User Management (Developer)#

Searching#

Use the search box to find users. You can search by:

• Name
• Username
• Email

Filtering#

The following filters are available:

Finding a User#

1. Go to Developer → Access → Users.
2. Type a name, username, or email into the search box, or apply one of the filters above.
3. Click a row to open that user's profile.

Viewing User Details#

Click any row in the list to open the user's detail page. It is organized into these sections:

• Profile — photo, full name, role (and department, if any), email, contact number, account status badge, and a Developer badge if applicable.
• Account Information — Username, Email, Company, Role, Department, Role Level, Account Status, and Email Verified (Verified / Not Verified).
• Personal Information — First Name, Last Name, Middle Name, Date of Birth, Gender, Civil Status, Contact Number, and Address.
• Supervisor — the user's supervisor (or "No supervisor assigned").
• System Metadata — User ID, Role ID, Created date, and Last Updated date.

Creating a User#

1. On the Users list, click Add User (top right).
2. Fill in the Company section:
   • Company (required) — choose the company the user will belong to. Roles and supervisor lists are filtered by this choice.
3. Fill in Personal Information:
   • First Name (required)
   • Middle Name
   • Last Name (required)
   • Date of Birth
   • Gender — Male / Female / Other
   • Civil Status — Single / Married / Divorced / Widowed
4. Fill in Contact Information:
   • Email (required, must be a valid email)
   • Contact Number
5. Fill in Address (all optional):
   • Street
   • City
   • State / Province
   • Postal Code
   • Country
6. Fill in Account Settings:
   • Username (required) — saved with the capitalization you type, but login and uniqueness checks are case-insensitive (you cannot create Glen if glen already exists in the same company).
   • Role (required) — enabled after a company is selected.
   • Supervisor — enabled after a role is selected.
   • Password (required, at least 6 characters)
   • Confirm Password (required, must match the password)
7. Click Create User.

On success you are taken to the new user's detail page.

Changing a User's Password#

This works for a user in any company, not just your own — useful when a user can't be reached through their own tenant's Settings page.

1. Open the user's detail page.
2. Click Change Password.
3. Enter the New Password (4–100 characters) and confirm it.
4. Save the change.

This is a temporary hand-off password, not the user's permanent one — it does not have to meet the company password policy (no uppercase/number/symbol requirements). Read it out to the user over chat or a call. The next time they log in, they'll be required to set their own password (which does have to meet policy), and all of their existing sessions are signed out immediately.

Deleting a User#

1. Open the user's detail page.
2. Click Delete.
3. Confirm in the dialog. This soft-deletes the account.

Logging In As a User#

1. Open the user's detail page.
2. Click Login As.
3. Confirm in the dialog. You are switched into the user's account; you can switch back from the account menu.

Editing a User#

1. Open the user's detail page.
2. Click Edit to change the user's details.