Home Administration Manage User Accounts

Manage User Accounts

Last updated on Mar 02, 2026

You can manage user accounts yourself within the Aam Digital application if your account has the required "account_manager" permission role. Below you can find instructions for the different user management tasks.

Managing User Accounts

To access the User Accounts overview, navigate to "Settings" from bottom left of the navigation menu. From there, click on "User Management".

To edit an existing user profile, click on "User Accounts":

Add User Account

  1. Navigate to “Users” in the main menu on the left-hand side of the screen (please note that depending on your configuration, the navigation item may come under a different name).

  2. Click the "Add New" button to add a new record (or open an existing record to edit that user)

  3. Create the user profile record by capturing basic user information, such as their name and contact information. Click on “Save”. This makes that person available in the system to link records with, e.g., assign notes or tasks to this profile.

  4. Create the account for platform login for this user by navigating to the "User Account" tab in the record. Enter the user’s email address and assign user roles. You can assign multiple roles to a given user.

  5. Click on “Create account & send invitation”. This will send an invitation to that email address.

  6. The system then sends an automatic message to that email address with a link to create an initial password, enabling that user to log in and access your Aam Digital system.

also see User Roles & Access Permissions

Deactivate User Account

To deactivate an account and prevent that person from logging into your Aam Digital system, you need to edit that User record's details:

  1. Navigate to the profile of that user - or open the User Accounts list from the "System Settings" (see above "Managing User Accounts")

  2. Within the respective user profile, click on the “User Account” tab.

  3. Click the “Deactivate user” button to ensure the user cannot log in with the previous credentials.

  4. You can also re-activate that user account again by editing it.

Delete User Record and Account

  1. Navigate to “Users” in the main menu on the left-hand side of the screen.

  2. In the user list, click on the user account you wish to delete.

  3. Within the respective user profile, you can delete the user completely using the "Delete" option in the three-dot menu in the top-right corner of the record. The related user login (if any account exists for this record) is then deleted automatically as well.

Please be aware that deleting a user record will permanently and completely remove any related data from your system. This includes any links to notes, tasks, or other activities that identified this user as an author or responsible person for these. If the user has been linked to any data, you most likely do not want to delete the user record and instead only archive or anonymize it. see Archiving and Anonymizing records