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User Management

Use this page to create user accounts, update access, and control who can perform actions in CTB Admin.

Summary

Use this page to manage system access for staff and administrators. Correct permissions protect data and ensure each person can only perform approved tasks.

When to use this page

  • When a new employee needs access to CTB Admin.
  • When an existing user changes role or department.
  • When access must be suspended, limited, or restored.
  • When you need to review who can edit sensitive records.

How to access this page

From the left sidebar, go to Settings and Admin -> User Management.

Prerequisites

  • You have administrative access for user and permission management.
  • You know the target user's job responsibilities.

Step-by-step instructions

  1. Open User Management from the sidebar.
  2. Select an existing user or click to add a new one.
  3. Enter or confirm basic account details.
  4. Assign the correct permissions or groups for the user's role.
  5. Save changes and confirm the user can access only required modules.
  6. Ask the user to sign out and sign in again if permission updates do not appear immediately.

Field reference

  • Username - Unique account name used to sign in.
  • Password - Login secret for the account; update when credentials are rotated.
  • Is Active - Enables or disables account access.
  • Groups/Roles - Permission bundles that control module-level access.
  • Individual permissions - Fine-grained access controls for specific actions.

Tips and common issues

  • Grant minimum required access first, then expand only if needed.
  • Disable inactive accounts instead of deleting them when history must be preserved.
  • Recheck role permissions after department transfers.