Users

Users lists everyone on your team who can sign in to the portal. It is visible to Admins only.

Columns

Column	What it shows
#	Row number in the current view.
Email	The address the user signs in with.
Status	Active or Inactive. Inactive users cannot sign in.
Name	First name.
Surname	Last name.
Role	Agent, Accountant or Admin.

Add a user

1. Click Create.
2. Fill in the form.

Field	Required	Notes
Email	Yes	The sign-in address. Must be unique.
Password	Yes	Minimum 8 characters, with at least one uppercase letter, one number and one special character.
Name	Yes	First name.
Last name	Yes
Status	Yes	Active by default.
Role	Yes	See Roles.

3. Click Create.

Give the new user their email address and the password you set; they can change it themselves under Settings — Security.

Edit a user

Click a row to open the user, change what you need, and save. To revoke access without deleting the account, set Status to Inactive.

Roles

Role	Intended for
Agent	Front-line staff who sell. Search, book, view orders, manage their own profile.
Accountant	Finance staff. Read-only access to orders, order items, transactions and contracts. No booking.
Admin	Everything an Agent and an Accountant can do, plus user management and all integration settings.

Permissions

Section	Agent	Accountant	Admin
Create order	✓		✓
Orders	✓	✓	✓
Order items	✓	✓	✓
Transactions	✓	✓	✓
Products			✓
Contracts	✓	✓	✓
API keys			✓
Webhooks			✓
FTP servers			✓
Email settings			✓
Widget settings			✓
Users			✓
User & developer docs			✓
Settings (own account)	✓	✓	✓

Sections a role cannot access are hidden from its sidebar entirely.

Sorting, column filters and Download Excel work as described in Working with tables.