Step-by-step workflows

Common tasks, step by step

Filter users by role and search

1. Open Users (#/users).

2. Click a role button (e.g. Editor) to show only users with that role.

3. Type in the Search field to filter by name, username, email, or role (within the current list).

4. Click Clear to reset role to All and clear search.

Edit a user in the drawer

1. On the Users page, find the user and click Edit (row action).

2. The User Edit drawer opens. Change name, email, roles, or other fields.

3. Click Save. The user is updated; the grid refreshes. Close the drawer when done.

Change a user's role from the grid

1. In the Roles column, use the dropdown (or inline control) for the user.

2. Select the new role (or roles). The change is saved automatically; the row updates.

3. If the role control is not in the grid, use Edit to open the drawer and change roles there, then Save.

Create or edit a role (Role Management)

1. On the Users page, click Roles in the header. The Role Management drawer opens.

2. To create a role: use Create role (or similar). Enter the role name and select capabilities (checkboxes). Save. The new role appears in the list and in the Users page role filter.

3. To edit a role: click the role in the list. In the Role Editor, change the name (if allowed) or capabilities (check/uncheck). Save.

4. Close the drawer when done. Users can now be assigned the new or updated role from the grid or User Edit drawer.

Delete a user

1. Find the user in the grid and click Delete (row action).

2. The confirmation drawer opens. Read the message (permanent removal).

3. Click Delete (confirm) to remove the user, or Cancel to close without deleting. You cannot delete your own account.