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* Add Quickstart Guide * Update installation * Remove unused files * Update support/backing * Tweaks in concepts * Setup file structure for API reference 2.0 * Setup page layout for reference * Add clean-urls plugin * getting started updates * Finish authentication rest * getting started updates * Render stylus in 2 spaces * Various * Various * Finish activity docs * Add collections reference * Add extension reference * concepts updates * Fields/tweaks * Add files doc * Add revisions * concepts docs * More api reference * Finish rest api reference (finally) * initial concepts * More things * Add assets api ref * Move sections from file to assets * Add environment variables * contributing docs * Add field transforms page * Left align table headers * concept links * Add API config * Fix mobile nav * Add migrating a project * doc link fixes * link fixes Co-authored-by: rijkvanzanten <rijkvanzanten@me.com>
93 lines
3.0 KiB
Markdown
93 lines
3.0 KiB
Markdown
# Users
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> Users are the individual accounts for authenticating into the API and App. Each user belongs to a Role which defines its Permissions. [Learn more about Users](/concepts/users/).
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## Creating a User
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1. Navigate to the **User Library**
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2. Click the **Create User** action button in the header
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3. Enter an **Email Address**
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4. Optional: Complete the **other user form fields**
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## Inviting a User
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1. Navigate to **Settings > Roles & Permissions > [Role Name]**
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2. Scroll to the **Users in Role** field
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3. Click the **Invite Users** button
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4. Enter **one or more email addresses**, separated by commas, in the modal
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5. Click **Invite**
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At this point the invited user(s) will receive an email with a link to the App where they set a password and enable
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their account.
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## Configuring a User
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1. Navigate to the **User Library**
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2. **Click on the user** you wish to manage
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3. **Complete the form** of [User Fields](/concepts/application/#user-detail)
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::: warning User Preferences
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This section of the User Detail is only visible/editable by the current user, and admins.
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:::
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#### Status
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The User's Status determines if an account is able to access the platform or not. Only the `active` state is able to authenticate, all others are simply descriptive inactive states.
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- **Draft** — An incomplete user; no App/API access
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- **Invited** — Has a pending invite to the project; no App/API access until accepted
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- **Active** — The only status that has proper access to the App and API
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- **Suspended** — A user that has been temporarily disabled; no App/API access
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- **Archived** — A soft-deleted user; no App/API access
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::: warning Admin Only
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Only admins can adjust this field's value.
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:::
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#### Role
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Setting the user's role determines their access, permissions, and App presentation. You can adjust a user's role from
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the User Detail page, or from the _Users in Role_ field within **Settings > Roles & Permissions > [Role Name]**.
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::: warning Admin Only
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Only admins can adjust this field's value.
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:::
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#### Token
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A user's token is an alternate way to [authenticate into the API](/reference/api/authentication) using a static string.
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When NULL, the token is disabled. When enabled, ensure that a secure string is used.
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## Archiving a User
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1. Navigate to the **User Library**
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2. Click the user you with to archive to go to their User Detail page
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3. Click the orange **Archive User** action button in the header
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4. Confirm this decision by clicking **Archive** in the dialog
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::: warning Disables Access
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Archiving uses _soft-delete_, therefore archived users are unable to access the App or API.
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:::
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## Deleting a User
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1. Navigate to the **User Library**
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2. Select one or more users you wish to delete
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3. Click the red **Delete User** action button in the header
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4. Confirm this decision by clicking **Delete** in the dialog
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::: danger Irreversible Change
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Unlike the soft-delete of archiving, this process is a hard-delete. Therefore, this action is permanent and can not be
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undone. Please proceed with caution.
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:::
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