User Management

ℹ️ Not the Same as Access Management Access Management controls who can use a specific smarttable. User Management is org-wide: it's where users exist in the first place, and where licenses, passwords, and system-wide roles are handled.

The Users Table

Each row is one user in your organization, with a filter panel and Excel export available from the toolbar.

Column	What It Does
Edit	Opens the Edit User modal (name, email, username)
Name / Email / Username	Basic identity fields
Reset Password	Resets the user's password in one click
User Attributes	Opens a modal to set this user's value for each org-defined attribute
Has Access	Toggle to block or restore the user's login without deleting them
Signature	✓/✗ indicator showing whether the user has a signature on file for attestation
Revoke License	Permanently revokes the user's license

Registering New Users

Click Add Users to open the Register New Users modal:

Choose whether new users register by Email or Username
Enter one value per row in the spreadsheet-style grid — paste in a whole list at once if you like
Optionally set a default value for any org-defined user attribute, applied to every user being added
Click Register

Registration happens in bulk — if some rows fail (e.g. a duplicate username) the rest still succeed, and you'll see which ones failed and why.

Blocking vs. Revoking

These look similar but are not the same action:

Action	Effect	Reversible?
Has Access toggle ("hold")	Blocks login immediately. The account, history, and license slot are untouched.	Yes — toggle it back on
Revoke License	Frees the license slot entirely. The user loses access to all smarttables and data.	No — must type `REVOKE` to confirm

⚠️ Revoke Is Permanent Use the Has Access toggle for temporary situations (leave, investigation, offboarding in progress). Only use Revoke License when you're certain — it cannot be undone from the UI.

Resetting a Password

Clicking Reset Password immediately sets the user's password to match their username, and shows you that value so you can hand it to them. There's no emailed link for admin-initiated resets — for a self-service option, see the "Forgot Password" flow on the login screen instead.

Granting System Admin

Open Edit User for the target user. If you're logged in as the org's original systemadmin account (not just any user with the System Admin role) and the target doesn't already have that role, a Make System Admin button appears.

💡 Confirmation Required Like revoking a license, granting System Admin requires typing PROMOTE to confirm — this is a full administrative grant over the organization, so it's deliberately hard to do by accident.

Your Own Account

Separate from managing other users, every user manages their own account from the profile menu (top-right avatar icon):

Option	What it does
Update Password	Change your own password (different from an admin's one-click Reset Password on another user)
Two-Factor Auth	Enable TOTP-based MFA using any standard authenticator app. A QR code and manual key are shown once, at setup — see Security & Compliance for how this fits into the platform's authentication model.
My Signature	Draw or upload a signature image on file, used for Attestation and for signing off approval-workflow actions
Notification Settings	Personal notification preferences — see Notifications
Sync Log	Recent offline-sync activity for your own session — see Offline Mode
Language	Switch the interface language instantly, no page reload
Storage	Server disk usage (e.g. `240.79 / 460.4 GB`) — a live indicator of the whole install's storage headroom, not just your own usage

ℹ️ My Signature — one signature, many uses A signature saved here is reused everywhere a signature is needed — attesting an entry, signing an approval action with a comment, etc. — rather than being drawn fresh each time. It's stored once per user, not per feature.