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

Users can now reset their own password directly from the login screen. Admin initiated resets are no longer required.

How users reset their password

1. Go to the Zitcha login screen.
2. Enter their email address, then select Continue.
3. Select Forgot password.
4. Confirm their email address, then select Continue.
5. If the email is associated with a Zitcha account, Auth0 sends a password reset email with instructions.

Notes for admins

• Admins no longer trigger password reset emails on behalf of users.
• If a user does not receive the email, confirm they are using the correct email address linked to their Zitcha account.

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.