Users
Add your team and assign each person a role, so they get the right access from day one. Users sign in with their own credentials from any device on your network — nothing to install on their machines.
Creating a User
Go to Users in the sidebar (admin only). Click New User:
- Full Name (required) — The user's display name inside Svalog.
- Email (required) — Used for login and receiving invite and password reset emails. Must be unique.
- Username — An optional alternative login identifier (e.g., "jsmith").
- Role (required) — Admin, Manager, or Staff.
- Password — If left blank, Svalog generates an invite link instead. The user sets their own password when they open the link.
- Allowed Modules — Which modules this user can access. Only shown for non-admin roles.
Editing a User
Click a user's row to open their details. You can change: full name, username, role, active status (enable or disable login), password, and allowed modules.
Password Reset
If a user forgets their password, they click Forgot Password on the login screen, enter their email address, and receive a reset link by email. The link is time-limited. After clicking it, they enter a new password and are logged in automatically.
If a user's invite link expires before they use it, open their user record and click Get Invite Link to generate a new one.
Personal Settings (All Users)
Every user can personalise their own experience, regardless of role:
- Signature — Upload a signature image (PNG, JPG, GIF, or WebP). It is stamped on the PDF documents you generate.
- Theme — Choose a light or dark interface theme.
- Sidebar order — Drag sidebar items to reorder them to suit your workflow.