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User Management

User Management is where administrators maintain the identities that can sign in to ZeyOS. In the live interface it is part of the same workspace as group administration, but the Users tab focuses on individual login accounts.

Open User Management via the avatar menu in the top-right corner
Access via top-right avatar

What This Page Is For​

Use this page to create user accounts, review account status, manage invitations, and confirm who still needs access to the system.

Who Should Use It​

This page should be maintained by administrators or team leads who are responsible for granting or withdrawing access.

What You See on the Page​

Users overview list
Users overview list

The live user list includes fields such as:

  • Name
  • System email
  • Linked contact
  • Last login
  • Group memberships
  • No shared data indicator

The right sidebar provides filters for activity status, tags, and top groups. The bottom action bar includes bulk actions such as Delete, Activate, Deactivate, Reinvite, and Reset login attempts.

Typical Tasks​

Create a new user​

  1. Open Control Center > User Management and stay on the Users tab.
  2. Click New User.
  3. Enter the required identity data such as user name, email address, and initial access details.
  4. Link the user to a contact record where appropriate.
  5. Save the record and assign the correct groups.
New user form showing name and email fields
New user form showing name and email fields

Maintain an existing account​

Open the user record when you need to:

  • update contact or profile details
  • change group memberships
  • reactivate or deactivate the login
  • reset login attempts after an account lockout
  • check whether the user is still active and relevant
Live user overview
Live user overview

Handle API-only or restricted identities​

Not every identity needs a regular browser login. Use specialized or API-oriented accounts only when there is a clear integration or service need, and document why the account exists.

API-only user option for service accounts and integrations
API-only user option

Access Management Guidelines​

  • Deactivate users promptly when access is no longer required.
  • Prefer deactivation over deletion when historical traceability matters.
  • Review last-login information regularly to identify stale accounts.
  • Keep login identities separate from customer or supplier accounts.