📍 Where can I find this module?
Settings > Access > Collaborators
Introduction #
User management allows you to create and manage accounts for users who access Kafinea. Each user has their own login credentials, role, and preferences. User management can be accessed via Settings > User Management > Users.
1. Create a user #
From the user list, click Add a user.
Key information:
- Username: your login ID (required, unique)
- First Name and Last Name: the user's identity
- Email: the email address associated with the account
- Password: your login password
- Role: Determines the user's access rights (see Access Rights)
- Status: active or inactive
Additional information:
- Phone number, address, county
- Email signature
- Profile photo
Good to know: An inactive user can no longer log in, but their history (creations, edits, assignments) is retained.
2. Roles and Profiles #
Each user is assigned a role that determines:
- The modules he has access to
- The actions he can perform (create, read, edit, delete)
- The data they can view (their own data, their group's data, or all data)
Roles are organized hierarchically: a higher-level role can view the data of lower-level roles.
3. Groups #
Users can be organized into groups to make it easier to assign data and permissions. A record assigned to a group is visible to all members of that group.
4. Frequently Asked Questions #
How do I deactivate a user who has left the company?
Change the user's status to Inactive. Do not delete the account, as this could affect the history of the data associated with it.
Can a user have multiple roles?
No, each user is associated with a single role. If you need specific combinations of permissions, create a dedicated role with the appropriate profile.
How do I reset a user's password?
An administrator can change the password from the record . The user can also use the "Forgot Password" feature on the login page.