Only system administrators can manage users.
User info
The Overview section provides a summary of the user’s details, including their full name, email, created date, last login, and a brief overview of the organisations for where they have been registered as staff members.
It also displays the user’s status within the system, such as:
- Active status
- Approval status
- User type
Updating client details
The Administrator can update a user’s details, including their name, email address, and user type, via the ellipsis (⋮) menu. After making the necessary changes, the administrator should click “Save” to confirm the updates.
Updating user details may be necessary if their contact details change and can no longer access the system.
Making a user active
By default, all new users are created as “Inactive.” This prevents them from accessing the system until a System Administrator formally invites them to join and activates their account. At this point, the user will receive an email inviting them to the system.
If the Administrator needs to revoke a user’s access, they can do so by selecting the ellipsis (⋮) menu and choosing “Make Inactive.” This will prevent the user from logging into the system.
Approving a user
A user cannot be made active without approval. If the user is created by a System Administrator, approval is granted automatically. However, if the user is created by an Organisation Manager, they must remain inactive until a System Administrator reviews and approves their access. This measure ensures that System Administrators can oversee the onboarding process before granting access to sensitive data.
System Administrators can grant or revoke approval for a user by selecting the ellipsis (⋮) menu and choosing the appropriate option.
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Managing staff roles
The organisations where a user holds a staff role are displayed on the User Page. However, staff roles can only be managed from within the Staff tab of the respective Organisation Page.