> ## Documentation Index
> Fetch the complete documentation index at: https://guide.bajeti-ufahamu.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Webapp: Users & Roles

> Inviting, viewing, editing, and managing user accounts.

## The Users page

Role access: all roles

The **Users** page (in the main navigation) lists every user account on the platform.

<Frame caption="The Users page">
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/users-page.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=4c2a6715db1dd56f8793ff6fd47cb17e" alt="Users page" width="1257" height="1150" data-path="images/webapp-users/users-page.png" />
</Frame>

* A summary strip shows Total Users, SuperAdmins, Coordinators, Facilitators, Champions, and Active counts
* Search by name, email, or location
* Filter by role and by status (Active/Inactive)
* The **Display all users** toggle switches from your default location-scoped view to every user across the platform
* Each row shows the user's role, location, active/inactive status, and when they were last updated

## Invite a user

Role access: Facilitator and above

<Steps>
  <Step title="Click Onboard User">
    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/onboard-click.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=cd3709bbc1d9c5e7892fce6d906a6ee8" alt="Onboard User button" width="1079" height="297" data-path="images/webapp-users/onboard-click.png" />
    </Frame>
  </Step>

  <Step title="Fill in the invite">
    * **Delivery Method** : Email or SMS
    * **Email Address** (required if delivery is Email) and/or **Phone Number** (required if delivery is SMS). Phone numbers are entered as the 9-digit Kenyan number, without the country code
    * **Role**:  only roles at or below your own level are offered (SuperAdmins can also invite other SuperAdmins)
    * **Assigned County/Region**: which location field appears, and which locations you can pick from, depends on the role selected: Champion and Facilitator need a county, Coordinator needs a region, SuperAdmin needs a country

    <Frame caption="The Onboard User form">
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/onboard-form.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=0ba8db7770f11c9db9bc87d6bd37abdb" alt="Onboard User form" width="451" height="680" data-path="images/webapp-users/onboard-form.png" />
    </Frame>
  </Step>

  <Step title="Create and share the link">
    Click **Create Onboarding Link**, then **Copy** the generated link and send it to the new user yourself. The link will also be sent to the newly onboarded user using the selected delivery method.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/onboard-link.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=b3d689d689f73ba0d0a06196a43350ca" alt="Generated onboarding link" width="456" height="381" data-path="images/webapp-users/onboard-link.png" />
    </Frame>
  </Step>
</Steps>

## View user details

Role access: all roles

<Steps>
  <Step title="Open a user">
    Click a user's row, or choose **View Permissions** from its **⋮** menu.
  </Step>

  <Step title="Review their profile and permissions">
    The dialog shows the user's contact details, role and hierarchy level, location, and account dates, plus a full checklist of what that role can do.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/user-details.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=670b351a6b3a716c967420200bad5cb8" alt="User details and permissions dialog" width="452" height="987" data-path="images/webapp-users/user-details.png" />
    </Frame>
  </Step>
</Steps>

## Edit a user

Role access: Facilitator and above can edit anyone; Champions can only edit their own name, email, and phone

<Steps>
  <Step title="Open Edit User">
    From a user's **⋮** menu, choose **Edit User**.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/edit-click.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=e3899c7a99f5710edae704a975c54d57" alt="Edit User menu option" width="1202" height="269" data-path="images/webapp-users/edit-click.png" />
    </Frame>
  </Step>

  <Step title="Update the fields">
    Name, email, and phone can always be edited. Role, location, and account status are only editable by Facilitator and above.
    Users can only edit by another user below them.

    <Frame>
      <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/edit-form.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=1f2daac20d06217e5a04ae3f903a8bac" alt="Edit User form" width="450" height="645" data-path="images/webapp-users/edit-form.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save Changes**.
  </Step>
</Steps>

## Activate or deactivate a user

Role access: Facilitator and above

From a user's **⋮** menu, choose **Deactivate** (or **Reactivate** for an inactive user). A deactivated user can no longer log in.

<Frame>
  <img src="https://mintcdn.com/bajeti-ufahamu/lKb_jxRH0kWfficP/images/webapp-users/deactivate.png?fit=max&auto=format&n=lKb_jxRH0kWfficP&q=85&s=4c50cbd64d35ff9ced742711b75461f9" alt="Deactivate option in the user menu" width="450" height="645" data-path="images/webapp-users/deactivate.png" />
</Frame>
