Users
Create users, assign roles, configure substitutes, manage 2FA, and view login history
Navigate to Users in the top navigation to manage all users in your company.
Creating a User
- Click + Create.
- Fill in the required fields:
| Field | Description |
|---|---|
| Email (Username) | The user's email address — used as their login username |
| First Name | User's first name |
| Last Name | User's last name |
| Role | Single role assigned to the user (see Roles and Permissions) |
| Enabled | Whether the user can sign in immediately |
| Active Approval Redirect | Whether the user is redirected after approving a document |
| Send Notification on Approve | Whether the user receives an immediate email notification on approval |
| Send Notification on Assign | Whether the user receives an immediate email notification when assigned |
- Click Save.
The user account is created. To set a password for the new user, use the Reset Password action on their detail page — they will receive a password-reset email.
Enabling and Disabling a User
- Open the user's detail page.
- Click the ⋮ (more actions) menu.
- Select Enable or Disable and confirm.
Disabled users cannot sign in but their historical actions remain in the audit log.
Editing a User
- Click the user's name in the list to open their detail page.
- Click Edit.
- Update the fields as needed (note: the username/email cannot be changed after creation).
- Click Save.
Role Assignment
Each user has a single role. To change a user's role:
- Click the user's name.
- Click Edit.
- Change the Role field.
- Click Save.
For a full description of each role, see Roles and Permissions.
Resetting a Password
- Open the user's detail page.
- Click the ⋮ (more actions) menu.
- Select Reset Password and confirm.
The user receives a password-reset email.
Substitute Configuration
Substitutes allow another user to act on behalf of the original user during their absence (e.g., for approvals).
- Click the user's name to open the detail page.
- Click the ⋮ (more actions) menu and select Substitutes, or click the Substitutes link on the detail page.
- Click + Create to add a new substitute.
- Select the substitute user and set the From and To dates.
- Click Save.
See also Managing Substitutes.
Two-Factor Authentication Reset
If a user loses access to their authenticator app:
- Open the user's detail page.
- Click the ⋮ (more actions) menu.
- Select Deactivate 2FA and confirm.
The user will be prompted to set up 2FA again on their next login. This action is only available if the user has 2FA enabled.
API Key Management
API keys are available only for users with the API role.
- Open the user's detail page (must have role
ROLE_API). - Click the ⋮ (more actions) menu.
- Select API Key to open the API key management modal.
Login Event History
- Click the user's name to open the detail page.
- The latest login events are shown at the bottom of the page.
- Click View All (or navigate to the Login Events sub-page) to see the full history.
The table shows each login attempt with timestamp, IP address, and success/failure status.