User Management
How to create, edit, and manage users, roles, and team assignments.
Overview
The Users module (accessible at /users from the sidebar) allows Super Admins and Organization Admins to manage portal users.
This module is what enables every other workflow in NIP — until users exist and are assigned to teams, requests cannot be routed for review. If you are setting up NIP for the first time, create the teams you need in Settings before adding users here so you can assign each user to the correct team.
Viewing Users
The users page displays a table of all portal users with:
| Column | Description |
|---|---|
| Name | First and last name |
| Username | Login handle |
| Login email address (shows "Removed" for deleted users) | |
| Department | Team membership |
| Role | Assigned role(s) — see Roles & Permissions |
| Status | Account status — Live, Inactive, or Archived |
| Created | Account creation date |
Creating a New User
- Click the + Add User button on the Users page.
- Fill in the required fields:
| Field | Required | Description |
|---|---|---|
| First Name | Yes | User's first name |
| Last Name | Yes | User's last name |
| Yes | Must be unique across the system | |
| Password | Yes | Initial password (user should change on first login) |
| Role | Yes | Select from available roles |
| Team | No | Assign to a department team |
| Designation | No | Job title within the team |
- Click Create to save.
- The user will receive an email verification link.
Editing a User
- Click on a user row in the table.
- Modify the editable fields (name, role, team, status).
- Save changes.
Suspending / Reactivating a User
Admins can suspend a user to temporarily revoke their access:
- Open the user's detail view.
- Click Suspend Account.
- The user's status changes to Suspended and they cannot log in.
- To reactivate, click Unsuspend Account.
The user receives an email notification when their account is suspended or reactivated.
User Statuses
| Status | Meaning |
|---|---|
| Live | Active account, can log in |
| Inactive | Suspended — temporarily blocked from logging in |
| Archived | Soft-deleted account, hidden from default views |
In addition, an account that has not yet verified its email cannot sign in until the verification link is clicked — see Authentication.
Team Membership
Users can be members of one or more department teams:
- Human Resources
- Finance
- Technology
- Communication & Marketing
- Operations
- Partnerships
- Strategy & Innovation
Team membership determines which requests a Department Head or Member can see in the department view.