FadenDocumentation
Demo PLEN

Administration

Users

Admin window: create accountant and admin accounts, edit details, deactivate, and reset passwords.

Address in the app: /admin/users

The Users window is for administrators only. Here you create accountant and admin accounts and manage all existing accounts. Entrepreneurs can self-register.

Creating an account creates a login only. An entrepreneur can stay unassigned until you link them to a company in the workspace roles (see Profile & Access).

What the window looks like

/admin/users
The create form and the list of all users.

Parts of the window

  1. Create form

    Fields: name, email, password, role (Accountant, Admin, Entrepreneur) and language. After saving a confirmation appears and the form is cleared. An email already in use is rejected.

  2. All users

    Each row shows the name, email and role (as a code, e.g. ADMIN). A turned-off account has a deactivated tag.

  3. Row actions

    Deactivate or Activate, Edit details and Reset password. Deactivating and activating take effect at once.

/admin/users
Editing one user's details and resetting another's password.

Parts of the window

  1. Edit details

    Changes the name and the sign-in email. On your own account the email field is disabled.

  2. Password reset

    Type the new password (at least 8 characters) and choose Set password. An error appears below the row. All of the user's sessions are ended.

How to

  1. Create a user

    In Create a user enter name, email and password (at least 8 characters), choose the role and language, then Create user.

  2. Change a name or email

    Click Edit details on the user, correct the fields and choose Save. Cancel closes the form.

  3. Reset a password

    Click Reset password, type the New password and choose Set password (or press Enter). The user is signed out of all sessions.

  4. Turn an account off or on

    Deactivate turns the account off. It gets a deactivated tag and the button becomes Activate.

  5. Assign a user to a company

    In Workspace roles (the company's Profile & Access window) use the link to create a user. The form shows the company, the role is preset, and after saving you return to the company profile.

Good to know

  • An entrepreneur in the list has a link to their company, or an Unassigned tag.

Limitations

  • You cannot change your own email or password here, only under My account. Resetting your own password is rejected.
  • When creating a user from a company the role is fixed and cannot be Admin.
  • A user cannot be assigned to an archived workspace.

See also