Users — Create, Edit & Delete

This guide covers managing Users in ParcelPilot.

Where: go to Administration → Users.

Create a user

1. Go to Administration → Users.
2. Click Create user.
3. Fill in:
   • Name and Email
   • Optional profile fields (phone, job title, avatar)
   • Password (required on create)
4. Set scope:
   • Some users can choose the Tenant.
   • Set Client only when creating a client-level user who should be limited to one client.
5. Assign Roles where appropriate.
6. Click Create.

Notes:

• Client users are restricted to their own client and cannot assign arbitrary roles.
• Use least privilege: only grant the roles needed.

Edit a user

1. Open the user.
2. Update details and roles.
3. Password handling:
   • Administrators cannot see or set the user's password.
   • Use Send Password Reset to email the user a secure link so they can choose their own new password.
4. Click Save.

See: Users — Passwords & Password Resets

Impersonation

Admins can impersonate a user from the users table (when permitted) to troubleshoot what a client user can see.

See: Impersonation

Actions

• Send Password Reset: emails the user a secure reset link. Reset links are valid for 4 hours; requesting a newer link invalidates the previous one.
• Impersonate: available on the users table (when permitted). Starts an impersonation session so you can troubleshoot what that user can see.

Bulk actions

• Delete: deletes selected users.

Delete a user

Users can be deleted from the edit page or via bulk delete.

Related

• Users
• Roles & permissions
• Impersonation