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Managing User Accounts

[Draft — pending review]

User accounts are managed from Settings > General > Users, which provides a list of all user accounts across the system. From here, administrators can create, edit, and manage user access.

You can also access a user's account from their personal profile in the People section — look for the User button in the toolbar.

What You Can Do

From the User Management area, you can:

  • View all users — see a list of every user account, with their username, display name, role, and last login time
  • Edit user details — update a user's role, display name, or login method
  • Manage event access — control which events each user can access (see User Event Permissions)
  • Reset passwords — trigger a password reset email for a user (see Reset User Passwords)
  • Set active event — change which event a user sees when they log in. This is useful to do in bulk before a major event, so all users automatically land on the correct event
  • Delete users — remove a user account entirely. The person record is not affected

User Account Details

Each user account includes:

Field Description
Username Usually an email address, but can be any unique identifier. This is what the user enters to log in
Display Name The name shown within the application
Role Determines what the user can see and do (see User Roles)
Login Method Ordinate credentials, SSO, or API key access
Event Access Whether they can access all events, or only selected ones

Info

A user account is always linked to a person record. You must create or locate the person record first before creating a user account. See Create A New User for the full process.