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Users

A guide to managing users in FlowAgent, including creating users and handling user access.

When to Use​

Read this page when you need to add or manage users for your site.

How It Works​

  • User Types:
    • Internal users: Full access based on group permissions.
    • External users (Organisations): Limited access, typically for customers/vendors. See Organisations.
  • User States:
    • Active: Can log in and use the site.
    • Invited: Created but not yet activated (e.g., welcome email not sent or not yet accepted).
    • Inactive: Previously had access, now disabled.

Usage Example​

Creating a new user:

  1. Go to the Users tab in Site Settings.
  2. Click "Create."
  3. Enter user details and assign groups.
  4. Choose whether to send a welcome email (checkbox in the create window).
  5. Click CREATE. The user appears in the Active or Invited tab depending on their activation status.

Managing users:

  • Reset password, resend welcome email, edit details, archive/reactivate as needed.

Tips​

  • Use groups to control user permissions. See Groups.
  • Only users with the right permissions can manage other users.
  • The Invited tab lists users who have been created but not yet activated (e.g., welcome email not sent or not yet accepted).

For more details, see the subpages on Organisations and Groups.