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Managing Users

User management lets administrators create, edit, and control access for everyone in the organisation.

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Accessing User Management

Navigate to Settings > Users (Admin access required).

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User List

Screenshot: The User Management grid showing columns for Name (with avatar), Email, Phone, Roles (colour-coded pill), Linked Employee (green badge), and Status (green/red dot). Include the search box and New User button.
The user grid displays:
  • Name - With a colour-coded avatar showing initials
  • Email Address - The user’s login identifier
  • Phone - Contact number
  • Roles - Colour-coded role pill (Super User, Admin, Office, Field)
  • Linked Employee - Green badge showing linked employee name, or “No employee” if not linked
  • Status - Green dot for “Active” or red dot for “Inactive” (locked out)
Use the search box to filter by name, email, or other fields. Results are paginated with “Showing X of Y users” at the bottom.

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Creating a New User

  1. Select the organisation from the dropdown (required before creating)
  2. Click New User
  3. Fill in the user details:
    • First and Last Name
    • Email address (used for login)
    • Phone number
    • Role assignment
    • Employee linking (optional)
  4. Save to create the account

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Editing a User

Click any user row to open the edit modal, where you can:
  • Update name, email, and phone
  • Change role assignment
  • Link or unlink an employee record
  • Reset Password - Send a password reset to the user
  • Lock/Unlock - Lock a user account to prevent login, or unlock a previously locked account

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User Status

  • Active - User can log in and access Pipeline
  • Inactive - User is locked out and cannot log in (lockout end date is in the future)