People and access

Who can do what

An Admin can do everything, including changing settings and making other admins.

Everyone else gets what their user groups allow. For example, a group can edit News but not Pages, or upload files but not delete them. Admins set up groups in Settings › Users › User groups.

Adding someone

Usually Qualls adds people for you, often straight from your contacts in our system. Your website then emails each one Activate your account.

Admins can also add people themselves:

1. Users › New user.
2. Enter their details. Tick Send an activation email.
3. Open the Permissions tab and choose their User groups.

Helping someone in

Open the person in Users. Their Actions menu has what you need:

• Send activation email if they never set up their account.
• Send password reset email if they’ve forgotten their password.
• Copy activation URL or Copy password reset URL to pass the link on yourself. The link works once and expires.
• Reset two-step verification if they’ve lost their authenticator.
• Unlock after too many wrong passwords.
• Suspend to stop them signing in for now. Unsuspend lets them back in.

Someone’s leaving

Suspend them straight away. If you Delete… them later, you can hand their entries to someone else.