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Mastering User Management

Written by Judi Zietsman

Quick Summary: Manage access, identity, passwords, email authentication and notification behavior confidently inside the app. This hub consolidates all conceptual user-security knowledge and links to the supporting task-based how-tos.

User Roles, Access & Permissions

📌 User Roles & Access Explained
Understand the difference between Client Administrators and Restricted Users, how location-level access works, and why access control protects data and decision integrity.


📌 Password Requirements Explained
Learn how password strength is enforced, how validation feedback works, and the minimum requirements for secure access.


📌 Email Delivery, Access Links & Validation Explained
See how password-setup emails work, how expiration protects access security, and why email validation prevents login failures.


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