User Management #

Navigating: Sidebar > Administration > User Management.

Users Tab #

Displays all users in your company.

• Columns: Name, Username, Email, Phone, Company, Position, Status (Active/Inactive), Role, Date Joined, Last Login.
• Search: By name, email, or username.
• Filter: By Active/Inactive status.

Editing a User #

Change email, password, name, phone, position, and active status. Company cannot be changed after creation.

Deleting a User #

With confirmation dialog. You cannot delete your own account.

Inviting Users #

Click "Invite User" to invite someone to your company.

Invitation form: Email (required), first name, last name, position, and whether they should be a Document Controller (staff flag).

Flow #

1. An invitation email is sent to the invitee with a registration link. The link is also displayed on screen for manual sharing.
2. The invitee clicks the link and completes registration by setting a username and password.
3. Their account is created with the company, position, and role from the invitation.

Managing Invitations (Pending Invitations Tab) #

• View all pending invitations with status.
• Resend: Regenerates the invitation link and resets the 7-day expiry.
• Revoke: Cancels the invitation.

Invitations expire after 7 days if not used.