Description: Central tool for creating, editing, and organizing accounts that have access to the administration panel and for defining their operational permissions.
What is it for? (Practical examples)
Use this tool to manage your team and their permissions within the system.
- Define roles: Assign specific access levels (e.g., Administrator, Editor, Seller) to ensure each team member sees and edits only the information necessary for their work.
- Manage site staff: Publish biographies, photos, and contacts of your collaborators directly on the website (e.g., on the "About Us" page or as article authors).
- Quick creation of new accounts: Enter basic data and choose to automatically generate and send access credentials via email to the new user.
Main features
The module is divided into three main sections to organize user data: Account, Login and Permissions, and Social.
- Profile Management (Account): Allows entering all personal and contact data (first name, last name, email, mobile phone, website). Includes a text editor to write the biography and a field to upload the user photo.
- Localization: It is possible to set the preferred language and specific time zone for each user, independently from the system’s general settings.
- Public Visibility: A dedicated option allows choosing whether the user profile (photo, biography, contacts) should be shown on the public website.
- Access Control (Login and Permissions): Defines the user's Role and whether the account is Active (allowing or blocking access to the panel).
- Password Management: It is possible to set a password manually or, during creation, ask the system to generate a random one and send it automatically to the user via email.
- Social Profiles: Dedicated fields to link the user's social profiles (Facebook, Instagram, X/Twitter, LinkedIn).
How to configure
User configuration is done through a form divided into tabs:
| Tab | Field | Description |
|---|---|---|
| Account | First Name, Last Name, Email | Mandatory personal data. The email is the unique identifier of the account. |
| Slug | The textual identifier used for the user profile URL, automatically generated from first and last name. | |
| Biography | Descriptive text of the role or skills, supports advanced formatting (visual editor). | |
| Time zone and Language | Localization settings specific to the user's interface. | |
| User photo | Upload of the profile image. | |
| Login and Permissions | Role | Select the authorization level (e.g., Administrator, Editor). |
| Allow access | If disabled, the user cannot access the control panel. | |
| Generate credentials | (Only during creation) Generates a random password and sends it via email. | |
| Password | Field to manually set or change the password. | |
| Login and Permissions | Limit data visibility | Allows customizing data visibility for specific modules, overriding the permission given by the Role. |
| Social | Social Profiles | Fields to enter direct links to Facebook, Instagram, X, and LinkedIn profiles. |
Detail: Data visibility limitation
This option is essential for roles that are not Administrators. For each system module, it is possible to choose among:
1. Use default: Applies the default setting of the assigned Role.
2. View all data: The user can see all records (e.g., all contacts, all orders).
3. View only own data: The user can see only the records they created or that have been assigned to them.
> Note: If the user has an Administrator role, this section is not visible, as Administrators have full access to all data by default.
Automatic integrations
The Users module works in synergy with other parts of the system to ensure smooth management:
- Data synchronization: Whenever a user is created, modified, or deleted, the system performs an automatic synchronization to immediately update lists, permissions, and public information (if present) on the website.
- Avatar retrieval (Gravatar): If a specific user photo is not uploaded, the system automatically attempts to retrieve a profile image (avatar) associated with the provided email address.
- Deletion integrations: Deleting an account triggers an automatic process that notifies other system modules. This ensures that any linked data (such as activities or assignments) is properly managed or reassigned.
