> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Users

> Managing Users - Pipeline knowledge base.

## Managing Users

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

### Accessing User Management

Navigate to **Settings > Users** (Admin access required).

### 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.

### 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

### 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

### 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)