Managing Users

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 Vera
• Inactive - User is locked out and cannot log in (lockout end date is in the future)