# Users

## User Guide: Admin Tab <a href="#user-guide-admin-tab" id="user-guide-admin-tab"></a>

### Users <a href="#users" id="users"></a>

The ***Users*** subtab allows an administrator with *Admin User Manage* [permission](/bluefletch-enterprise/product-guides/portal/admin/roles/permissions.md) to manage the state of all the organization's BlueFletch Portal users. From here, an administrator can create and send activation emails to new users, edit or delete existing users, and send password reset emails to users who need help accessing their accounts.

<figure><img src="/files/PNBAyink60PeJEB5qeA3" alt="" width="563"><figcaption></figcaption></figure>

#### Create & Activate Users <a href="#create-activate-users" id="create-activate-users"></a>

1. Press the **Add User** button in the upper right corner.
2. On the ***Create New User*** page, enter a valid email address for the user. BlueFletch Portal validates email addresses and will not allow a new user to be saved if the email address has any spaces or misplaced characters like double @ signs.
3. Enter a first and last name; these fields are also required to save the user.

<figure><img src="/files/0qm0vKQSUzc6Hu0vzzFv" alt="" width="563"><figcaption></figcaption></figure>

4. Enter a phone number for the user (optional).
5. Select a default dashboard for the user from the dropdown (optional; if left unselected, the user's ***Home*** dashboard will be the organization default dashboard).
6. Optional: Select one or more store/site location IDs from the *Sites* dropdown if a user should only be able to see device information filtered for specific sites.
7. Select at least one role for the user by clicking **Assign Roles** button and selecting from the scrollable list. The selected role(s) will display in the *Roles* dropdown. A role is required to save a user.

<figure><img src="/files/WT5Q3APWMvO2PstAJFA9" alt="" width="563"><figcaption></figcaption></figure>

7. Turn on **Subscribe to Email Alerts** switch for the user to get email alerts for events like low battery alerts on company-managed devices (optional).
8. Press **Save**. The new user will be displayed on the ***Users*** page with a status of **Send Activation**.

   > If more than one role was selected for the user, one role will be listed under *Roles* heading as well as a numeric icon indicating the total number of roles. Expanding the icon will list all the user's roles.
9. To send the user an automated email with a secure link to create his or her Portal password, press **Send Activation** button.
10. A toast will be displayed at the bottom of the ***Users*** page.

<figure><img src="/files/iay1fQ0epaTCJ9PhH5t3" alt="" width="563"><figcaption></figcaption></figure>

Technical Note

The **Send Activation** button invokes the Dataservices `account/request-activation` endpoint, which will:\
\- Verify the user needs activation.\
\- Update the database with a token and expiration date.\
\- Send an email to the end user with a link to a unique password creation webpage.

The ***Create Password*** page invokes the Dataservices `activate/{tokenid}/token` endpoint, which will:\
\- Ensure the token has not expired.\
\- Update the end user's account with the new password.\
\- Update the end user's account status to "Activated".

#### Edit Users <a href="#edit-users" id="edit-users"></a>

1. Within the three-dot options menu on a user card, press **Manage**.

<figure><img src="/files/gZH7AickPnTXmPhpR8m9" alt="" width="563"><figcaption></figcaption></figure>

2. On the ***Edit User*** page, the email address is part of the page header and cannot be edited.

<figure><img src="/files/kIvVs3D6XCpN7wtlZYZy" alt="" width="563"><figcaption></figcaption></figure>

3. The fields *First Name*, *Last Name*, *Phone*, *Default Dashboard*, *Roles*, and *Subscribe to Email Alerts* can be edited.
4. Upon pressing **Save**, page returns to user list. Any changes to name or roles are displayed in the user list.

#### Send Password Reset Emails <a href="#send-password-reset-emails" id="send-password-reset-emails"></a>

1. Within the three-dot options menu on a user card, press **Password Reset**.
2. The end user will receive an email with a link to a single-use ***Create Password*** URL.
3. The end user will be prompted to change his or her password and then directed to the Login page.

<figure><img src="/files/VR21wfvPjd2UITGIrQke" alt="" width="563"><figcaption></figcaption></figure>

Technical Note

The **Password Reset** button invokes the Dataservices `account/reset-password` endpoint, which will:\
\- Verify the user is activated.\
\- Update the database with a token and expiration date.\
\- Send an email to the end user with a link to a unique password creation webpage.

The ***Create Password*** page invokes the Dataservices `activate/{tokenid}/token` endpoint, which will:\
\- Ensure the token has not expired.\
\- Update the end user's account with the new password.

#### Delete Users <a href="#delete-users" id="delete-users"></a>

1. Within the three-dot options menu on a user card, press **Delete**.
2. A confirmation alert modal verifies the intention to delete the user.

<figure><img src="/files/wfsxqVhE3Ui6t604C6xQ" alt="" width="563"><figcaption></figcaption></figure>

3. Press **Delete** in the confirmation modal.
4. The user will be removed from the list, and a toast will be displayed at the bottom of the ***Users*** page.

<figure><img src="/files/vqMSaCsUcgQU41GAACSu" alt="" width="563"><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.bluefletch.com/bluefletch-enterprise/product-guides/portal/admin/users.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.