User Accounts

Manage user authentication and access.

Overview

User accounts enable:

• System login
• Role-based access
• Security settings

Viewing Users

1. Navigate to Admin > Users
2. Search by username or email
3. View user list

Creating a User Account

1. Find or create the person record
2. Click Create User Account
3. Configure:

Field	Description
Username	Login identifier
Email	Account email
Password	Initial password
Is Active	Account enabled

4. Click Save

Account Settings

Password Management

• Set Password - Admin sets password
• Reset Password - Send reset email
• Force Change - Require change at login

Account Status

Status	Meaning
Active	Can log in
Inactive	Cannot log in
Locked	Too many failed attempts

Unlocking Accounts

1. Open user account
2. Click Unlock Account
3. Optionally reset password

User Roles

Assign system roles:

1. Go to Roles tab
2. Click Add Role
3. Select role and set dates
4. See Authorization for role details

Activity Log

View user activity:

• Login history
• Actions performed
• Security events

Bulk Operations

Import Users

1. Prepare CSV with user data
2. Go to Import Users
3. Map columns
4. Import

Bulk Updates

Update multiple users:

• Activate/deactivate
• Assign roles
• Reset passwords

Integration

SSO/LDAP

If integrated with external authentication:

• Users authenticate externally
• Accounts sync automatically
• Local password not used

Related Topics

• Person Records
• Roles