This article explains how to create, edit, and remove users, and how to manage the main profile settings available for each user.
Note:
Only users with Admin rights can access
USER SETTINGS in the SETTINGS section.
To control which modules and sections a user can see, refer to User Access & Permissions (Hide Module Sections) .
► CREATE A NEW USER
As an administrator, you can manage users under SETTINGS / USERS.
- Go to SETTINGS / USERS.
- Click [+] in the top-right corner.
- Enter the required information: Username, Initial password, and Email address.
The username is required to log in to the application. The email address is used for notifications and password reset links.
► EDIT AN EXISTING USER
To edit a user:
- Go to SETTINGS / USERS.
- Click on the name of the user you want to edit.
You can update the user’s profile information and settings at any time.
► USER PROFILE SETTINGS (FIELDS & FLAGS)
Each user profile contains the following settings:
- Username – The login name used to access details. This field is essential.
-
Email – The primary communication address.
All notifications from details are sent here, including alerts, confirmations, reports, and password reset links. - Language – Defines the interface language.
- Job title – Optional descriptive field.
Optional email delivery settings:
- SMTP server
- SMTP username
- SMTP password
These settings are only required if emails should be sent through the user’s own mail server.
Administrative flags:
- Admin – Grants access to administrative areas, including USER SETTINGS.
- Accounting – Grants access to accounting-related data.
► REMOVE A USER
To remove a user:
- Go to SETTINGS / USERS.
- Click the [x] icon next to the user.
Note:
If a user has been active for more than 14 days within a billing month,
the user can only be removed after the next billing cycle.
Next step:
Learn how to control module visibility and booking-only access in
User Access & Permissions (Hide Module Sections)
.