User list and account administration
In the Staff list, the administrator locates accounts, opens their details, and proceeds to manage roles and permissions.
Last updated 20 days ago
Role and permission administration
You can find users by selecting System Settings → Users, and general permission sets under System Settings → Roles.
A role defines a typical set of job function permissions. In the user card, you can additionally select the user type, visible organizations, and, if necessary, individual permissions.
Grant only the permissions necessary for the job. Use a role for daily work, and assign administrator or super-administrator access only to those responsible for managing the entire account.
User list and card
In the user list, you can view the user's name, email, phone number, job title, role, organization, last login, last activity, and activity status. Search functionality helps you quickly find the required account.
Opening the user card reveals profile details, permissions, notification settings, allocated time, leave information, time zone, and security settings. The visible tabs depend on your permissions and the features enabled on the account.
Check the email address and organization before changing the profile, especially if multiple Staffs have similar names.
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