Users

A User is the individual person who has an account and can log in to the yacht management system. A user profile contains information that identifies the person, such as their name, email address, and account details.

A user does not automatically have access to every function in the system. Their access is determined by the role or roles assigned to their profile.

Add User

1. Click the Administration menu then select Users.

   

2. Click the three dots in the top right corner and select New User.

   

3. Fill in the required details:
   • Username
   • Full Name
   • Email address (This is required to send the welcome email with login instructions.)
   • User Role

   Example: The Fleet Manager role provides full system access, including the ability to override other users.

   Once complete, click Submit.

   

Delete User

1. Go to the Active Users folder on the left-hand side to view a list of all currently active users in the system.
2. Click the three-dots next to a user\'s name and select Delete.
   Note: If a user cannot be deleted, it is typically because the account is associated with existing historical records or activity in the system.

   Deleting the user could cause those records to lose their user reference or affect historical data.

   Instead of deleting the account, you should disable the user.

   

Disable User

1. Click the Edit icon next to the user's name.

   

2. Check the box labeled Is Disabled, then click Submit.
   Note: Once disabled, the user will no longer be able to log into the system.