Before You Start
You need access to the Admin area to manage users.
Required permissions may include:
Access to Admin
Permission to view Users
Permission to invite users
Permission to edit users
Permission to assign roles
Permission to reset passwords or manage MFA
If you cannot see the Users tab or the Invite User button, ask an administrator to check your role permissions.
Go to Admin
From the left navigation menu, click Admin.
At the top of the page, click Users.
The Users page is used to manage user access, roles, and account status.
Review the User Tabs
At the top of the list, you can switch between:
All Users
Active
Invited
Use these tabs to quickly view all users, only active users, or users who have been invited but have not fully completed access.
Search and Filter Users
Use the filter bar to narrow the user list.
Available filters include:
Filter
Search for a user by name or email address.All Roles
Filter users by assigned role.All Branches
Filter users by branch.All MFA Status
Filter users by multi-factor authentication status.
Available MFA filter options shown are:
All MFA Status
MFA enabled
MFA disabled
Review the User List
The user table shows key account details for each user.
Columns shown include:
Name
Role
2FA
Access
Activity
You may see status labels such as:
2FA
Disabled
Access
Unlocked
Invited
Activity
Active
Archived
Use these columns to quickly understand each user’s current account and access status.
Invite a User
To add a new user, click Invite User.
The Invite a user window will open.
Enter the user’s details:
First Name (Required)
Last Name (Required)
Email Address (Required)
Phone (Optional)
Role (Optional)
You can also select:
Take me to their profile after invite to add more details
When ready, click Continue.
If you do not want to proceed, click Cancel.
Important note:
The invited user will receive an emailed link to join your organisation.
Use the User Actions Menu
Each user row has an options menu on the right.
Available actions shown include:
Edit User
Assign Roles
Un-archive
Lock
Reset Password
Manage MFA
These options may vary depending on the user’s current status.
Use these actions when you need to update a user’s details, manage access, or help them regain access to their account.
Filter by Role
Use the All Roles dropdown to view users with a specific role.
Roles shown in the example include:
Administrator
IT Manager
Finance Officer
This is useful when you want to review or manage users with a specific level of access.
Important Notes
Invited users appear under the Invited tab.
Active users appear under the Active tab.
Some users may have Archived activity status.
User actions may change depending on whether the user is invited, active, archived, or locked.
MFA status can be filtered from the user list.
The role field is optional when inviting a user, but assigning the correct role is recommended.
Troubleshooting
If you cannot invite a user:
Confirm that you have permission to manage users.
Make sure all required fields are completed.
Check that the email address is entered correctly.
Refresh the page and try again.
If you cannot see a user in the list:
Use the Filter search field.
Check the All Users, Active, and Invited tabs.
Review the Role, Branch, and MFA Status filters.
If a user cannot access their account:
Open the user’s options menu.
Check whether the account is locked.
Use Reset Password if needed.
Use Manage MFA if the issue is related to multi-factor authentication.