Users

The Users page lets you create and manage user accounts, assign roles, and control which business units each user can access.

Navigation: Administration → Access → Users

User List

The users table displays all users in your organisation with:

Column	Description
Full Name	The user's display name
Email	Login email address
Phone	Contact phone number
Business Unit	The user's assigned business unit
Role	The role(s) assigned to this user
Status	Active, inactive, or locked
Last Login	When the user last logged in

Creating a User

1. Click Create User
2. Fill in the required fields:

Field	Description	Required
First Name	User's first name	Yes
Last Name	User's last name	Yes
Email	Login email address (must be unique)	Yes
Phone Number	Contact number with country code	Yes
Business Unit	The business unit this user belongs to	Yes
Role	The role to assign to this user	Yes
Status	Active or inactive	Yes

3. Submit the form

INFO

When a new user is created, they receive an email with their temporary password. They will be required to set a new password on first login.

User Properties

Business Unit Assignment

Each user is assigned to a specific business unit. This determines:

• Data visibility — The user can see data from their business unit and its descendants
• Available roles — Only roles scoped to the business unit's type are available
• Service context — The user's service is derived from their business unit's type hierarchy

Role Assignment

Roles define what a user can do. A user must have at least one role. The available roles are determined by the business unit type — a user in a "Branch" type business unit can only be assigned roles defined for the "Branch" business unit type.

See Roles for details on creating and configuring roles.

Multi-Service Users

If a user is assigned to business units across multiple services, they can switch between services using the Service Switcher. Each service context has its own role and permission set.

Managing Users

Editing a User

1. Click the Edit action on the user row
2. Modify the fields as needed
3. Submit the changes

Deactivating a User

1. Click the Edit action on the user row
2. Set the Status to "Inactive"
3. Submit

Inactive users cannot log in but their data and audit trail are preserved.

User Profile

Each user can view and edit their own profile by clicking on their name in the top-right corner of the application. The profile page shows:

• Personal information (name, email, phone)
• Assigned business unit and role
• Password change option
• Login history

Next Steps

• Roles — Define roles with specific permissions
• Approval Levels — Configure approval hierarchies