Managing users and roles

↩ Administration

Add the people who use JOATOS and set what they can do. Users are managed under Organization → Members (admin only).

Roles

Every user has a base role:

• Admin — full access, including managing users, groups, and organisation settings.
• Editor — can view and edit across modules (but only view credentials).
• Viewer — read-only across modules.

For finer control than the base role, use permission groups.

Adding users

• Invite — enter an email, name, and role, 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, password, and role, optionally assigning them to permission groups.

Editing and removing

• Edit a user (pencil icon) to change their name, email, role, permission groups, or reset their password.
• Remove a user (trash icon) with confirmation.

The members table shows each user's name, email, role, and groups.

Notes & tips

• Start people at Viewer and grant more via role or groups as needed.
• Keep at least one Admin — admin is what lets you manage users, groups, and settings.

Related

• Permission groups and access control
• Your user profile