Users

Use this page to see who has a user account in your organisation, manage their roles and access, and invite new users.

What's on this page

• Invitations: shows pending email invitations; you can Resend or Remove them. Only visible when there are pending invitations.
• Users: list of active users with name, contact details and the stable(s) they can access; role names appear as badges. The list can be filtered, searched and sorted.
• Filter tools: the Filter button lets you filter by role, the Search box lets you find users by name or email, and on mobile a Sort button appears for sorting.

Common tasks

Invite a new user

1. Click the Invite user button at the top right of the page.
2. In the modal, choose Personal or Business (if no existing contact), fill in First name, Last name (or Name for a business), Email address, optionally select Stables, pick one or more Roles, tick Show in planning, and press Invite.
3. The invited person receives an email with a link to create an account.

Resend or delete an invitation

1. In the Invitations tile, click the three‑dot icon at the right of the row you want to change.
2. Choose Resend to send the invitation again, or Remove to cancel it.

Find a user and open details

1. Type a name or email in the Search box or open the Filter dialog and select the desired Role.
2. Click a column header such as Contact or Stable to sort the list (or use the Sort button on mobile).
3. Click the row of the user; the detail screen opens.

Good to know

• The Invite user button is shown only if you have permission to add users.
• The Invitations tile disappears when there are no pending invitations.
• Only contacts that already have a linked user account appear in the Users list.
• Filters, search terms and sorting are saved in your browser, so they stay the same when you return.
• More users load automatically as you scroll; pull down to refresh the list.

Invite

Invite a new person or company to create an account in your organisation.

Type of contact

• Choose Personal for an individual or Business for a company; the appropriate name fields appear.

Email address

• Enter the email address where the invitation will be sent (shown unless you use an existing contact or the contact has no email).

Show in planning

• Tick to have the user appear in the staff activity planning.

Existing contact

• If a contact with the same name or email already exists, a preview is shown; click Use to invite that contact, or X to cancel and create a new one.

Stables

• Pick the stables the user may access, or leave empty to give access to all stables.

Roles

• Select one or more roles that define what the user can do in the app.

After saving

• The user receives an invitation email; the contact appears in the Users list and, if Show in planning is checked, also in the staff activity planning.