User Settings

Purpose

Use User Settings to create, edit, and remove user accounts for your organization.

User accounts control access and allow role-based permissions and language preferences.

Steps (add a user)

1. Open Settings > User Settings.
2. Select Add user.
3. Fill in the required fields:
4. name and surname
5. email
6. user role
7. password and confirmation
8. language preference
9. Select Save.

Steps (edit a user)

1. Open Settings > User Settings.
2. Select a user from the list.
3. Update the allowed fields (depends on your permissions), such as:
4. name/surname
5. user role
6. password
7. language preference
8. Select Save.

Steps (delete a user)

1. Open Settings > User Settings.
2. Select the user.
3. Select Delete (trash icon).
4. Confirm the deletion.

What users see

• A user list with search by name or email.
• Each user typically shows an email and assigned role.
• An Add user button (if you have permission).

Notes and constraints

• The email address uniquely identifies the user and typically cannot be changed after creation.
• The user's language preference overrides the default language set in General App Settings.
• Roles are assigned here, but roles themselves are configured in User Role Settings.
• When creating a user, or when changing a password, the password must meet the current policy:
• 8 to 100 characters
• at least one uppercase letter
• at least one lowercase letter
• at least one number
• at least one special character

Best practices

• Assign the minimum role required for the user's job.
• Use personal accounts instead of shared credentials whenever possible.
• Review roles regularly (for example after organizational changes).

Troubleshooting

• You cannot add/edit users -> Missing permission -> Ask an admin to update your role -> Contact support if role settings are unclear
• A user's UI language is unexpected -> Profile language overrides default language -> Update the user's language preference -> Escalate if the language list is incomplete