Users¶

A user in Gem Logic is anyone who has access to the database. An administrator can add as many users as needed and assign roles and permissions to control what each user can see and do. Users and their access rights can be changed at any point.

Add users¶

To add a new user, navigate to Settings ‣ Users and click Add team member.

Fill in the required fields:

Name
Email address
Password

After saving, the user can immediately log in with their credentials.

Manage users¶

The users list in Settings ‣ Users shows all team members with the following information:

Name – the display name shown throughout the app.
Role – the role assigned to the user (can be changed directly from the list).
Email – the user’s email address.
Active – whether the user can log in.
Admin – whether the user has full admin access.
Auto login – whether other users can quickly switch to this account.
MFA enabled – whether multi-factor authentication is active.

Click on a user’s name to view their detail page, which includes a log of recent activity.

Edit user profile¶

Each user can update their own profile from Settings ‣ Account:

Name and email
Language – the preferred interface language.
Avatar – a profile picture (should be a square image).
Password – can be reset from the profile page.
MFA – multi-factor authentication can be enabled from the profile page.

Deactivate users¶

To deactivate a user, navigate to Settings ‣ Users and toggle the Active status. Deactivated users can no longer log in but their data is preserved.

Danger

Never deactivate the main administrator user. This can prevent anyone from managing access rights. Contact Gem Logic support before making changes to admin accounts.

Admin users¶

A user marked as Admin has full unrestricted access to the entire database. Admin users:

Have all permissions automatically, regardless of their assigned role.
Can create, edit, and deactivate other users.
Can create and manage roles and permissions.
Can toggle the admin status of other users (but not their own).

Only admin users can access user management in settings.

Roles and permissions¶

Permissions in Gem Logic are managed through roles. Instead of assigning permissions to individual users, you create roles with specific permissions and assign those roles to users.

Roles¶

A role groups a set of permissions together. Each user can be assigned one role at a time.

Creating a role¶

Navigate to Settings ‣ Users. The roles list is displayed below the users list.
Click Add role and give the role a name.
On the role detail page, toggle the permissions you want to assign. These are split into module permissions and other permissions.
Go back to the users list and assign the role to the desired users using the Role dropdown.

Available permissions¶

Module permissions¶

These permissions control access to entire modules in Gem Logic:

Contacts module – access contacts and customer information.
Product/stock module – create and manage inventory and the product catalog.
Sales module – manage sales, repairs, and creations.
Accounting module – access accounting and financial data.
Transactions module – access transactions and payment information.
Shipments module – manage shipments and tracking.
Emails module – manage email communications and templates.
Tasks module – manage tasks and project coordination.
Certificates module – create and manage certificates.
Billing – manage billing and subscription plans.
Files module – manage files and document storage.
Automation module – create and manage automation workflows.
Worksheets module – create and manage worksheets and timesheets.
Agenda module – create and manage agenda and appointments.

Other permissions¶

View graphs – access charts and analytics throughout the system.
View costs and profits – access product cost and profit information.

Note

Admin users bypass all permission checks and always have full access to every module, regardless of their assigned role.