can a user be assigned to multiple projects with different roles?

A: Yes! A user can be a Project Manager on Project A and a Viewer on Project B. Project permissions are enforced independently for each project.

Q2: What happens when a user's license key expires?

A: The user will be automatically restricted from logging in. Admins can extend or re-assign licenses from Administration → License Allocation.

📞 Administrative Support

For advanced privilege configuration or license quota upgrades, contact our enterprise support team:

• 📧 Email: lynxpmis.support@gmail.com

• 📞 Help Desk: 019-3304704