User

Steps

Sign in as an administrator who can manage users. Use an address controlled by the intended account owner. Decide whether you are creating an ordinary account or an administrator before setting access.

Create an ordinary user

1. Open Users at /admin/users and select Create user. The create form is also at /admin/users/create.
2. Enter Name, a unique Username, and the owner’s Email. For a practice account, use a name such as Training User and an inbox you control.
3. Choose Locale if needed and select the user’s actual Timezone. Select language and Select timezone are prompts, not values to save.
4. Enter a private Password of at least eight characters and repeat it in Confirm password. Generate password creates a candidate; check that the confirmation matches.
5. For an ordinary account, leave Is super admin off under Admin access. In User role, choose an existing role only if the account needs its permissions.
6. Choose an available Plan and Plan expiry date if needed. A new account without an explicit plan may receive the configured default signup plan; check the saved plan instead of assuming it has none.
7. Select Create user. On the edit page that opens, check the identity, access and plan.

Edit a user or change a password

1. Return to /admin/users, locate the correct person by email or username, and choose Edit from that row’s actions.
2. Change the required identity, locale or timezone fields. Select role and plan by their visible names; do not type database IDs.
3. To keep the existing password, leave the password-change fields empty. To replace it, enter the new password and matching confirmation in the password section.
4. Select Save changes, reload the same user and check the values. If you intentionally changed the password, have the owner check it privately.

Create a role and assign it

1. Open /admin/user-roles and select Create role.
2. Enter a unique Role name, for example Content Manager. Add a Description of the responsibility. Leave Slug empty to let the form derive it, or enter an appropriate unique slug.
3. Select the permission checkboxes for the actions this role needs. Read each group before granting it; the role name alone does not grant access.
4. Select Create role. Then open the intended user’s edit form, choose this role in User role and select Save changes.
5. Check the assigned user’s access with that account. A super-admin account is not a useful test of a restricted role.

Edit an existing team and add a member

1. Open /admin/user-teams. Choose Manage for the existing team you want to change.
2. Edit Team name and optional Description, then select Save changes for the team details.
3. In the member form, select an existing User and the intended Role: Member, Lead or Owner. Select Add member.
4. Check the member list below the form. To remove an ordinary membership, choose its Remove control, verify the person and confirm only if removal is intended.

Review user activity

1. Open /admin/user-logs.
2. Use User search or the User selector, and set Date from and Date to when you need a date range.
3. Select Apply. Review the returned records for the selected user and period.
4. Use Reset to remove the filters before investigating a different account.

Fields and choices

Check the result

• Reload the saved user and compare email, timezone, role and plan with the intended setup.
• Check permissions from the affected user’s account, not only from the administrator’s session.
• On the team page, confirm the member’s name/email and the team role after adding them.

Common problems

Technical reference