Users

A user account is a person’s sign-in to your site. Staff use accounts to reach the admin panel; customers use them to book, shop, open support tickets and manage their own details. Roles decide what each account may do.

Users → Manage Users. The list shows each person’s role, whether their email is verified and whether the account is active.

Where accounts come from

Source	What happens
You create them	Staff, providers and anyone else you want to give access to: Users → Manage Users → Create New.
Visitors register	When registration is on, visitors create their own account at `/register` (or with a social login). New accounts receive the role chosen in Settings → General (Default User Role). See Visitor Accounts & My Account.
Booking and TruCommerce	Customers and providers of these modules are users too. Providers are created from Staff & Availability. Both appear in this list.
Website templates	Importing a website template together with its demo data can add sample staff and customers with the matching roles. Remove them before going live.

The Users list

Column / control	Meaning
Search	Finds users by name, username or email.
# and Name	The account number, picture, name and email.
Role	The role or roles of the account. This decides what the person can do. See Roles & Permissions.
Verified	Yes when the email address is confirmed.
Added Date and status	When the account was created, with an Active or Inactive badge. Click the badge to switch the account on or off.
Actions (…)	Edit, Send to trash and Delete permanently.

Creating and editing a user

Users → Create New. Details and password on the left; status, roles and picture on the right.

Open Users → Manage Users and choose Create New (or the edit action of an existing user).
Fill in the details and password.
Set Account Status and tick the Roles the person needs.
Choose Create (or Update).

Field	What it does
Name	The person’s display name. Required.
Username	A unique handle starting with @. Required.
E-Mail Address	Must be valid and unique. It is the person’s sign-in name and where TruCMS sends notifications.
About	An optional short biography (up to 500 characters).
Password / Confirm Password	At least 8 characters. Use the eye button to reveal what you type and Generate to create a strong password. When editing, leave empty to keep the current password.
Active	Inactive users cannot sign in. Use this to suspend an account without deleting its history.
Email verified	Marks the email address as confirmed, so the person does not have to click a verification link.
Roles	One or more roles. The list shows each role with its description. Without a role the person can sign in but sees nothing in the admin panel.
Profile Picture	JPG, PNG or GIF up to 2 MB. Shown in the admin panel, in comments and in the account area.

The Edit User form of an existing customer

Editing an existing user. The Joined and Last updated dates are shown at the top.

Give the least access that works

Choose a role that matches the job. A receptionist needs the Booking roles, not Super Admin. You can always add a role later.

Trash, restore and delete

Users → Trashed Users holds accounts that were sent to the trash.

Send to trash removes the account from the list and stops the person from signing in, but keeps their bookings, orders and tickets. Find them under Users → Trashed Users and choose Restore to bring them back.
Delete permanently removes the account for good. Use it only when you are sure.
You cannot trash or delete your own account.

Giving several people the same role

Instead of editing users one by one, open Users → Roles, select the role and use Assign Role to tick several people at once. See Roles & Permissions.

How users connect to other features

Feature	Link to users
Booking staff	A provider is a user with the booking-provider role plus a provider profile (services, hours, locations).
Booking customers and TruCommerce customers	Customers are users with the booking-customer role and a customer record.
Support tickets	Tickets belong to the user who opened them.
Blog posts	A post’s author is a user.

Permissions

Managing users is controlled by the Users group in Roles & Permissions (view, create, edit and delete). Give it only to people you trust with account access.

Troubleshooting

Symptom	What to do
A person cannot sign in	Check the account is Active, the email is correct, and (if registration requires it) the email is verified. Reset the password from the edit screen if needed.
A person signs in but sees an empty admin panel	The account has no role, or the role has no permissions. Assign a role.
A new customer was not given the expected role	Check Default User Role in Settings → General.
I deleted someone by mistake	If you used Send to trash, restore them from Trashed Users. A permanent delete cannot be undone.

Roles & Permissions · Profile & Account Security · Visitor Accounts & My Account · General Settings