Managing System Users (Admins & Login Access)

Overview

This section covers how to manage User Accounts — the people who can log in to the Oakline administration dashboard. This is different from the Staff section, which is for payroll and timesheet tracking.

Creating a New User (Login Account)

1. Navigate to Settings > Users in the main menu.
2. Locate the "Add New User" form at the top of the page.
3. Enter the user's First Name, Last Name, and Email Address.
4. Set a secure Password for them (they can change this later).
5. Select the Role:
   • Staff (Login Role): Can view bookings and registers but cannot access settings or financial reports.
   • Admin: Full access to all settings, reports, and user management.
6. Click Create User.

The new user can now log in at yourtenant.oakline.app/admin/login using their email and password.

Managing Existing Users

In the Team Members list on the User Management page (Settings > Users):

• Edit Role: Click Manage > Edit Role to upgrade a User to Admin or downgrade them.
• Remove Access: Click Manage > Delete User to permanently remove their login access.

Deleting a User account removes their login access immediately. However, if they also have a Staff Record for payroll (in the Staff section), that record remains for historical payroll data until you delete it separately.

Managing Your Profile

Every user can manage their own login details, regardless of their role.

1. Click your Name or Initial in the top-right corner of the dashboard.
2. Select My Profile.
3. From here, you can:
   • Update Email: Change the email address you use to log in.
   • Change Password: Update your password for security.