User Management
Capptro supports multiple user accounts so your team can collaborate on managing work items, customers, and workflows. This guide covers how to add, edit, and remove users.
Accessing User Management
To manage users, click the Settings icon on the dashboard, then select User Management. Only admin users can add, edit, or remove other users.
Adding a New User
- Navigate to Settings > User Management
- Click Add User
- Enter the new user's details:
- Username: A unique login name for the user
- Password: A secure password (minimum 8 characters recommended)
- Admin: Check this box to grant admin privileges
- Click Save to create the account
Note: New users are prompted to change their password on first login for security.
User Limits by Plan
| Plan | Max Users |
|---|---|
| Starter (Self-Hosted) | 3 users |
| Professional (Self-Hosted) | 10 users |
| Cloud Standard | 5 users |
| Cloud Pro | 25 users |
| Enterprise | Unlimited |
Editing a User
- Navigate to Settings > User Management
- Find the user in the list
- Click the Edit button next to their name
- Update the username or password as needed
- Click Save to apply changes
Deleting a User
- Navigate to Settings > User Management
- Find the user in the list
- Click the Delete button next to their name
- Confirm the deletion when prompted
Warning: Deleting a user cannot be undone. Work items created or modified by the deleted user will retain their audit history but the user will no longer be able to log in.
Admin vs Regular Users
Capptro has two user levels:
- Admin Users: Can access all settings, manage users, configure workflow steps, priorities, dropdowns, and features. Admin users can also manage all work items and customers.
- Regular Users: Can create, edit, and view work items and customers. Cannot access settings or user management.
Password Reset
If a user forgets their password:
- Self-Hosted: An admin can edit the user account and set a new password from the User Management screen.
- Cloud (SaaS): Users can use the "Forgot Password" link on the login page. A reset link will be sent to their registered email address.
Employee Management (Pro Only)
The Pro edition includes an Employee field on work items, allowing you to assign work to specific team members. Employees are managed separately from user accounts — an employee does not need a login to be assigned work. To manage employees, go to Settings > Employees.