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User management

This page manages all employees with system access β€” both web (Planner/Dispatcher/Accountant) and mobile (Driver).

User list

Invite a new user​

The safest way to add a user is to invite by email β€” the user sets their own password, you never see it.

Invite flow​

  1. Click "+ Invite user"
  2. Fill in:
    • Email: staff member's address
    • Full name: displayed in the system
    • Role group: one of the 5 presets or custom
    • Organization scope: subtree of data the user can see
  3. Click "Send invitation"

The user receives an activation email β†’ sets password β†’ can sign in immediately.

Invitation expires

Activation link expires after 48 hours. If they miss it, go to the Users page, click ↻ on the pending row to resend.

Column list​

ColumnContent
Name + EmailBasic info
Role groupCurrent preset
OrganizationDAC scope
StatusActive / Pending (not activated) / Disabled
Last loginTrack if active
ActionsEdit / Reset password / Disable

Edit user info​

Click ✏️ β†’ modal opens to update:

  • Display name
  • Role group
  • Organization scope
  • Contact phone

Email cannot be changed (it's the identifier + login path).

Reset password​

Two methods:

Method 1 β€” Send reset link (recommended):

  • Click πŸ”‘ on the user row
  • System emails a reset link
  • User sets their own new password

Method 2 β€” Set manually (emergencies only):

  • In the edit modal, click "Set new password"
  • Enter new password β†’ user must change it on first login
Security

Never share passwords over unencrypted chat / email. Method 1 is always safer because only the user knows the password.

Disable account​

When an employee leaves:

  1. Click 🚫 on the user row
  2. Status moves to Disabled
  3. User can no longer sign in
  4. Historical data preserved β€” never deleted, to keep audit trail
Re-enable

Click βœ“ on a Disabled user β†’ restored to Active.

The system has 2 separate entities:

  • User: login account (Email + Password)
  • Driver: driver profile (License, Phone, Vehicle link)

For a driver to log into the mobile app, you must link the two:

  1. Create a Driver record in Master Data (or use existing)
  2. Invite a new user with role group "Driver"
  3. In the user modal, choose "Link with driver" β†’ pick the matching Driver

After linking, the mobile app logs in with the user's email + receives the Driver's trips.

Next​