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This guide explains how to create user accounts, assign roles, and control which sites each user can access.

Before You Begin

You must be logged in as a System Admin to manage users.

Step 1: Open the User Management Panel

  1. Click Admin in the left sidebar.
  2. Select Users.
  3. You will see a list of all existing users across all sites.

📸 [Screenshot: Admin → Users list]

Step 2: Add a New User

  1. Click Add User (top-right of the user list).
  2. Fill in the following fields:

Account Details

  • Username — used for login. Lowercase, no spaces. Cannot be changed later.
  • Full Name — displayed in tasks, rosters, reports, and audit logs.
  • Password — temporary password. The user can change it after first login.

Role & Access

  • Role — select one: Manager, Supervisor, or Staff.
  • Assigned Sites — tick every site this user should have access to.

Optional

  • System Admin — tick only for IT administrators who need access to the admin panel and all sites.
  • Active — leave ticked. Untick to disable the account without deleting it.
  1. Click Save.

📸 [Screenshot: Add User form — filled in]

Step 3: Verify the User Can Log In

Share the following with the new user:

  • The ITMKit URL: http://[server-ip]:8000
  • Their username and temporary password
  • Ask them to change their password on first login: top-right menu → Change Password

Understanding Roles

RoleWhat they can do (by default)
System AdminEverything — all sites, admin panel, all permissions
ManagerFull access within assigned sites — create, edit, delete, export
SupervisorOperational access — create and manage, limited delete
StaffDay-to-day work — view and update assigned items

Role names can be customized in Admin → Settings → Role Labels.

Overriding Permissions for a Single User

If a user needs different access than their role provides, you can set individual permission overrides without changing their role.

  1. In the Users list, click the user’s name.
  2. Go to the Permissions tab.
  3. Toggle specific permissions on or off.
  4. Click Save.

These overrides take priority over the role’s default permissions.

📸 [Screenshot: User Permissions tab]

Assigning a User to Additional Sites

  1. In the Users list, click the user’s name.
  2. Under Assigned Sites, tick the additional site(s).
  3. Click Save.

The user can switch between their assigned sites using the site switcher in the top navigation.

Deactivating a User

To disable a user account without deleting it:

  1. Click the user’s name.
  2. Untick Active.
  3. Click Save.

The user will no longer be able to log in. Their historical data (tasks, logs, roster entries) is preserved.

Next Steps

→ [Configuring Role Permissions]
→ [Creating Your First Tasks]
→ [Setting Up Inventory]

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