Users

The users section allows administrators to manage who has access to the platform and what they can do. You can create users, assign roles, and control account status.

Users list

The users list shows all members of your organization. Each entry displays the user’s name, email, assigned role, and account status.

Creating a user

To add a new user, click New user and fill in their name, email address, and assigned role. An invitation will be sent to the provided email.

Updating a user

To edit a user’s details, select the user from the list and update their information.

User actions

The actions menu provides quick access to all available operations for a user, including role changes, deactivation, password reset, and deletion.

Changing a user’s role

To change the role assigned to a user, select Change role from the user’s actions menu and choose the new role.

Deactivating a user

Deactivating a user prevents them from logging in without permanently removing their account. Select Deactivate from the user’s actions menu.

Deleting a user

To permanently remove a user from the organization, select Delete from the user’s actions menu. This action cannot be undone.

Resetting a password

To send a password reset email to a user, select Reset password from the user’s actions menu.