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Manage Users

Go to Admin → Users to manage the user accounts in your organisation.

Users admin page

Add a user​

  1. Click Add user
  2. Fill in:
    • Username — used to log in (letters, numbers, hyphens; 3–40 chars)
    • Display name — shown in the interface (e.g. "John Smith")
    • Role — Staff, Manager, or Admin
    • Password — a temporary password; the user will be prompted to change it on first login
  3. Click Create

Edit a user​

Click Edit next to the user. You can change their display name, role, and password. You cannot change a username after creation.

:::info Password reset To reset a user's password, click Edit and set a new temporary password. Tell the user their new password — there is no automated email. :::

Disable a user​

You cannot delete users (they may have created ledger entries). Instead, disable their account:

  1. Click Edit
  2. Toggle Active to off
  3. Save

Disabled users cannot log in. Their historical entries remain intact.

Assign locations​

After creating a user, go to the Locations page to assign which locations they can access. Users only see locations assigned to them.

Admin rules​

  • There must always be at least one active Admin
  • An admin cannot change their own role (to prevent accidentally locking yourself out)
  • Admins can reset any user's password, including other admins