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Add comprehensive guide for creating, editing, deleting users, and managing tags

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Milos Djakovic 2025-07-21 17:01:38 +02:00
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# Creating and Managing Users
This guide explains how to manage different types of users in the system, including mobile users (used for report generation) and customers (with whom reports can be shared). Effective user management helps streamline access and interaction across the platform.
## Creating a New User
To create and manage users, go to the **"Users"** page.
![Users page](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/BhFEgZv7oi.png)
Click the green **"Create new user"** button in the top-right corner.
![Create user form](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/GaCC6JUazP.png)
A form will slide in from the right side of the screen. Fill in the necessary details for the new user.
![Create user form scrolled](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/WQB1a97prn.png)
> Tip: For more user details, click **"Show extra fields"** at the bottom of the form.
Once the form is complete, click **"Create"** at the bottom to save the user.
![Users page showcasing created user](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/Jl18uqnugl.png)
The form will close automatically, and the new user will appear in the list.
## Editing an Existing User
![Users page showcasing created user](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/Jl18uqnugl.png)
To edit a user, click the **"Edit"** button at the end of the user's row.
![Edit user form](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/sEduPY8QNN.png)
A form will slide in from the right. Modify the user details as needed, then click **"Apply changes"** to save your updates.
## Deleting a User
![Users page showcasing created user](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/Jl18uqnugl.png)
To delete a user, click the **"Edit"** button at the end of the user's row.
![Edit user form](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/sEduPY8QNN.png)
In the form that appears, scroll to the bottom and click **"Remove user"**.
![Delete user confirmation modal](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/mbeHaHvnQp.png)
A confirmation dialog will appear. Click **"Remove"** to confirm.
![Undo user deletion toast](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/gGPdj4RMHc.png)
After deletion, a toast notification will confirm the action. You can click **"Undo"** to restore the user if needed.
## Tag Management
Tags help group users for easier selection during actions like report generation.
### Creating a Tag
![Users page](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/BhFEgZv7oi.png)
Click **"Manage tags"** at the top-right of the **"Users"** page, just before the **"Create new user"** button.
![Manage tags side panel new tag name filled in](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/v1MdyLkMOr.png)
A panel will slide in. Enter a tag name and click **"Add"** to create it.
![Manage tags side panel new tag created](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/IzIetHWsHh.png)
### Renaming a Tag
Click the tag name or the pencil icon next to it.
![Manage tags side panel tag renaming](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/T8EoZRdH6H.png)
Edit the name, then press **Enter** or click the checkmark to save. To cancel, click the cross icon.
### Changing Tag Color
Click the colored square next to a tag name.
![Manage tags side panel tag color changing](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/VzqH16qHxK.png)
Select a new color from the color picker.
### Deleting a Tag
Click the trash icon at the end of a tag row.
![Manage tags side panel tag deletion confirmation](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/KH7TeoL3Tt.png)
Confirm the deletion in the dialog by clicking **"Delete"**.
### Assigning Tags to Users
![Users page showcasing created user](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/QAHN0OLxtu.png)
Click **"Edit"** next to a user's name.
![Edit user form with tags section](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/5OX2R9hd0y.png)
In the form, scroll to the **"Tags"** section and click **"Select tags"**. A searchable dropdown will appear.
> Tip: You can assign multiple tags to a single user.
![Edit user form tag selected](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/ETbohWF2H4.png)
Selected tags will appear above the field as **"Attached tags"**.
Click **"Create"** (for new users) or **"Apply changes"** (for existing users) to save.
![Users page showcasing created user with tags](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/Du7kyawt0h.png)
## Searching Users
![Users page showcasing multiple user with tags](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/dz6LM9JOQo.png)
Use the search bar at the top left of the **"Users"** page to find users.
![Users page showcasing search bar](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/efSdYlQLRX.png)
As you type, the list updates in real time. The search supports partial matches for names and emails.
## Filtering Users
Users can be filtered by **tag** or **role**.
![Users page showcasing multiple user with tags](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/dz6LM9JOQo.png)
Click the **"Filters"** button next to the search bar to reveal filter options.
![Users page showcasing filters](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/SdN2HXoW91.png)
### Filtering by Role
![Users page showcasing role filter](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/e4VYncQdml.png)
Use the **"Role"** dropdown to filter users by their assigned role.
### Filtering by Tag
![Users page showcasing tag filter](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/x38fXWImvF.png)
Use the **"Tag"** dropdown to filter users by one or more tags.
> Tip: Multiple tags can be selected at once.
![Users page showcasing selected tag filter](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/create-and-edit-users/8aNS34C1hq.png)
Selected tags appear below the filters. Click the **"X"** to remove a tag from the filter.
You can toggle between two filter modes using the dropdown next to the selected tags:
- **"Any included"** - Displays users with at least one of the selected tags.
- **"Show minimum"** - Displays only users who have *all* selected tags.