Add or edit a user

Add a user when a new staff member needs to sign in. The roles decide which screens the user can open and what they can do there.

From the side menu, open Settings › Users and click Add user. To edit a user, click the pencil icon on their row.

Fields

Account

• Name (required).
• Email (required): the address the user signs in with; it must not belong to another user.
• Password: required for a new user, at least as long as the minimum in Settings › General settings › Security, with at least one letter and one number. When editing, Leave empty to keep the current password.
• Your password: appears when you change another user’s e-mail or password, with Changing another user’s email or password needs your own password. They are told at their old email address.
• Status: Active or Inactive.

Access

• Roles: one or more roles. A user gets every permission of each of their roles.

How to add a user

1. Click Add user.
2. Fill in Name, Email and Password, and leave Status on Active.
3. Choose the Roles.
4. Click Save user, or Cancel to close without saving. If you have not typed your password in the last 15 minutes, the Confirm your password dialog appears on top of the form, which keeps what you typed.
5. Share the sign-in details with the user securely.

How to change a user’s e-mail or password

1. Open the user with the pencil icon and type the new Email or Password.
2. Type your own password in Your password. It also counts as the password confirmation, so you are asked only once.
3. Click Save user.

The user receives an e-mail at their old address saying who changed their sign-in e-mail or password. A new password also signs them out of their open sessions.

Rules

• Your own e-mail and password are not changed here: the form locks them and shows Your own email and password are changed in your account, which asks for your current password: with links to My profile and Password.
• You cannot change your own roles (You cannot change your own roles.) or deactivate your own account (You cannot deactivate your own account.).
• You can only give roles whose permissions you hold yourself (You cannot grant the role “…”: it has permissions you do not hold.), and you cannot change a user who has permissions you do not hold.
• Only a super admin can grant or remove the super admin role.

Tip

If the role you need does not exist yet, create it first in Settings › Roles & permissions.

Required permissions

Users › Add to add; Users › Edit to edit.