Creating and editing users

Creating a new user

  1. On the Users Admin page, click Create New User.
  2. An Edit User panel opens. Fill in the following fields:
Field Description
Active Toggle to set whether the user is active from the start. Defaults to active.
First Name The user's given name. Required.
Last Name The user's family name. Required.
Email The user's email address. Required. Must be a valid email. Used for login and cannot be changed after creation.
Custom Value 1 Optional free-text field for your organization's use (for example, department or employee ID).
Custom Value 2 Optional free-text field.
Custom Value 3 Optional free-text field.
  1. In the Roles section, assign at least one role to the user.
  2. Click Save to create the user.
  3. An email is sent automatically to the user's email address with a link to set their initial password. The user must follow this link to activate their account.

Important

At least one role must be selected. If no role is assigned, the system will refuse to create the user.

Editing an existing user

  1. On the Users Admin page, click the Edit (pencil) icon on the user's row.
  2. The Edit User panel opens pre-filled with the user's current data.
  3. Modify any editable fields. Note: Email cannot be changed once created.
  4. Click Save to apply changes.

Deleting a user

  1. Open the Edit User panel for the user.
  2. Click the Delete button.
  3. A confirmation dialog appears. Confirm by clicking Yes, delete it.
  4. The user account is permanently removed.

Warning

Deletion is permanent and cannot be undone. Consider deactivating a user instead of deleting if you may need to restore their access later.

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