Users & Roles
Manage user accounts, assign roles, set permissions, and monitor who is actively using the system. This section is for administrators.
Admin Only
User management requires administrator permissions.
Viewing Users
Go to Users in the Super Dashboard sidebar (or via Settings) to see all user accounts.
Creating a New User
1
Click Create User
In the Users page, click Create User.
2
Fill in user details
- Full Name — The user's display name
- Email — Login email address (must be unique)
- Password — Initial password (user can change later)
- Role — Select a role (Agent, Manager, Admin, etc.)
- Department — Assign to a department
- User Type — Agent, Manager, Admin, Vendor, etc.
3
Save
Click Save. The user can now log in with their email and password.
Roles & Permissions
Each user is assigned a role that determines what they can see and do in the system. Common roles include:
| Role | Access Level |
|---|---|
| Agent | Handle tickets, tasks, log time, view own data |
| Manager | Everything agents can do, plus approve timesheets, view team data, manage assignments |
| Administrator | Full access — manage users, settings, automations, and all modules |
| Supervisor | Monitor dashboards, view analytics, manage queues |
| Vendor | Limited read-only access to assigned tickets and tasks |
Vendor Accounts
Vendor accounts are restricted to read-only access. They can view assigned items but cannot make changes or access internal data.
Editing a User
Click on any user to edit their profile:
- Change their name, email, or department
- Update their role or permissions
- Activate or deactivate their account
- Reset their password
Deactivating Users
When someone leaves the team, deactivate their account instead of deleting it. This preserves their history (tickets, comments, activity logs) while preventing them from logging in.
Monitoring Sessions
Go to User Sessions in the Super Dashboard sidebar to monitor and manage all active and expired sessions:
User Sessions View
From User Sessions you can:
- Active Sessions — Currently online users (with Online/Offline status)
- Expired Sessions — Past sessions that have timed out
- Revoked By You — Sessions you have manually ended
- Revoke All / Refresh — End all sessions or refresh the list
- Device — Desktop, mobile, etc.
- Created — When the session started
Departments
Users are organized into departments. Departments affect:
- Which tickets and tasks are visible to users
- Which workflows and status options are available
- Reporting hierarchy and manager assignments
- Calendar and scheduling views