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Managing users and roles
Add the people who use JOATOS and set what they can do. Users are managed under Organization → Users (admin only).
Access levels
There is no single role setting. What a person can reach is decided by two things: whether they have console access, and which permission groups they belong to.
- Portal only — the default for every new user. They can sign in to the self-service portal, but not the main console. Permission groups aren't kept for a portal-only user.
- Console access — can sign in to the console. What they can see and change there comes entirely from their permission groups; console access on its own grants nothing.
- Administrator — membership of the built-in Administrators group. Full access, including users, groups, and organisation settings. Being an administrator implies console access.
New users start at Portal only unless you choose otherwise, so granting console access is always a deliberate step.
Adding users
- Invite — enter an email and name, choose the Access level (Portal only, Console access, or Administrator), and generate an invite link (valid for 7 days) to share. The person sets their own password on accepting.
- Create user — add someone directly with a name, email, and password, set Console access, and assign permission groups.
Editing and removing
- Edit a user (pencil icon) to change their name, email, console access, permission groups, or reset their password.
- Remove a user (trash icon) with confirmation.
The users table shows each user's name, email, an access badge (Admin, Console, or Portal), and groups.
Notes & tips
- Keep at least one Administrator — that group is what lets you manage users, groups, and settings.
- Selecting the Administrators group switches console access on and keeps it on; there's no admin without it.
- Console access with no permission groups gives someone a console they can sign in to and nothing inside it. Grant at least one group.