> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getray.info/llms.txt
> Use this file to discover all available pages before exploring further.

# User detail tabs

> The tabs of a user's detail page in the RAY admin portal: Units, Companies, Groups, Dependencies (primary users and dependents), Vehicles, Pets, Assigned Roles, Devices and Custom Profile Fields, with how to link a unit, company or group, add a dependent and assign a role. Reached by clicking a user under Directory → Users.

## Summary

A user's detail page in the RAY admin portal, opened by clicking a user under **Directory → Users**,
ends with a row of tabs. The tabs show and manage everything linked to that user: the units they
live or work in, their company, their groups, their primary user or dependents, their vehicles and
pets, their portal roles, the phones they use the app on, and the organization's custom profile
fields. The user's own fields are described in [Users](/directory/users).

## Where to find the user detail tabs

* Menu: **Directory → Users** (Arabic: **الدليل ← المستخدمين**), then click a user.
* The tabs are below the user's fields, in this order: **Units**, **Companies**, **Groups**,
  **Dependencies**, **Vehicles**, **Pets**, **Assigned Roles**, **Devices**, **Custom Profile
  Fields**.

## Who can see each user detail tab

Every admin who can open **Directory → Users** sees **Groups**, **Dependencies** and **Devices**.
The other tabs also need a feature in the admin's own role:

| Tab                       | Extra feature needed            |
| ------------------------- | ------------------------------- |
| **Units**                 | The buildings and units feature |
| **Companies**             | The companies feature           |
| **Vehicles**              | The vehicles feature            |
| **Pets**                  | The pets feature                |
| **Assigned Roles**        | The administration feature      |
| **Custom Profile Fields** | The administration feature      |

## User Units tab

The **Units** tab lists the units the user is linked to, with the columns **Name** and
**Relationship**. Clicking a unit name opens the unit. **Relationship** shows how the user is
linked: **Lease** when the unit has a lease, **Company** (with **Direct**) when the unit belongs to
a company and the user is company-managed, and otherwise **Direct** or **Group**.

### How to link a user to a unit

1. Open the user from **Directory → Users** and open the **Units** tab.
2. Click **Link**.
3. For a company-managed user, choose **Personal Units** or **Company Units**. **Company Units**
   lists only the units of the user's company.
4. Choose the **Unit**.
5. Click **Save**. The portal confirms "Unit Linked Successfully".

To remove a direct link, click **Unlink** on the unit's row and confirm. **Unlink** is not offered
for units the user holds through a lease.

## User Companies tab

The **Companies** tab lists the companies the user belongs to, with the columns **Name** (click to
open the company) and **Status** (**Active** or **Inactive**).

### How to link a user to a company

1. Open the user and open the **Companies** tab.
2. Click **Link**.
3. Choose the company in **Companies**.
4. Choose the **Type**: **Member** or **Manager**.
5. Click **Save**.

The dialog warns "This user will become company-managed". A company-managed account "is linked to
one and only one company. Deactivating the company or this user will prevent them from logging in".
If the user's email domain differs from the company's **Domain Name**, the dialog shows: "This
user's email doesn't match the company domain name. The user will still be a company-managed user".

Once a company-managed user belongs to a company, **Link** is disabled with the tooltip "This user
already belongs to a company."

## User Groups tab

The **Groups** tab lists the groups the user belongs to, by **Name** (click to open the group). By
default it shows only groups the user was added to directly; clear **Direct Groups Only** in the
filters to also see groups the user belongs to through a parent group.

### How to add a user to a group from the user's page

1. Open the user and open the **Groups** tab.
2. Click **Add**.
3. Choose the **Group** and click **Save**. The portal confirms "Group Added Successfully".

To take the user out of a group, click **Leave** on the group's row, then **Remove** in the
**Remove From Group** dialog. **Leave** is offered only for groups the user was added to directly,
and not for groups RAY manages automatically.

## User Dependencies tab

The **Dependencies** tab links a **primary user** to their **dependents**, such as a spouse,
children, a driver or a maid. A user is either a primary user (has dependents), a dependent (has one
primary user), or neither. The tab lists the related users with a **Relation** column and **Edit**
and **Delete** actions.

**Relation** is one of: **Spouse**, **Sibling**, **Child**, **Maid**, **Driver**, **Gardner**,
**Nanny**, **Concierge**, **Co-Tenant**, **Worker**, **Visitor**, **Relative**.

### How to add a dependent to a user

1. Open the primary user and open the **Dependencies** tab.
2. Click **Add** and choose **Add a Dependent**.
3. Select the **Dependent** user.
4. Choose the **Relation**.
5. Click **Save**.

### How to link a user to a primary user

1. Open the dependent user and open the **Dependencies** tab.
2. Click **Add** and choose **Link to Primary**.
3. Select the **Primary** user and choose the **Relation**.
4. Click **Save**.

**Link to Primary** is disabled for a user who already has dependents. **Add** is disabled for a
user who is already a dependent. To change a relation, click **Edit** on the row; to break the link,
click **Delete** and confirm.

## User Vehicles tab

The **Vehicles** tab lists the user's vehicles with the same columns as **Directory → Vehicles**,
without the owner column. Clicking a vehicle opens it. Vehicles are added from
[Vehicles](/directory/vehicles).

## User Pets tab

The **Pets** tab lists the user's pets with the same columns as **Directory → Pets**, without the
owner column. Clicking a pet opens it. Pets are added from [Pets](/directory/pets).

## User Assigned Roles tab

The **Assigned Roles** tab lists the user's portal roles with the columns **Role**, **Type**
(**Admin**, **Operator** or **Security**) and **Location** (**Global** or a location name).

### How to assign a portal role to a user

1. Open the user and open the **Assigned Roles** tab.
2. Click **Assign**.
3. Choose the **Role** and click **Save**.

To remove a role from the user, click the remove icon on the role's row and confirm. Roles are
created under [Roles & Permissions](/administration/roles-and-permissions).

## User Devices tab

The **Devices** tab lists the phones and tablets on which the user installed the RAY app:

| Column          | Meaning                                                   |
| --------------- | --------------------------------------------------------- |
| **ID**          | Device identifier.                                        |
| **OS Version**  | Operating system and version, for example iOS 18.2.       |
| **Model**       | Device model.                                             |
| **Installed**   | When the app was installed.                               |
| **Last Access** | When the app was last used on the device.                 |
| **App Version** | Version of the RAY app.                                   |
| **Active**      | A tick for an active device, a cross for an inactive one. |

The Devices tab is read-only.

## User Custom Profile Fields tab

The **Custom Profile Fields** tab shows the extra profile fields the organization defined under
[Profile Customization](/administration/profile-customization), filled in for this user. An admin
can edit the values and save them. When the organization has no custom fields, the tab shows "No
Data to Display".

## Common questions about user detail tabs

### Why don't I see the Units, Companies, Vehicles or Pets tab on a user?

Those tabs appear only when your own role includes the matching feature (buildings and units,
companies, vehicles or pets). See the table in "Who can see each user detail tab".

### Why is the Link button disabled in a user's Companies tab?

The user is company-managed and already belongs to a company. A company-managed account is linked to
one and only one company.

### Why can't I add a dependent to this user?

The user is already a dependent of another primary user, so **Add** is disabled. A dependent cannot
have dependents of their own. The portal also refuses a user who is already a dependent elsewhere
("The selected user is already a dependent on a primary user") or who is a primary user ("The
selected user is a primary user and cannot be added as a dependent user").

### What happens to dependents when the primary user is deleted?

The confirmation says: "Deleting this user will not remove their dependents. Dependents will remain
linked to a deleted user." The dependents' **Dependencies** tab then shows the primary user as
**Deleted User**.

### Why is there no Leave action for a group?

**Leave** is shown only for groups the user was added to directly, and not for groups RAY manages
automatically. With **Direct Groups Only** cleared, inherited groups have no **Leave** action.

## Related pages

* [Users](/directory/users): the Users list and the user's own fields.
* [Groups](/directory/groups): managing group membership from the group side.
* [Companies](/directory/companies): companies and company-managed users.
* [Vehicles](/directory/vehicles) and [Pets](/directory/pets): adding vehicles and pets.
* [Roles & Permissions](/administration/roles-and-permissions): creating the roles assigned here.