Managing Users
The Users section is where you view, create, and manage every account on your platform — from customers to staff to administrators. From the left sidebar, click Users to open the user list.
The User List
Tabs
Five tabs filter the list by role:
| Tab | Shows |
|---|---|
| All Users | Everyone on the platform |
| Super Admins | Users with full platform access (visible to Super Admins only) |
| Admin | Users with administrative dashboard access |
| Staff | Team members who handle bookings and support tickets |
| Users | Regular customers and app members |
Each tab displays a count chip so you can see how many accounts exist in each role at a glance.
View Modes
Toggle between List View (a compact column of rows) and Grid View (a card grid) using the icons in the header. Both views show the same information — choose whichever is easier to scan.
Searching
Type in the search bar to filter by first name, last name, or email address. Results update automatically after a brief pause. Click × to clear the search.
User Cards
Each user card displays:
- A profile photo or initials avatar
- The user's full name
- A role badge (Super Admin, Admin, Staff, or User)
- Status badges — "Not Active" (orange) if the account is deactivated, "Deleted" (red) if the account has been soft-deleted
- A points badge with the user's current loyalty balance (Staff and User roles only, when points > 0)
- Email and phone below the name
- A Manage button to open the user detail panel
- A three-dot menu for quick actions
User Roles
| Role | Access level |
|---|---|
| Super Admin | Full platform access. Can manage all roles including other Super Admins. |
| Admin | Dashboard access. Can create and manage Admins, Staff, and Users. Cannot manage Super Admins. |
| Staff | Can handle bookings and support tickets. Has assigned services and individual working hours. Can earn loyalty points. |
| User | Regular customer account. Can make bookings, place orders, and earn loyalty points. |
The roles available when creating or editing a user depend on your own role — Admins cannot assign the Super Admin role.
Creating a User
Click Create User in the top-right corner to open the Create User form.
Required Fields
| Field | Notes |
|---|---|
| First Name | Required. |
| Last Name | Required. |
| Required. Must be a valid, unique email address. The new user receives a password setup email at this address. | |
| Phone | Required. Formatted automatically as (999) 999-9999 as you type. |
| Role | Required. Select the appropriate role for this account. |
Additional Sections (appear based on role)
Services — shown for Admin and Staff roles. Select which services this team member is assigned to. The selected services determine which appointments they can be booked for.
Working Hours — shown for Admin and Staff roles. Set the days and times this person is available. Enable each day with the checkbox and set a start and end time. Defaults to Monday–Friday, 8:00 AM to 8:00 PM.
User Points — shown for User and Staff roles. Optionally assign an initial points balance when creating the account.
Click Create to save. A password setup email is sent automatically to the new user so they can set their own password before logging in.
Managing a User
Click the Manage button on any user card, or select Edit User from the three-dot menu, to open the User Details panel on the right side of the screen.
General Information
| Field | Notes |
|---|---|
| First Name / Last Name | Required. Update the user's display name. |
| Required. Changing this updates the user's login email in the authentication system. The user will need to sign in again and verify the new address. | |
| Phone | Required. Auto-formatted as (999) 999-9999. |
| Profile Photo | Click Select Image to choose from your media library, or drag and drop an image into the dashed area. Maximum file size: 1 MB. Click Clear to remove an existing photo. |
User Permissions
| Field | Notes |
|---|---|
| Role | Change the user's role. Available options depend on your own role level. |
| Status | Set to Active or Deactivate. Deactivating an account prevents the user from logging in but preserves all their data. |
Services (Admin and Staff only)
Assign or update which services this team member can be booked for. Click the dropdown and select from the available services — selections appear as chips. Remove a service by clicking the × on its chip.
Working Hours (Admin and Staff only)
Seven day rows — one for each day of the week. Check the box next to a day to enable it, then set the start and end times. Uncheck a day to mark it as unavailable. All times are stored in your configured booking timezone.
User Points (User and Staff only)
The current points balance is displayed in a highlighted box. Click Set Points to open a dialog where you can enter a new balance. This overwrites the existing value — it does not add to it.
Metadata & Quick Actions
- Created At — the date the account was registered
- Recent Activity — the last time the user was active on the platform
Reset Password Sends a password reset email to the user's email address. Use this if a user is locked out or has forgotten their password. A loading indicator appears while the email is being sent.
Delete User Soft-deletes the account — the user is marked as deleted and can no longer log in, but all their data is preserved in the system. A checkbox in the confirmation dialog lets you also Delete User Data immediately, which performs a permanent hard delete instead.
Click Update in the panel header to save any changes you've made to the user's profile.
Quick Actions (Three-Dot Menu)
The three-dot menu on each user card provides shortcuts without opening the full detail panel:
| Action | Notes |
|---|---|
| Edit User | Opens the User Details panel. |
| Reset Password | Sends a password reset email immediately. |
| Set Points | Opens a dialog to update the user's loyalty point balance. Only available for User and Staff roles. |
| Delete User | Soft-deletes the account with a confirmation dialog. |
| Remove User Data | Permanently deletes all data for an account that has already been soft-deleted. This action cannot be undone. |
Exporting Users
To export user data to a spreadsheet:
- Use the User Types dropdown next to the Export button to select which roles to include (Super Admin, Admin, Staff, User).
- Click Export Excel.
The exported file includes: first name, last name, email, phone number, points balance, role, and registration date. The filename is timestamped automatically (e.g., users_20260608_1430.xlsx).
Account Status Reference
| Status | What it means |
|---|---|
| Active | Normal access — the user can log in and use the platform. |
| Not Active | The account has been deactivated. The user cannot log in but all data is intact. Reactivate by setting status back to Active. |
| Deleted | The account has been soft-deleted. The user card shows a red "Deleted" badge. The detail panel is read-only. The account can be permanently removed using Remove User Data. |
Tips
- Use the tabs to audit your team quickly. Switching to the Staff or Admin tab gives you a focused view of everyone with elevated access — useful for periodic access reviews.
- Deactivate rather than delete when in doubt. Deactivating an account is reversible — you can reactivate it instantly. Hard deletion is permanent. If a staff member leaves temporarily, deactivate; if they're gone for good and you're sure, delete.
- Working hours per staff member override the global schedule. If a staff member works different hours than your general business hours, set their individual hours here — the booking system will use their personal schedule automatically.
- The password reset email is safe to resend. If a new user says they didn't receive their setup email, use Reset Password from the three-dot menu to send it again. It's the same flow — they click the link and set a password.
- Points can only be set, not incremented, from this panel. If a user has 200 points and you want to add 50, calculate the new total (250) and enter that — the Set Points dialog replaces the balance, it doesn't add to it.