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Managing Users

User management happens primarily in Keycloak. Reclamia reads user data from Keycloak and syncs it automatically.

Adding New Users

Via Keycloak Admin Console:
  1. Go to https://api.64.226.86.247.sslip.io/keycloak
  2. Navigate to Users section
  3. Create new user with username, email
  4. Set temporary password (user changes on first login)
  5. Assign roles: admin, manager, employee
  6. User receives email and joins organization
Via Self-Signup:
  1. Users visit signup page
  2. Select organization from list
  3. Create account with email/password
  4. Receive EMPLOYEE role by default
  5. Can be promoted by admin later

Assigning Roles

Roles are assigned in Keycloak and synced to Reclamia:
  • ADMIN: Full system access
  • MANAGER: Department oversight
  • EMPLOYEE: Daily claim management
To change role:
  1. Edit user in Keycloak
  2. Update role assignments
  3. Role takes effect on next login

Department Assignment

In Reclamia admin console:
  1. Go to Organization Settings
  2. Select user
  3. Assign to department (Production, Quality, Maintenance, etc.)
  4. Department determines workload visibility

User Status

Users can be:
  • Active: Can login and work
  • Inactive: Cannot login (admin can reactivate)
  • Pending: Invitation sent, awaiting response

Permissions by Role

ADMIN

  • Create/edit all claims
  • Manage all users
  • Configure system
  • Access all data
  • Create business rules
  • Configure AI agents

MANAGER

  • Create claims
  • Manage team claims
  • View department data
  • Create department rules
  • Escalate claims
  • Monitor SLA

EMPLOYEE

  • Create claims
  • Collaborate on assigned claims
  • View personal dashboard
  • Cannot manage other users
  • Cannot access admin

Deactivating Users

When employee leaves:
  1. Go to Keycloak Admin Console
  2. Find user
  3. Mark as inactive or delete
  4. Cannot login anymore
  5. Previous claims remain in system for history

Next Steps