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User Management

User management is accessible by clicking on the User Directory icon in far left navigation menu. Administrators can invite, create, edit, and deactivate user accounts from here:

User Directory

Inviting Users​

The recommended way to add a new user is by invitation:

  1. Navigate to User Directory and click the Invite Users button on the top right of the frame
  2. Enter the user's email address and select the role they should be assigned.
  3. Click Invite. The user receives an email with a link to set their password and activate their account.

Pending invitations are listed in the Users table with a status of Invited. You can resend or cancel a pending invitation at any time.

Creating Users Directly​

Administrators can also create accounts without sending an invitation:

  1. Navigate to User Directory and click Create User.
  2. Fill in the user's email address, name, and assign a role.
  3. Set a temporary password. The user should change it on first login.

Editing a User​

Click any user in the list to open their profile. From here you can:

  • Update their name, email, and contact details
  • Change their role assignment
  • Reset their password
  • View and terminate their active sessions

Deactivating a User​

To remove access without deleting the account, set the user's Status to Suspended. This immediately blocks login while preserving the user's data and audit history.

To permanently delete a user, open their profile and select Delete User. This is irreversible — suspending is usually preferable if account history may be needed.

Roles and Permissions​

Every user is assigned a role, which determines what data they can read or write and what parts of the platform they can access. Roles are configured separately — see Permissions for details.

If a user needs different access temporarily, change their role assignment rather than modifying the role itself (which would affect all users in that role).

Password Resets​

Administrators can trigger a password reset from any user's profile page — the user receives an email with a reset link. Users can also reset their own password from the login screen if they have access to their registered email.