User Management¶
The Users screen (Admin only) provides full control over all user accounts in the system.
Accessing User Management¶
Go to Administration → Users in the sidebar. This option is visible only to Admin role users.
Creating a user¶
- Click + New user.
- Fill in the form:
| Field | Description |
|---|---|
| User's email address (must be unique) | |
| Full name | Display name |
| Role | One of the eight available roles |
| Password | Optional if email is configured — leave blank to send an invite |
| Assigned locations | Required for site-specific roles (Station Manager, Field Capture, etc.) |
- Click Create user.
If email is configured: The user receives an invite email with a 72-hour link to set their password.
If no email: Set a temporary password directly. The user should change it on first login.
Editing a user¶
Click Edit on any user row to:
- Update the full name
- Change the role
- Set a new password
- Toggle active/inactive status
- Update location assignments
Deactivating a user¶
Uncheck the Active checkbox in the edit form. Inactive users cannot log in. Their data and audit records are preserved.
Sending a password reset link¶
For active users, click Send reset link to generate a new invite token and email it to the user. This allows users to set a new password without the admin knowing the password.
If email is not configured, the link is displayed in a notification for manual sharing.
Location assignments¶
For roles that require location assignment (Retail Manager, Territory Manager, Station Manager, Maintenance, Field Capture), check the relevant sites in the Assigned locations list.
Back-office roles (Admin, Support, Back Office) see all locations automatically — no assignment is needed.