User Management

Use Settings > Users & Access to manage login accounts, role assignments, and account lifecycle.

Quick Start: Add a User

1. Open Settings > Users & Access
2. Click Add User
3. Enter name and email
4. Assign a role
5. Save the user record

Step-by-Step Workflow

1. Open Settings > Users & Access
2. Click Add User
3. Enter name and email
4. Assign a role
5. Save the user record

Users vs Employees

Add or Edit a User

1. Open Settings > Users & Access
2. Click Add User or select an existing user
3. Update profile details
4. Set the role
5. Save changes

Deactivate a User

Deactivation is preferred over deletion because it preserves history.

1. Open user details
2. Change status to inactive/deactivated
3. Save

Password and Sign-In Management

• Admins can trigger password resets.
• Google sign-in can be used when configured for the account.
• Session behavior is managed by backend auth rules.

Session Behavior (Current Production)

• Web sessions default to a 7-day lifetime.
• Mobile sessions use a longer lifetime (90 days).
• Users can sign out and sign back in to refresh auth state.

Troubleshooting

User cannot sign in

• Confirm the account is active
• Verify email spelling
• Trigger password reset

Role update did not apply

• Save changes and have user sign out/in
• Confirm you edited the correct user

User not visible in list

• Check search/filter state
• Confirm company context

Related Topics

• User Roles - Role definitions
• Security Settings - MFA and account security
• Activity Log - Audit history