User Management

CLARITY supports multiple user accounts with role-based access control. This guide covers creating, managing, and maintaining user accounts.

Creating a User Account

Administrators can create new user accounts from the Administration section:

1. Navigate to Administration > Users
2. Click Create User
3. Fill in the required fields:
   • Username — Unique login identifier
   • Email — Used for verification and notifications
   • Password — Must meet minimum complexity requirements
   • Role — Select from Admin, Editor, or Viewer (see Roles & Permissions)
4. Click Save

The new user receives a verification email and can log in immediately.

INFO

New users are assigned the Viewer role by default unless an administrator explicitly selects a different role.

User Profile Fields

Each user account includes the following profile information:

Field	Required	Editable By
Username	Yes	Admin only
Email	Yes	Self or Admin
First Name	No	Self or Admin
Last Name	No	Self or Admin
Company	No	Self or Admin
Role	Yes	Admin only

Email Verification

When a user is created or changes their email address:

1. A verification email is sent to the new address
2. The user clicks the verification link in the email
3. The email status updates to Verified

Unverified email addresses are marked with a warning indicator. Users can request a new verification email from their profile page.

Activating and Deactivating Users

Administrators can deactivate user accounts without deleting them:

• Deactivate — The user can no longer log in, but their data and audit history are preserved
• Reactivate — Restores login access with the same role and settings

This is useful for temporary contractors, employees who change teams, or accounts that need to be suspended.

Password Reset

There are two ways to reset a password:

• Self-service — Users can change their own password from their profile page (requires current password)
• Admin reset — Administrators can set a new password for any user from the user management page

WARNING

After an admin password reset, advise the user to change their password on first login.

Self-Service Profile Editing

Non-admin users can update their own profile from the Profile page:

• Edit first name, last name, company, and email
• Change password (requires current password)
• View assigned role (read-only)
• View account status and email verification state

Users cannot change their own username or role. These fields require administrator access.

Next Steps

• Understand Roles & Permissions for access control
• Review Security practices for your deployment