User Guide

User Roles

Yonetior supports four user roles with different levels of access. Administrator has full access to all features including user management and settings. Specialist can manage clients, projects, tasks, and expenses assigned to them. Intern has limited access and works under the supervision of specialists. Assistant can view and manage assigned tasks and basic project information.

Creating New Users

To add a new user to your organization, follow these steps.

1. Navigate to the Users page from the sidebar menu.
2. Click the New User button.
3. Enter the user's first name, last name, and email address.
4. Select the appropriate role for the user.
5. Click Save to create the account. The user will receive login credentials.

Editing and Deactivating Users

You can update a user's information or role at any time from the Users page. To temporarily remove someone's access without deleting their account, use the deactivate option. Deactivated users cannot log in but their data and assignments are preserved. You can reactivate their account when needed.

Account Settings and Security

Users can manage their own account settings including password changes and profile information. Administrators can enforce security policies such as password requirements. The platform uses secure authentication through Keycloak, which provides features like session management and account lockout protection.