User Management
Manage users in your organization from a dedicated settings page.
Accessing User Management
- Go to Settings → Users
- View all users in your organization
User List
The user management page shows:
- Name — The user’s display name
- Email — Their email address
- Role — Admin, Representative, or Viewer
- Status — Active or inactive
Inviting Users
- Click Invite User
- Enter the user’s email address
- Select a role
- Click Send Invitation
The user receives an email with instructions to join your organization.
Changing Roles
- Find the user in the list
- Use the role dropdown or action menu
- Select the new role
Role Permissions
| Permission | Admin | Representative | Viewer |
|---|---|---|---|
| View data | Yes | Yes | Yes |
| Create/edit members | Yes | Yes | No |
| Create/edit grievances | Yes | Yes | No |
| Create/edit disciplinary cases | Yes | Yes | No |
| Create chat channels | Yes | No | No |
| Send direct messages | Yes | Yes | No |
| Manage settings | Yes | No | No |
| Manage users | Yes | No | No |
| Bulk actions | Yes | Yes | No |
Deactivating Users
To deactivate a user without removing them:
- Find the user in the list
- Toggle their active status
Deactivated users cannot log in but their historical data (created grievances, notes, messages) is preserved.
Removing Users
- Find the user in the list
- Click the action menu
- Select Remove
- Confirm the removal
Removing a user is permanent. Their created data remains but shows as created by a removed user.
Last updated on