Managing users

This page collects the common tasks for working with users. For how the invitation model, roles, and states work, see the System users section. For the full list of fields and permissions, see the Users reference.

Invite a user

1. Open Settings → Users.
2. Click the Invite user button in the top right of the page.
3. In the Invite user to UNIO24 dialog, fill in the Email field — the address the invitation will go to.
4. In the Role field, choose the access role for this user.
5. Click Invite user.

The system sends an invitation email to the given address in the company’s language. Until the person activates the account, they appear in the list with an Invited badge.

Resend an invitation

For a user with an Invited badge (the invitation has not yet been accepted):

1. Open Settings → Users.
2. In the row of the user, open the actions menu (three dots).
3. Select Resend — the invitation email is sent again.

A deleted user does not need to be re-invited through this action — they can be invited again the normal way (see Invite a user).

Accept an invitation

These are the steps for the invited person.

1. Open the link from the invitation email. The Accept invitation to UNIO24 page opens.
2. If the first and last name were not set in advance, fill in the First Name and Last Name fields.
3. Enter a password in the Password field and repeat it in the Confirmation of password field. You set the password yourself.
4. Click Accept invitation.

Screenshot

What to show: The «Accept invitation to UNIO24» page with the «First Name», «Last Name», «Password», and «Confirmation of password» fields and the «Accept invitation» button

After this, a message appears that the account is activated, along with a Go to login button. If the link has expired, the page reports that the invitation link is invalid or expired — in that case, ask the administrator to resend the invitation.

Invite an employee as a user

To give an existing employee login access:

1. Open the Employees section.
2. In the row of the employee, open the actions menu (three dots) and select Invite user.
3. In the Invite user to UNIO24 dialog, the Email field is already filled with the address from the employee profile. Change it if needed.
4. The Role field is shown only if you have full access. If it is there, choose a role.
5. Click Invite user.

The user account is linked to the employee record. The action is available only if you have the right to edit employees and the employee is not yet linked to a user.

Edit a user

You can edit only a user who has already accepted the invitation (without an Invited badge).

1. Open Settings → Users.
2. In the row of the user, open the actions menu (three dots) and select Edit.
3. On the page, change the fields you need: Last Name, First Name, Middle Name, Role, Email.
4. Click Save.

Note

There is no password field on the edit page. The administrator cannot set or reset anyone else’s password — each user changes their own password in the Profile section.

Delete a user

1. Open Settings → Users.
2. In the row of the user, open the actions menu (three dots) and select Delete.
3. Confirm the deletion in the dialog.

The user loses access to the system. The history of their actions is kept and stays available. If needed, the same person can be invited again.