--- title: People & User Management slug: people-and-user-management docTags: createdAt: 2026-03-06T19:27:16.844Z --- The **People** page is where admins manage all users in the academy — view everyone, assign or remove roles, invite new users, and manage pending invitations. Go to **People** (admin only). *** ## 📊 Overview Stats The top of the page shows a breakdown of your academy's users by role: | Card | Who It Counts | | ----------- | ------------------------------ | | Total | Every user in the academy | | Admins | Users with the admin role | | Team | Users with the team role | | Instructors | Users with the instructor role | | Members | Users with the member role | A user with multiple roles is counted in each relevant category. *** ## 👥 User Table All users are listed with: - **Name and avatar** - **Email and phone** - **Date joined** - **Current roles** — shown as badges (a user can have more than one) - **Linked profiles** — avatars showing the user's student or instructor profiles (hover to see profile name and type, click to go to the profile) - **Actions** — click the **⋯** menu to manage the user Use the **search bar** to find users by name, email, phone number, or **profile name**. Results update as you type. The list is paginated — 20 users per page. *** ## 🔑 Roles in REMMU Each user can hold one or more roles within your academy: | Role | Access Level | | -------------- | ---------------------------------------------------------------------------------- | | **Admin** | Full access — manage students, payments, settings, team, and all academy data | | **Team** | Staff access — scoped to assigned locations, with granular permissions (see below) | | **Instructor** | Instructor access — view own classes, attendance, and billing | | **Member** | Member access — view own payments, attendance, and packages | :::hint{type="info"} **Note:** A single user can hold multiple roles. For example, an instructor who also handles admin work can have both the **Instructor** and **Admin** roles. ::: ### Team Member Permissions Team members have **granular permissions** that control exactly what they can do. Configure these per team member from the **Team** tab → click **⋯ → Manage Locations & Permissions**. **Location access** — assign which locations the team member can see and manage. They only see students, classes, and payments for their assigned locations. **Feature permissions** — toggles control what they can do: | Permission | What it allows | | --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Manage Classes** | Add, edit, and delete classes | | **Manage Students** | Add, edit, archive, and delete students; manage guardians | | **Manage Payments** | Record, edit, and delete payments — plus full parity with admin on Expenses, Packages, draft invoice review/send, Pay Links, bulk Generate Invoices, and refunds/credit notes/payment vouchers | | **Manage Attendance** | Add sessions, cancel/reschedule, approve replacement requests | | **Manage Store** | Manage store products, categories, inventory, and orders (not Store Settings) | | **Manage Progress** | Create and edit progress objectives and items, and log student progress entries — for their assigned locations. Without it, **Progress** is hidden from their sidebar | Team members also get **Calendar** access scoped to their assigned locations, regardless of which of the above permissions they hold. Permissions not granted default to read-only for that team member. :::hint{type="info"} A team member with **Manage Payments** effectively acts as **Finance Staff** — they get near-admin access across the whole payments surface (Payments, Expenses, Packages, Credit Notes & Vouchers, draft invoices), scoped to their assigned locations. ::: *** ### Role Switcher Users with multiple roles see a **role switcher** in the top navigation bar. Clicking it reveals a dropdown to switch between their roles — the sidebar and navigation update instantly to match the selected role. This lets instructors who are also admins switch between their admin view and their instructor view without logging out. *** ## 🔧 User Actions Click the **⋯** menu on any user row to access: | Action | Description | | ------------------------ | ------------------------------------------------------------------------------ | | **Manage Roles** | Add or remove roles for this user | | **Edit Name** | Correct the user's display name | | **Impersonate** | View the system as this user (admin only) | | **Reset Password** | Send the user a password reset | | **Link Student Profile** | For member-role users only — link their account to an existing student profile | | **Remove from Academy** | Revoke access — their payment records are retained | :::hint{type="warning"} **Remove from Academy** immediately revokes the user's access. You cannot remove yourself. ::: *** ## 🔑 Managing a User's Roles Click **Manage Roles** from the ⋯ menu to open the role management dialog. ### Current Roles Shows all roles the user currently has, each with a remove button. ### Adding a Role 1. Select a role from the dropdown (roles already assigned are greyed out) 2. Click **Add Role** 3. The role is added immediately — no confirmation needed ### Removing a Role 1. Click the trash icon next to any role 2. A confirmation prompt appears: "Remove this role? This cannot be undone." 3. Click **Remove Role** to confirm :::hint{type="warning"} **Important:** A user must always have at least one role. The last remaining role cannot be removed. ::: *** ## ✏️ Inviting a New User Click **+ Invite User** to invite someone who isn't yet in the academy. Fill in: - **Email address** — where the invitation is sent - **Role** — the role they'll have when they join Click **Send Invite**. The person receives an email with a link to register and join the academy with the assigned role. ### Sending a Welcome Email For users who have already joined but need to be re-sent their account details, use the **Send Welcome Email** option from the ⋯ menu. This sends them an email with their login link and instructions to get started. ### Impersonating a guardian from a student's Family tab You don't need to look a guardian up on the People page to impersonate them — an **Impersonate** button is also available directly on each guardian row inside a student's **Family** tab, for a quicker jump when you're already troubleshooting from the student's profile. ### Parent Account Claims If someone signs up using an email that matches a student's contact details (e.g. the email on their emergency contact), a **Parent Account Claim** is created — but NOT auto-linked, to prevent accidental linking of strangers. When pending claims exist, a **Parent Account Claims** section appears above the user table showing each claim with: - The signed-up email - The matching student - How long ago they signed up Per claim, click **Approve** to link the user as a guardian of that student (granting them access to the student's payments, attendance, and packages), or **Reject** to dismiss the claim (the user keeps their REMMU account but isn't linked). :::hint{type="info"} This is a safety check for self-signups — admins always make the final call before a stranger gains access to a minor's data. ::: ### Pending Invitations Below the user table, a **Pending Invitations** section shows all sent invitations that haven't been accepted yet. For each pending invitation you can: | Action | What It Does | | ---------- | ----------------------------------------------------------------------- | | **Resend** | Sends the invitation email again (useful if it expired or went to spam) | | **Cancel** | Invalidates the invitation link immediately | :::hint{type="info"} **Note:** Invitations expire after 48 hours. Resend to give them a fresh link. ::: *** ## 🗂️ Tabs The People page has tabs to filter the view: | Tab | Shows | | ----------- | ------------------------------ | | All Users | Everyone in the academy | | Team | Users with the team role | | Instructors | Users with the instructor role | | Members | Users with the member role | | Admins | Users with the admin role | The search bar works across all tabs. *** ## ⚙️ Difference Between People and Students - **People** — all accounts (any role) — focused on access and roles - **Students** — enrolment and payment records — focused on class participation and billing A student is a user with the **Member** role. They appear in both People and Students. Use People to manage their role and access; use Students to manage their classes and payments.