Managing Users

Managing users effectively is crucial for system security and operational efficiency. This guide explains how to invite new users, assign roles, and manage their access.

#Creating a New User

1. Navigate to Settings > Users & Roles > Users.
2. Click the New User button.
3. Enter the user's details:
   • Name: Full name of the user.
   • Email: Their login email address.
   • Password: Set an initial password (users can change this later).
4. Select the appropriate Role (e.g., Administrator, Manager, User).
5. Click Create User.

#Assigning Roles and Permissions

Roles define what a user can see and do in the system.

1. Go to Settings > Users & Roles > Roles.
2. You can use default roles or create a custom one.
3. To assign a role to a user:
   • Open the user's profile from the Users list.
   • In the Roles section, select the desired role(s).
   • Save changes.

#Deactivating a User

If an employee leaves or no longer needs access:

1. Navigate to the Users list.
2. Find the user and click on their record.
3. Set their status to Inactive or click Deactivate.
4. This prevents them from logging in but preserves their historical data.

#Resetting Passwords

If a user forgets their password:

1. Open the user's profile.
2. Click the Reset Password action.
3. Enter a new password or send a password reset link to their email.

#See Also

• Understanding User Roles
• System Architecture