Users

Go to: Users → Users

Manage accounts for the organization you are currently working in. An account’s status, email verification, roles, and allocated seat are separate parts of its access.

Create a User

For a new account, setup follows the organization’s configured sign-in method:

Open the Form

Open Users → Users and click Add User.

Enter User Information

Field	What to enter
Name	The person’s full name
Email	The email address they will use to sign in
Role	One or more active roles matching their responsibilities
Status	Active or Inactive; new users default to Active

The organization comes from your current organization context. For Google SSO, use the person’s company Google account and the configured company domain.

Choose Account Setup Instructions

Click Create User to open the confirmation dialog. Review the account setup option before confirming:

Organization sign-in method	Send instructions selected	Send instructions cleared
Email and password	For a new account, sends an activation link to verify the address and choose a password	For a new account, generates a temporary password shown after creation
Google SSO	Sends Google sign-in instructions; the account is verified automatically	Sends no setup email; the account is verified automatically and uses Google sign-in

Confirm with Create User. For a new password account created without email instructions, copy the displayed temporary password before closing the result and share it securely with the user.

Sending an invitation is an option, not an automatic result of creating every user. Google SSO users do not need a password or an activation link. If the email belongs to an existing ERPX account, its existing credentials are preserved when the account is added to another organization.

After creation, check seat allocation for users who need ERP access beyond the employee portal.

Review and Update Users

Use Search in Users, column filters, and sorting to find an account. The list shows information such as roles, verification, and active or inactive status. Seats Allocated shows allocated seats against the available total and opens Seat Allocation.

Open a user’s record and choose Edit User, or use the row’s Edit action. Update the editable fields and click Update User.

For organizations using email and password, administrators may also see these row actions:

Resend Activation Email for an unverified account.
Resend Password Setup Email for a verified account that still needs a password.
Update Password to set a new password through the password dialog.

Available actions depend on the account and your access. These password actions are not available for an organization using Google SSO.

Protected Default Admin

The organization’s default Admin account is protected. Other users cannot change its personal details or password, remove its protected access, or release its seat. On their own user form, the default Admin can update their name; organization access fields remain locked.

You cannot change your own active/inactive status or remove roles from your own account through the bulk Remove Roles action.

Customer portal accounts have a fixed Customer role, and their login email is linked to a saved contact. Manage customer access through the customer portal workflow rather than assigning Customer in this form.

Bulk Actions

Select user rows, open Actions, and choose the operation you need:

Action	Result
Activate	Activates eligible selected accounts in this organization
Inactivate	Disables eligible selected accounts
Assign Roles	Adds selected roles to eligible accounts
Remove Roles	Removes selected roles from eligible accounts
Allocate Seats	Allocates available seats to eligible selected users; available to administrators
Release Seats	Releases selected users’ seats without removing their roles; available to administrators

Review the result for processed users and any skipped or failed accounts. Protected accounts and users without an available seat can require separate attention.

Role changes can also change seat allocation. Active users gaining a role beyond Employee may receive an available seat automatically. Users left with only the Employee role release their seat. See Seat Allocation before making bulk access changes.

Import Users from CSV

Click Download CSV Sample on the Users list.
Keep the required columns: Name, Email, Roles, and Allocate seat.
Enter active role names. For several roles in one cell, separate them with commas and quote the cell.
Set Allocate seat to Yes or No for each row.
Click Import from CSV, choose the file, and review the import options, including whether account setup emails should be sent.
Submit the import and review its result. If it runs in the background, follow its progress in System Actions → Background Tasks.


Name,Email,Roles,Allocate seat
Sara Khan,sara@example.com,"Finance Officer,Sales Officer",Yes
Ali Ahmed,ali@example.com,Employee,No

Use the organization’s configured Google domain for SSO accounts. Check the result for invalid rows, unavailable seats, skipped records, and email delivery issues before telling users their accounts are ready.