Managing Users

Adding a User

1. Go to the Users page from the sidebar.
2. Click Add User.
3. Enter the user's first name and last name.
4. Set their initials (2-5 uppercase letters). Initials are auto-suggested based on the name but can be customized. This is what the user will use to log in.
5. Choose a role (see Roles and Permissions).
6. Set a temporary password or click the generate button to create one automatically. The password must be at least 4 characters. The user will be required to change it on their first login.
7. Click Create User.

Share the initials and temporary password with the staff member so they can log in.

Changing a User's Role

1. Find the user on the Users page.
2. Click on their profile.
3. Click Change Role and select the new role.

The role change takes effect immediately.

Resetting a User's Password

1. Find the user on the Users page.
2. Click Reset Password.
3. Set a new temporary password.

The user will be forced to change this password on their next login.

Deactivating a User

When a staff member leaves or no longer needs access:

1. Find the user on the Users page.
2. Click Deactivate.

Deactivating a user:

• Prevents them from logging in.
• Preserves all of their records and audit trail.
• Can be reversed at any time by clicking Reactivate.

You cannot deactivate the last active Admin user.

Filtering Users

Use the filter options to show All, Active, or Inactive users.