User Management
Required Role
Admin roles only
The User Management page allows administrators to create, edit, and manage user accounts within your organisation.
User List
The user list shows all staff members with accounts in your organisation:
| Column | Description |
|---|---|
| Name | Full name |
| Login email address | |
| Role | Assigned role (user, branch_manager, country_manager, global_manager, organization) |
| Branch | Assigned branch |
| Status | Active / Inactive |
| Last Login | When they last logged in |
| Permissions | Number of explicit permissions assigned |
Creating a New User
- Click Invite User
- Enter the new user's email address
- Assign their role
- Assign their branch (if applicable)
- Configure their permissions (if using the granular permission system)
- Click Send Invitation — the user receives an email with a link to set their password
User Roles
| Role | Description |
|---|---|
user | Standard staff member — base access level |
branch_manager | Manages a specific branch |
country_manager | Manages all branches in a country |
global_manager | Full access across the organisation |
organization | Organisation owner — includes billing access |
Editing a User
Click on a user's name to open their profile. From here you can:
- Update their name, email, and contact details
- Change their role
- Reassign their branch
- Enable or disable their account
- Reset their password
- View their activity log
- Manage their permissions
Deactivating a User
To remove access without deleting the account (e.g. when a staff member leaves):
- Open the user's profile
- Click Deactivate
- Optionally reassign their clients and applications to another agent
Deactivated users cannot log in but their historical data is retained.