Users

The Users page is the main workspace for managing people who can access the portal. Tenant administrators can view the full tenant user list and manage pending invitations; account administrators are routed to an account-scoped user experience.

Accessing the Page

• Route: /users
• Menu Path: Settings → General → Users
• Primary audience: Tenant administrators and other users with the required admin role.

What you can do here

• Search, filter, sort, and paginate the user list.
• Send email invitations and monitor pending invitations from the Invites tab.
• Create a user directly using the Add User button.
• Edit profile details, authorization group, roles, license tier, and active status.
• Deactivate or delete users.

Common tasks

1. Open Settings → General → Users.
2. Use the search box or filters to locate the user or invitation.
3. Select Add User to create a user directly, or Send Invitation to send an email invite.
4. Fill in the required fields and save.
5. Use row actions to edit profile, authorization, license, or status after creation.
6. Verify the user appears in the list with the expected role and access level.

Notes

• At least one active Authorization Group must exist before you can create a non-superuser account. If none exist, the dialog shows a warning and the Create User button is disabled.
• Deactivating a user preserves their historical activity for audit purposes. Deleting a user sends them to the Trash and they can be restored.
• You cannot delete or deactivate your own account. The system blocks self-deletion and warns against self-deactivation.
• The License Tier section is hidden when the tenant uses an unlimited license plan.

Creating a User

Click Add User in the page header to open the Create User dialog. Fill in the required identity fields, assign an authorization group or mark the user as a Superuser, and save.

Fields

Field	Required	Type	Description	Default	Validation
First Name	Yes	Text	User’s first name	—	Min 2, max 50 chars; letters and spaces only
Last Name	Yes	Text	User’s last name	—	Min 2, max 50 chars; letters and spaces only
Email	Yes	Email	Work email address used for login	—	Must be a valid email; checked for duplicates in real time
Superuser	No	Toggle	Grants unrestricted access to all system features	Off	When on, Authorization Group is hidden and not required
Authorization Group	Yes (conditional)	Entity select	Permission group for the user	—	Required unless Superuser is checked; only active User-type groups shown
Roles	No	Multi-select	Additional functional roles to assign	—	—
License Tier	No	Select	Determines feature access and monthly cost	Starter	Options: Starter, Pro, Business; hidden on unlimited plans
Department	No	Combobox	User’s department	—	—
Job Title	No	Combobox	User’s job title	—	—
Primary Phone	No	Text	Primary contact phone number	—	Max 30 chars
Secondary Phone	No	Text	Secondary contact phone number	—	Max 30 chars
Date of Birth	No	Date	User’s date of birth	—	—
Gender	No	Select	Options: Male, Female, Other, Prefer Not to Say	—	—

Steps:

1. Click Add User in the page header.
2. Enter the user’s First Name, Last Name, and Email.
3. Check Superuser if the account requires full system access, or select an Authorization Group.
4. Optionally select Roles, License Tier, Department, Job Title, and contact details.
5. Click Create User. The user receives an email to complete their account setup.

Editing a User

Row actions on any user row provide access to multiple edit dialogs. Each action targets a specific aspect of the user record.

The available edit actions are:

• Edit Profile — updates First Name, Last Name, Department, Job Title, Roles, Primary/Secondary Phone, Date of Birth, Gender, and the Active toggle. Email is read-only after creation.
• Change Authorization Group — updates the user’s authorization group or Superuser flag independently.
• Change License — updates the License Tier independently.

The full-page edit form (accessible via the Users create/edit full page) provides the same fields as the Create dialog. Email is read-only in edit mode.

Deleting / Deactivating a User

Users can be deactivated (preserving history) or deleted (moved to Trash) from row actions.

1. Open row actions on the target user.
2. Select Delete User to remove the user (recoverable from Trash), or use Edit Profile and toggle User is active to Off to deactivate.
3. Confirm in the dialog.

Note: You cannot delete or deactivate your own account. The Superuser role cannot be removed from yourself if it is the only admin account.

Related Pages

• Authorization Groups — create permission groups before adding users
• Accounts — manage external account records and their users