User Management
The Users page lets you view all registered users, manage their roles, and remove accounts when needed.
User List
The users page displays all users with:
| Column | Description |
|---|---|
| Name | User’s display name |
| Phone | Phone number used for authentication |
| Email address (if provided) | |
| Role | Current role — Admin, Professional, or Client |
| Created | Account creation date |
You can sort and filter by any column to find specific users.
Changing a User’s Role
To change a user’s role:
- Find the user in the user list
- Select a new role from the role dropdown or action menu
- Choose from: Admin, Professional, or Client
- Confirm the change
When a role is changed:
- The user’s access permissions update immediately on their next request
- An email notification is sent to the user informing them of the role change (if they have an email on file)
- The user will be redirected to their new role’s dashboard on next login
Changing a user to Admin gives them full system access including the ability to modify other users, reset data, and change settings. Assign this role carefully.
Deleting a User
To remove a user account:
- Find the user in the user list
- Click the delete action
- Confirm the deletion
When a user is deleted:
- The account is soft-deleted (marked as deleted, not permanently removed)
- The user can no longer sign in
- An email notification is sent informing them of the account removal (if they have an email on file)
- Their existing bookings and shifts remain in the system for record-keeping
You cannot delete your own admin account through the user management page.
How Users Register
Users self-register through the login flow:
- User enters their phone number on the login page
- Verifies via SMS code
- Completes the setup page (name, email, optional role password)
- Role is assigned based on the password entered during setup
New users default to the Client role unless they enter a valid professional or admin password during setup.
Monitoring User Activity
While the Users page shows account information, you can track user activity through:
- Event Agenda — see which professionals have booked shifts
- Event Bookings — see which clients have appointments
- Analytics — view system-wide user activity trends