A two-tab administration page where administrators view and manage user accounts, assign roles, and configure the permission sets that control what each role can access across the platform.

Overview

The Users page has two tabs. The User Management tab lists every user account in the organisation — you can search, filter by role or status, sort the list, view full user details, change a user's role inline, manage their integration mapping, and manage their company access. The Roles & Permissions tab lists the platform roles (Administrator and User). Clicking a role opens its full permission breakdown. This page is only accessible to users with the Administrator role.

Key Features

Feature	Description
User Management tab	Lists all user accounts with Name, Email, Role badge, Status badge, Created date, and a row actions menu. Filterable by role and status, searchable by name or email.
Inline Role Change	Click the role badge on any user row to open a dropdown and change the user's role directly in the table.
View User dialog	Full detail panel for a user showing their profile, assigned role, permission breakdown, integration mapping, and associated companies.
Manage Companies dialog	Assigns which company profiles a user has access to. A user with no companies assigned may not see any data.
Roles & Permissions tab	Lists all platform roles with user count per role, status, and last modified date. Click any role row to view its full permission set.
Role Detail page	Accessible by clicking a role row. Shows every permission toggle for that role, grouped by module.

Sections & Fields

Field	Description
User Management tab — Search bar	Filters the user list by partial match on first name, last name, or email address.
User Management tab — Role filter	Restricts to All Roles, Administrator, or User.
User Management tab — Status filter	Restricts to All Status, Active, or Inactive.
User Management tab — Sort dropdown	Orders by Name A-Z, Name Z-A, Most Recent, or Role.
User Management tab — Results count	Shows "Showing X of Y users". Updates live as filters are applied.
Users table — Name column	Full name with avatar initials.
Users table — Email column	The user's login email address.
Users table — Role column	Displays the user's current role as a clickable badge. Click to change the role inline.
Users table — Status column	Active (green) = user can log in. Inactive (grey) = account is disabled.
Users table — Row actions menu (...)	Contains: View (opens the View User dialog), Manage Companies (opens the company access dialog).
View User dialog — Profile section	Avatar, full name, email, role badge, status badge, and account creation/update timestamps.
Roles & Permissions tab — Role Name column	The name of the role. Click to open the Role Detail page.
Roles & Permissions tab — Role Type column	Platform Role = system-defined, cannot be deleted.
Roles & Permissions tab — Users Assigned column	Number of active user accounts currently assigned to this role.
Roles & Permissions tab — Status column	Whether the role is Active. Platform roles are always active.
Roles & Permissions tab — Last Modified column	The date the role configuration was last changed.
Roles & Permissions tab — Actions column (→)	Click the chevron to navigate to the Role Detail page for that role.

User Guide

Getting Started

Navigate to Settings → Users. This page is only accessible to users with the Administrator role. Users are created automatically when provisioned through the Evo system — you cannot create users manually from this page.

How do I find a specific user?

Type the user's name or email address into the Search bar at the top of the User Management tab.
Optionally apply the Role or Status filter to narrow the results further.
Click the row or select View from the row actions menu (...) to open the full user detail.

How do I change a user's role?

Locate the user in the table.
Click the role badge in the Role column (e.g. "User").
Select the new role from the dropdown that appears.
Note: Changing a user's role immediately resets their permissions to the default permission set for the new role. Any customisation at the individual user level is not preserved.
A success toast confirms the role has been updated.

How do I assign company access to a user?

Open the row actions menu (...) for the user and select Manage Companies.
In the dialog, enable the toggle next to each company the user should have access to.
Note: A user with no companies assigned will not see any customer accounts, transactions, or collection cases until at least one company is linked.
Click Save.

How do I view the permissions for a role?

Click the Roles & Permissions tab.
Click the role name or the chevron (→) at the end of the row.
The Role Detail page opens showing every permission toggle for that role, grouped by module.
Note: Platform roles (Administrator, User) are system-defined and cannot be edited.

Pro Tips

Use the Status filter to show only Active users when reviewing team capacity — Inactive accounts inflate the total user count and can be misleading.
If a credit controller changes team, use Manage Companies to add their new company portfolio and remove the old one in the same session.
Review the Users Assigned count on the Roles & Permissions tab after any role restructuring to confirm no users are left on a deprecated role.

FAQ

Why can I not create a new user from this page? User accounts in Credit Control are provisioned automatically through the Evo platform integration. To create a new user, they must first be set up in Evo.

What does the Inactive status mean? Inactive means the user account exists but the user cannot log in. Their historical records are preserved. Inactive accounts do not count against active user limits.

What does changing a user's role do to their existing permissions? Changing the role resets the user's permissions to the default permission set for the new role.

Can I assign a user to more than one role? No. Each user has exactly one role at a time. The available roles are Administrator and User.

Can I edit the Administrator or User platform roles directly? No. Platform roles are system-defined and cannot be edited.

How do I find all users assigned to a specific role? On the User Management tab, open the Role filter dropdown and select the role name. The list updates to show only users assigned to that role.

What does the Users Assigned count on the Roles & Permissions tab show? The number of currently active user accounts assigned to that role. This count updates live when you change a user's role.