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Accounts

Users who can log into /org itself. Accounts are the admin surface — Consumers (chat users) are a separate concept; see consumers.md.

The Owner

When the system is set up for the first time, at least one Account is required. This first account is the Owner.

  • The Owner is created and receives an activation email. Clicking the link redirects to a page in the Organization where the owner sets a name and password. After that, login works normally.
  • There can be only ONE Owner. The system will not let you create a second.
  • Only the Owner can create Administrators.
  • Administrators can create any other user types (Developers, custom-role accounts), but they cannot create more Administrators.

How accounts get created

There is no public registration. Accounts can only be created from inside. If a user exists, someone invited them.

The Accounts sidebar entry has two children: the list and Create.

Accounts list page

Lands on a table of accounts (20 per page). Each row has an Edit button that takes you to that account's edit page.

Account edit page

Shows the account's base info plus an operations menu with three buttons:

ButtonEffect
DeleteDeletes the account.
Reset PasswordResets the password and emails the user a link to set a new one.
Change RoleOpens a modal where you pick a different role to assign. See roles.md.

Important: When an account's role changes, the user is immediately logged out and must log in again to pick up the new permissions.

Create an account

Accounts → Create (sidebar) or the Create button on the Accounts list page takes you to a form:

  • Email — where the activation link is sent.
  • Role — picked from the existing roles (see roles.md).

After submission, the new account receives an activation email. They click the link, set name + password, and can then log in.

  • Roles — what an account can actually do once logged in.
  • Consumers — different user type, for the Chat surface only.