Managing Users

v2.20.1

This page covers the full lifecycle of an access user - from initial creation through editing, disabling, and deletion.

Path: Access → Users tab

Creating a user

Open the Users tab

Navigate to the Access module and click the Users tab.

Open the Create User dialog

Click the Add (+) button in the toolbar. The Create User dialog opens with four tabs.

General tab - enter basic information

Field	Required	Description
First name	Yes	The user’s first name
Last name	Yes	The user’s last name
Description	No	Optional notes about this user
Phone	No	Contact phone number (e.g. `+385123456789`)
Personal ID	No	An internal identifier such as an employee number
Company	No	The company this user belongs to
Department	No	The department within the company
Add user to business unit	No	Tick to assign the user to a Business Unit, then select it from the dropdown
Master key holder	No	Grants this user master key access rights

You can also upload a profile photo using the Upload photo button.

Access ID tab - credentials and validity

Field	Description
Activation time	Optional date from which this user’s credentials become active. Leave blank for immediate activation
Expiration time	Optional date after which credentials expire automatically. Leave blank for no expiry
Type	The credential type: Card (RFID card or fob) or PIN (numeric code)
Access ID	The identifier value for that credential. Up to four credentials can be assigned

Use the PIN generator to automatically create a secure PIN for PIN-type credentials.

Permissions tab - individual location access

Use this tab to grant the user direct location access outside of any group memberships:

Field	Description
Personal permission schedules	Controls when these individual permissions are active. Defaults to Always
Personal permissions	Expand the location tree and tick locations to grant direct access

Note: This tab is only needed for locations not covered by the user’s group memberships. Group-based access is the recommended approach.

Group Permissions tab - group memberships

Tick the checkboxes next to any groups this user should be a member of. The user inherits all location access rights defined on those groups.

Tip: Assigning users to groups is the recommended way to manage location access. Use personal permissions only for individual exceptions.

Save

Click Save to create the user. Access rights take effect immediately.

Editing a user

Select a user in the list and click the edit action (pencil icon on the row). All fields remain editable - name, email, phone, validity period, groups, cards, and roles.

Click Save to apply changes. Changes take effect immediately.

Disabling and enabling a user

Disabling a user immediately blocks their access without removing any of their data.

To disable: select the user and click Disable in the toolbar, then confirm.
To re-enable: select the disabled user and click Enable in the toolbar.

Note: A user whose validity period has passed shows as Expired, not Disabled. To restore their access, adjust the Valid To date rather than clicking Enable.

Deleting a user

Select the user, click Delete in the toolbar, and confirm in the dialog.

Deletion is permanent

All of the user’s access data - group memberships, card assignments, and event history associations - are removed. This cannot be undone.

You cannot delete yourself
You cannot delete a user who is the system Owner