Users

How do I add new Users?

1. Open the Admin menu and click Add New User, or navigate directly to /admin/system/users/new.
2. A list of all non-users appears. Select the person you want to promote to a user. You can also pre-select a person by appending ?personId=N to the URL.
3. Set the user's rights and click Save.

What are the different rights available?

• Add Records — create new records.
• Edit Records — modify existing records.
• Delete Records — delete records.
• Manage Properties and Classifications — manage property/classification metadata.
• Manage Groups and Roles — add, edit, and delete groups and their roles.
• Manage Donations and Finances — add, edit, and delete donations.
• Manage Fundraisers — grants access to the Fundraiser menu (create/edit fundraisers, manage items, buyers, and winners). This permission is only effective when the Enable Fundraiser menu setting is turned on in System Settings → Finance Settings; if that global toggle is off, the Fundraiser menu is hidden for everyone regardless of this per-user permission. Admins always have access when the feature is enabled.
• View, Add, and Edit Notes — manage notes on person and family records.
• Edit Self — lets a user maintain only their own person record and their own family members. Useful for members who update their own contact info.
• Admin — grants all of the above.

How do I edit Users?

1. Open the Admin menu and click Edit Users, or navigate to /admin/system/users.
2. Pick the user you want to edit.
   • Reset — resets the user's password; they must choose a new one at next login.
   • Edit — opens the user editor at /admin/system/users/{personId}/edit, where you can change rights and profile details.
   • Delete — removes the individual's user rights (their person record remains).

What is the default password assigned to new Users?

New users receive an email containing their username and initial password. The first time they log in, they are required to change it.

Password change behavior

• Users must change their password at first login.
• Users must change their password when an administrator resets it.
• Users are not forced to change their password when an administrator sets it directly.

---

User Settings page

Each user has a dedicated User Settings page (reached from the user's dropdown menu in the top navbar, or from Admin → Edit Users → Edit). The page uses a tab layout and consolidates several settings in one place.

Tabs available on the User Settings page:

Tab	What you can do
Profile	Display name, avatar/photo upload, basic profile fields
Password	Change your own password
Two-Factor Authentication	Enroll, view recovery codes, or disable 2FA
Theme	Toggle dark mode and choose a primary accent color for the Tabler interface
Localization	Per-user language and locale preferences
API Access	Create and revoke personal API tokens
Advanced	Link to legacy per-user settings (power users only)

Two-Factor Authentication

If 2FA is enabled site-wide in System Settings, each user enrolls from the Two-Factor Authentication tab of their own User Settings page:

1. Open User menu → User Settings
2. Click the Two-Factor Authentication tab
3. Scan the QR code with an authenticator app (Google Authenticator, Authy, 1Password, etc.)
4. Enter the generated six-digit code to confirm enrollment
5. Save your recovery codes somewhere safe — they are the only way to recover access if you lose your device

Administrators can disable a user's 2FA from Admin → Edit Users in an emergency (for example, if a user loses their phone).