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  1. Users & Permissions
  • Getting Started
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  1. Users & Permissions

Users

The Users page allows you to manage system users in Fabritec. You can create accounts, assign departments and roles, review login and account status, and control whether users can sign in.
Use this page to keep each user's account details and access aligned with their responsibilities. Roles define the permissions assigned to users, while departments place users within your organizational structure.
The page also provides user-data exports and additional account-management actions, including changing usernames and email addresses, transferring tenant ownership, viewing user actions, and deleting users.
image.png

Where to Find Users#

Navigate to:
User Management → Users
The User Management menu contains Users, Departments, Roles, and Logs.
The Users page displays a table of accounts, with Sync Global and Add User in the upper-right corner.

Users Table#

ColumnDescription
UsernameThe username associated with the account.
EmailThe email address recorded for the user.
TitleThe user's job title, when entered.
DepartmentThe department assigned to the user.
Role NameThe role assigned to the user. Its configured permissions define the user's access.
Last LoginThe last login date and time displayed for the account.
Lock statusIndicates whether the account is locked. The heading is abbreviated as Is Loc... in the illustrated view.
Email verification statusIndicates whether the email is recorded as verified. The heading is abbreviated as Email ... in the illustrated view.
Global SyncDisplays the user's global synchronization status. The illustrated accounts show Synced.
ActionsAccount controls, including Lock/Unlock and the More Options menu.
Some headings are shortened because of the available column width. The status descriptions above explain their purpose without treating the shortened headings as full field names.

Search, Filters, and Table Controls#

ControlPurpose
SearchFind users using search text.
Column filtersNarrow the list using the filter icons beside column headings.
Clear filterClear applied table filters.
ColumnsChoose which table columns to display.
Excel ExportExport user data to Excel.
PDF ExportExport user data to PDF.
Items per pageChoose how many users to display on each page.
Page navigationMove between pages when the list contains multiple pages.
For example, search for a username to locate an account, or use the Department or Role Name column filter to review a particular group of users.
To return to a broader list, clear the search text and use Clear filter to remove applied column filters.
The toolbar also includes Reset cache.

Add a New User#

Before creating an account, check that the required department and role are available. Review the role's permissions so that the selected access matches the user's work.
Click Add User. The New User form opens.
image.png
The form contains six fields. Username, Full Name, Email, Department, and Role are required. Title is optional.

1. Username — Required#

Enter the unique username the user will use to sign in.
Use a clear, recognizable name, such as EngKhaled or Ahmed.S. Keep your naming approach consistent so administrators can identify accounts easily.

2. Full Name — Required#

Enter the user's full name as it should appear in the system.
Full Name identifies the person. Username identifies the account used for sign-in.

3. Email — Required#

Enter the user's email address.
The email is used for authentication and communication. Check it carefully so that the user can receive relevant account messages, notifications, and password-reset communications.
The form shows example@email.com as a placeholder. Replace it with the user's actual address.

4. Title — Optional#

Enter the user's job title, such as Production Manager, Planning Engineer, QC Supervisor, or Welding Technician.
The title describes the user's position. Select the appropriate permissions separately through Role.

5. Department — Required#

Open Select Department and choose the department the user belongs to.
The department groups the user within your organizational structure. Select the department that reflects the user's actual team rather than using the role name as a substitute for department membership.

6. Role — Required#

Open Select Role and choose the role that defines the user's permissions.
The assigned role controls which modules and information the user can access and which actions they can perform.
Review the permissions configured under User Management → Roles before assigning a role. A role's name alone is not a complete description of its access.
Important: Title, Department, and Role serve different purposes. A job title describes the position, a department identifies the team, and a role defines system permissions.

Save the User#

Review the required fields, especially Email, Department, and Role, then click Add.
After successful creation, the new user appears in the Users list. Locate the account and check that its email, department, and role are correct.
Confirm the user's initial sign-in arrangements as part of onboarding. The New User form shown here does not contain a password field.

Reviewing Login and Account Status#

Review Last Login, lock status, email verification status, and Global Sync separately. They describe different aspects of an account.

Last Login#

Last Login displays the recorded login date and time when a value is available.
A blank cell means that no login value is displayed in that row. Do not use the blank cell alone to conclude why the value is missing.
Use this field when reviewing account activity, rather than treating it as an indication that the user is currently online.

Lock Status#

The lock-status column uses true and false values.
ValueMeaning
trueThe account is locked. The user cannot sign in until it is unlocked.
falseThe account is not locked.
Use the Lock/Unlock control in Actions to manage this status.

Email Verification Status#

The email-verification column also uses true and false values.
ValueMeaning
trueThe email address is recorded as verified.
falseThe email address is not recorded as verified.
A value of false does not explain why verification is incomplete. Check the recorded email address and the applicable verification process when following up with the user.
Important: An unlocked account is not the same as a verified email address. Review both statuses when checking an account.

Editing or Managing User Access#

Use the controls in the Actions column for the relevant user.
The padlock control is used to lock or unlock sign-in access. The three-dot button (⋮) opens More Options.
Edit User is located inside More Options in the illustrated interface.
image.png

More Options#

OptionPurpose
Edit UserEdit the selected user's details.
Change UsernameAccess the action for changing the selected user's username.
Change EmailAccess the action for changing the selected user's email address.
Transfer tenant ownerAccess the tenant-ownership transfer action.
View user actionsAccess the selected user's recorded actions.
Delete UserAccess the action for deleting the selected user.
Check the selected row before opening an action so that you are working with the intended account.

Edit User#

Locate the user and open:
Actions → More Options (⋮) → Edit User
Review the editable details shown in the form, make the required changes, and save them using the form's save control.
Return to the list and check the updated information.
For username or email changes, use the separately named Change Username or Change Email action.

Lock or Unlock a User#

Locate the account and review its current lock status.
Use the padlock control in Actions to lock or unlock the account. After completing the action, check the lock-status value in the table.
Lock the account when the user should no longer be able to sign in. Unlock it when sign-in access should be restored.
Important: Locking controls sign-in access. Do not treat unlocking as confirmation that the email is verified or that the user has successfully signed in.

Change Username#

Open:
Actions → More Options (⋮) → Change Username
Use this action when the account's username needs to change. Review the requirements displayed in the change workflow before submitting the new value.
Because the username is used for sign-in, communicate an approved change to the affected user.

Change Email#

Open:
Actions → More Options (⋮) → Change Email
Use this action when the user's recorded email address needs to change.
Check the replacement address carefully and follow the requirements displayed in the workflow. After completing the change, review the Email value and email-verification status in the Users list.
This review is important because email is used for authentication and communication.

Transfer Tenant Owner#

Open:
Actions → More Options (⋮) → Transfer tenant owner
Use this action only for an intended tenant-ownership handover. It is separate from selecting a different Role for a user.
Check the selected account and review the transfer requirements and any warnings before proceeding.

View User Actions#

Open:
Actions → More Options (⋮) → View user actions
Use this option to review recorded actions associated with the selected user.
This provides a separate place to review user activity rather than relying only on the Last Login column.

Delete User#

Open:
Actions → More Options (⋮) → Delete User
Use this action when an account needs to be removed. Verify that the correct user is selected and review any deletion instructions or warnings before proceeding.
For a temporary restriction on sign-in, use Lock/Unlock rather than deleting the account.

Global Sync#

The Users page displays a Global Sync column and a Sync Global button beside Add User.
The illustrated list shows Synced in the Global Sync column. Read this as the displayed synchronization status, separately from lock status and email verification.
The example includes Synced accounts with different lock and email-verification values. Therefore, Synced alone does not mean that an account is unlocked or that its email is verified.

Best Practices#

Use Clear Account Details#

Use recognizable usernames and keep full names, email addresses, and job titles up to date. Check the email carefully when creating or changing an account.

Review Department and Role Assignments#

Assign the department that reflects the user's team and a role that provides the permissions needed for their responsibilities.
Review these assignments when the user's job changes. Do not rely on the job title alone to determine system access.

Review Account Status Regularly#

Check login information, lock status, and email verification as separate parts of account administration.
Lock inactive accounts when users should no longer be able to sign in. Review the account again before restoring access.

Handle Account Changes Carefully#

Check the selected user before changing identity details, transferring tenant ownership, or deleting an account. Inform affected users about changes relevant to their sign-in.

Export Data for Access Reviews#

Use Excel Export or PDF Export when preparing user-account reviews or audits. Check the exported information against the purpose of the review.

🔗 Related Articles#

Departments – Organize users and assign managers
Roles – Manage permissions and access control
Production Setup – Assign users to production operations
Modified at 2026-09-16 08:42:40
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