User management
Create, edit, and deactivate portal users, and understand the role hierarchy that controls who can do what.
User Management is where you create accounts, set roles, reset passwords, and deactivate users. It lives under Administration → User Management in the sidebar (/operations/user-management).
Who can open it
Section titled “Who can open it”The page is only visible to two roles:
- Admin — full control.
- Operations — limited to users below their tier (see the table).
Customer, Driver, and Warehouse users have no access — the sidebar link is hidden for them, and the page itself is blocked.
Roles and the hierarchy
Section titled “Roles and the hierarchy”Roles are tiered. Higher tiers can manage the tiers below them:
- Tier 1 — Admin (top)
- Tier 2 — Operations
- Tier 3 — Customer, Driver, Warehouse (parallel, lowest)
What each managing role may do:
| Action | Admin | Operations |
|---|---|---|
| Open User Management | ✓ | ✓ |
| Create / edit an Admin | ✓ | — |
| Create / edit an Operations user | ✓ | — |
| Create / edit a Customer / Driver / Warehouse user | ✓ | ✓ |
| Delete a Customer / Driver / Warehouse user | ✓ | ✓ |
| Delete an Operations user | ✓ | — |
| Delete an Admin | — | — |
Two rules worth calling out:
- Operations cannot create or change Operations or Admin users, and cannot promote a lower-tier user up into those roles. They only manage Customer, Driver, and Warehouse accounts.
- Admin accounts cannot be deleted by anyone — not by another Admin, and not your own account. To retire an Admin, deactivate it (see below) or change its role first.
The action buttons on each row reflect these rules: you only see Edit, Change password, or Delete for users you’re allowed to manage.
Add a user
Section titled “Add a user”- Click Add User (top-right). A drawer opens from the right.
- Fill in Username, Email, and Password (password is required for a new user).
- Pick a Role from the dropdown. It lists role names (Admin, Operations, Customer, Driver, Warehouse) — and only the roles you’re allowed to assign.
- Leave Active ticked.
- Click Save.
The new user appears in the list immediately.
Edit a user
Section titled “Edit a user”- Click Edit (pencil icon) on the row. The drawer opens with the user’s current details.
- Change the username, email, role, or active state.
- Click Save.
Passwords aren’t changed here — use Change password instead.
Change a password
Section titled “Change a password”- Click Change password (key icon) on the row.
- Enter the new password in the drawer.
- Click Save.
Delete a user
Section titled “Delete a user”- Click Delete (trash icon) on the row.
- Confirm in the dialog that appears (deletion isn’t immediate — you must confirm).
Deleting is a soft delete: the account is set to Inactive rather than erased. It disappears from the default list but is not gone — see below to bring it back.
Show inactive users
Section titled “Show inactive users”By default the list shows active users only, so a deleted (deactivated) user drops out of view. To see deactivated accounts, tick Show inactive next to the search box. To reactivate one, open it with Edit, tick Active, and Save.
Staff app access (handset PIN)
Section titled “Staff app access (handset PIN)”Operations, Admin and Warehouse users can sign in to the staff app on a phone, with the company code, their mobile number and a 4-digit PIN. The app is used for clocking on and off and for the staff fitness-for-duty check.
For those users, the row has a Staff app access button (phone icon). It does not appear for Customer or Driver users. Drivers get their PIN on the Drivers screen instead.
- Click the phone icon on the row. A drawer shows their current access, for example PIN set …, last sign-in …, or No staff app access yet.
- Mobile number: the username they type on the handset. It is pre-filled if they already have access. Two people cannot share one number.
- New PIN: exactly four digits. Obvious PINs (0000, 1234, 4321…) are refused.
- Click Set PIN.
Things to know:
- A PIN cannot be looked up later. Tell it to the person directly. To change it, set a new one.
- Setting a PIN also clears a lockout. After 5 wrong attempts the app locks for 15 minutes, and setting a new PIN unlocks it at once. This is the answer to “I’m locked out”.
- Revoke access removes the handset sign-in. The user account itself is unchanged.