Users

Manage user accounts in Zitcha by creating, editing, deactivating, and resetting passwords to ensure secure access across organisations.

Overview

A user in Zitcha represents an account that has:

• Accepted a platform invitation.
• Registered their account.
• Joined one or more organisations.

Key details:

• Users log into their last active organisation by default.
• Each user account includes: First name, Last name, Primary email, and Job title.
• Every user must belong to at least one team and hold at least one role per organisation.
• On first registration (if no team/role is assigned), users are automatically placed in the Network Team with the Basic system role.

Creating a User

Permissions required: Role Manager.

1. Go to Settings > Organisation > Users.
2. Click Create New User.
3. Enter the user’s First name, Last name, Job title, and Email address.
4. Assign at least one Role from the list (click the pills to select).
   • Learn about Roles & Permissions
5. Assign at least one Team from the list (click the pills to select).
   • Learn about Teams
6. Click Invite User.

• If the email already exists in Zitcha: the user will be invited to link their account to your organisation.
• If the email is new: the user will receive a welcome email to register and log in.

Editing a User

Edits only affect the active organisation. User details persist across other linked organisations.

1. Go to Settings > Organisation > Users.
2. Click the pen icon next to the user.
3. Choose an action:
   • Update Name or Job title.
   • Edit roles and teams:
     • Click x on a pill to remove.
     • Select new roles/teams from the list to assign.
4. Click Save Changes.

Resetting a User’s Password

Permissions required: Role Manager.

1. Go to Settings > Organisation > Users.
2. Click the pen icon next to the user.
3. Click Send Password Reset.
4. The user will receive an email with instructions to reset their password and regain access.

Deactivating a User

Deactivation revokes a user’s access across all linked organisations, but Zitcha keeps a record of their past actions.

1. Go to Settings > Organisation > Users.
2. Click the pen icon next to the user.
3. Click Deactivate User.