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User administration

User accounts are managed by an Administrator in the Administration section under the User management tab. Administrators can create user accounts, updated user information, enable two-factor authentication, and deactivate accounts.

note

Account activation links, password reset links, and two-factor authentication tokens can be sent via email. To enable this, an email service must be configured as described in the Installation Guide.

Roles​

Roles define what users can see and modify in the system. These roles are predefined and cannot be changed. Available roles depend on installed modules.

Creating user accounts​

User accounts are created in the Administration section under the Access / Users tab by clicking the New toolbar action.

User administration tab

User accounts require:

  1. A login, must be unique
  2. A name
  3. An email address, must be unique
  4. An origin

Optionally: 5. A location 6. Enable two-factor authentication 7. Roles

To create a user, fill in the form and click Save.

note

If an email service have been setup an email will be sent to the user. If not the admin must distribute the activation link found on the user detail page.

User creation form

Editing user accounts​

To edit a user account, such as updating the email address, enabling two-factor authentication, or assigning roles, select the account from the list under the User management view, make the necessary changes, and click Save.

Two-factor authentication will be required the next time the user logs in. Role changes take effect immediately, but users may need to refresh the application for the changes to appear in the interface.

note

User login cannot be modified.

User update form with two-factor and roles highlighted

Deactivating user accounts​

If a user's access to the system is revoked, their account can be deactivated. Deactivating an account prevents system access while preserving data integrity by retaining ownership records. A deactivated account can be reactivated at any time and will resume normal function using the last configured password.

To deactivate a user account, click the account in the list under the User management view, toggle off the Active switch and click Save.

User update form with active switch highlighted

Manage tokens​

Activation token​

A link can be copied to a form where a new user can activate its account (1). It is also possible to revoke the activation token (2).

User update form with activation token highlighted

Reset password token​

A link to a form where a user can set a new password can be created and copied. It is also possible to revoke the password reset token. This can only be done for active users.

User update form with password reset token highlighted

API token​

A field to copy a users API token can also be found. There is also an option to create a new token for a user.

User update form with API token highlighted