Users¶
Navigation: Administrator → Users
The Users screen manages all user accounts in the platform. Administrators can create, edit, deactivate, and manage credentials for all users from this screen.
Actions¶
| Action | Description |
|---|---|
| New | Create a new user account |
| Edit (pencil icon) | Edit user details and role assignment |
| Delete / Deactivate | Mark a user as inactive (users are not deleted, only deactivated) |
| Force Password Reset (key icon) | Force the user to reset their password on next login |
| Reset 2FA (shield icon) | Reset the user's two-factor authentication setup |
Columns¶
| Column | Description |
|---|---|
| Full Name | User's display name |
| Username | Login identifier used to access the platform |
| User email address - used for password reset notifications | |
| Phone | User phone number |
| Role | Role assigned to this user (defines access privileges) |
| Status | Active or Inactive |
| 2FA | Two-factor authentication status (Enabled / Disabled / Pending setup) |
Creating a User¶
- Click New
- Enter: Username, Full Name, Email, Phone
- Select a Role from the dropdown (roles are configured in Roles & Privileges)
- Set Status to Active
- Click Save - the user receives a first-sign-in email to set their password
Deactivating a User¶
Set the user's Status to Inactive. The user record is retained for audit trail purposes but the user can no longer log in.
Related Screens¶
- Roles & Privileges - define the access levels that are assigned to users
- Profile - users can manage their own profile settings
- Notifications - notification delivery can be configured per user