Users Configuration

Manage user accounts in the Users section of Configuration. Only administrators can manage users.

Creating a user

1. Navigate to Configuration > Users
2. Click the “Create user” button (top right)
3. Fill in the form:
   • First name: User’s first name
   • Last name: User’s last name
   • Display name: Full name (generated automatically)
   • Email address: Email address for logging in
   • Organisation: Select the user’s organisation
   • Role: Select the role (administrator, lead user, or user)
4. Click “Save”

User details

• First name and last name: Cannot be changed after creation
• Email address: Used for logging in; cannot be changed after creation
• Display name: Generated automatically but can be adjusted manually

Users table

The table shows all users with:

• Name (with role icon)
• Organisation
• Domain of the email address
• Actions (edit/delete)

Role icons:

• Administrator: Gold icon (with small key) - Full administration rights
• Lead user: Blue icon (star) - Can manage their own projects
• User: No icon - Standard user without configuration rights
• Password warning: Orange icon (key with exclamation mark) - User has not yet set their own password

You can filter by organisation to view users from specific organisations.

Editing a user

1. Find the user in the table
2. Click the edit button
3. Change the desired settings:
   • Organisation
   • Role
4. Click “Save”

Note: First name, last name, and email address cannot be changed after creation.

Deleting a user

1. Find the user in the table
2. Click the delete button
3. Confirm the deletion

Note: Deleting a user removes all associated data and access. This action cannot be undone.

Roles / account types

Three account types are available:

Administrator (Admin)

• User management (create, edit, delete)
• Project management for all projects
• Upload configuration
• View monitor dashboards
• Run evaluations with existing templates
• Analyse and visualise data via the Viewer and Analysis modules

Lead user

• Project management for projects they created
• No user management
• View monitor dashboards
• Run evaluations with existing templates
• Analyse and visualise data via the Viewer and Analysis modules

User

• View monitor dashboards
• Run evaluations with existing templates
• Analyse and visualise data via the Viewer and Analysis modules
• No configuration permissions unless assigned as project owner.

Project owner

In addition to account types, any user (regardless of account type) can be assigned as a project owner on a project. This is not a separate account type, but an assignment managed via Projects Configuration.

Important:

• Users of any account type (administrator, lead user, or user) can be a project owner
• A user can be project owner of multiple projects
• A project can have multiple project owners
• A project owner can also be a member of other projects they do not own
• Project owners are assigned when creating or editing a project

Organization filter

Use the organisation filter to filter users:

• Select an organisation to see only users from that organisation
• Choose All organisations to see all users

Organisations are managed under Organisations in Configuration.

Password reset

Users can reset their own password via the login page:

1. Click “Forgot password” on the login page
2. Enter the email address
3. Follow the instructions and use the code from the email

As long as a user has not yet created a password themselves (on first login), the administrator can create a new temporary password.

NB: Deleting and re-adding users is discouraged, because they then also need to be linked to projects again.

Tips for effective user management

1. Use clear names: Ensure consistent naming
2. Assign the right roles: Give users only the rights they need
3. Organise by organisation: Use organisations to group users
4. Document changes: Keep track of which users have which roles
5. Review regularly: Periodically check whether users are still active and have the correct rights