Users

The Users page is where administrators manage everyone's account and access — who can sign in, what role they have, and the state of their account.

Who can use this page: administrators.

Users, roles, and how volunteers fit in

A user is anyone with a login. Each user has one or more roles in your organization — administrator, staff, volunteer, or foster — and the role decides what they can see and do.

A volunteer isn't a separate kind of account; it's a user with the volunteer role (plus a volunteer profile). That's why the same person can appear both here and on the Volunteers page — the Volunteers page is the people-and-activity view, while this page is the account-and-access view. Manage logins, roles, and security here.

What you can do here

• Invite a new user
• Change someone's role
• Restrict or reinstate an account

Invite someone new

1. Click Create user and enter their name and email.
2. Assign one or more roles.
3. They receive a link to set their password and sign in.

Adding a whole group? Use Imports instead of one-by-one.

Resetting passwords

You don't set passwords for people — they set their own through a reset link. To send one, open a user and trigger a password reset, or reset many at once: select several users and use the bulk password reset action. This is the usual step after a bulk import, to get a group of new volunteers ready to sign in.

Other bulk actions

Tick several users to act on them together — change roles, restrict or reinstate accounts, or send a notification. Each action records an individual entry in the audit log.

Restricting access

If someone should stop having access, restrict their account (with a reason) rather than deleting it. Restricted accounts stay intact and can be reinstated later, so no history is lost.

When a person belongs to more than one shelter

A single user can be a member of several organizations — useful for staff who help at more than one shelter, or for Zoolytix administrators. Each membership is separate: the person has their own roles, status, and lockout state in each organization, and when they sign in they choose which organization they're working in. Changes you make here apply only to your organization's membership; they don't affect that person at another shelter.

Fields explained

Field	What it means
Role	What the person can see and do. Admins manage settings; staff run daily operations; volunteers and fosters have focused access.