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Feature

Users

Full management of company users: onboarding, roles, departments and admin actions.

Ways to create users

Manual creation

The admin fills in the form with name, email, username, job title and password. The user receives the temporary password from the admin and must change it on first login.

Bulk import via CSV

Import a CSV file using the Import users button. Users are created with an auto-generated temporary password. To activate them: in UsersPage enable Selection mode, select the imported users and use the bulk action Reset passwords — the admin copies each password and delivers it to the employee, who changes it on first login.

Automatic creation when installing the agent

When the agent is installed on a Windows device, if the Windows username does not exist in the platform, a user is automatically created with the detected username and a provisional email. The device appears as pending approval — an admin approves it from Users. The employee receives a notification in the agent icon in the Windows taskbar, where they can complete their profile (name, real email and their own password) without admin intervention.

Filters and search

Search by name, username or email.
Sort by: role, name, job title or department.
Status: All, Active or Inactive.
Filter by role and by department or section.

User table

User — avatar, full name and email.
Role — clickable badge with a dropdown to change the role.
Job title — the employee's position in the company.
Manager — assigned manager, editable with a search dropdown.
Department and section — organisational assignment, editable inline.
Status — Active or Inactive.
Actions — edit profile, reset password, activate/deactivate, delete.

Actions

Edit profile — opens the full user edit page.
Reset — generates a temporary password that the administrator copies and gives to the employee.
Activate / Deactivate — changes the user's status. An inactive user cannot log in.
Delete — permanently removes the user. Only available if the user is inactive.

Limits by role

Admin — can create and manage users with the Employee and Manager roles. Cannot create or edit Admins or Company Admins.
Company Admin — full management of all roles.
User export is available on the Plus plan.