--- title: "Managing Users" slug: "managing-users" description: "Learn how to create and edit users in Election Manager, assign user roles and permissions, send password resets, and manage two-factor authentication." updated: 2025-11-19T19:04:22Z published: 2025-11-19T19:04:22Z canonical: "help.simplyvoting.com/managing-users" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.simplyvoting.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Users ## Creating Users To create a new user, click on the blue **Create User** button on the **Users** page. ![image.png](https://cdn.document360.io/a78bcdfe-0fc1-4248-a709-1fe58ecd1ca1/Images/Documentation/image%286%29.png) In the pop-up window that appears, specify a **username**, the user's **full name**, their **phone number**, their **email address**, their **time zone**, and their **role**. There are four predefined user **roles** you may choose from, or may create a **custom** role: - with **Super User**, the **user** can access the entire Election Manager tool as well as create and manage other **users**. **Super users** cannot be restricted by **usergroup**, have **full access** to all sections in an election, may manage **account-wide Settings**, and may access the **Billing** section that contains historical invoices. - with **Full Access**, the **user** can navigate to and access all sections and, in sections where functions can be performed (such as changing or adding data), they are allowed to perform all allowed functions. - with **Read Only Access**, the **user** can navigate to and access all sections, but they cannot change or add any new data to these sections. - with **No Access**, the **user** cannot navigate to nor access any section. - with **Custom**, the **user** can navigate and access, as well as perform functions within, the sections you specify. ![image.png](https://cdn.document360.io/a78bcdfe-0fc1-4248-a709-1fe58ecd1ca1/Images/Documentation/image%285%29.png) Once you have filled out the **Create User** form, click **Create**. Upon successful creation of a user, you will receive a green **Success Message**. An **email** from Simply Voting will be sent to the user's specified email address containing password activation instructions. Instruct your **users** to keep an eye out for their activation email. ![EM_redesign_account_management_create_user_success](https://cdn.document360.io/a78bcdfe-0fc1-4248-a709-1fe58ecd1ca1/Images/Documentation/EM_redesign_account_management_create_user_success.png) Are multiple users necessary? Organizations have varying needs when it comes to **user** access to the Election Manager tool. For instance, your organization may have the need for an external auditor to keep track of turnout during the election and independently tabulate the results at the close of the election. To address this need, you could create a **user** for this auditor and give them permission access to the Electors, Reports, Results, and Election Log sections. Other organizations may simply employ **Super users**, foregoing other user roles, if all such individuals have essentially the same responsibilities, duties, access rights, and roles. And still other organizations may only require one individual to manage their account and elections. How your organization sets up or configures **users** is entirely your own choice. Formatting Usernames Your organization may choose anything for a user's username, though you should opt for something that is memorable. If you also plan on creating additional users to support your organization's election management, it may be prudent to decide on a consistent format, though one isn't strictly necessary. For example, maybe all users, including yourself, will have *firstname.lastname* as a format. Or perhaps you and all your users have *organizational email addresses* that could be used as a format. Or perhaps usernames could instead be based on an individual's position or election duties, like *cro* for chief returning officer or *auditor* for an election auditor, etc. In the end, as long as whatever you end up choosing is memorable and makes sense for your organization and its use case, that is all that matters! Note that the only non-alphanumeric characters that are allowed in usernames are: - underscore: **_** *(e.g. tommy_williams)* - period: **.** *(e.g. tommy.williams)* - hyphen: **-** *(e.g. tommy-williams)* - at: **@** *(e.g. twilliams@example.com)* Sharing User Logins Ensuring that **no** users are sharing a single username **is best practice.** This helps keep your overall account safe, and also enhances the Voting System's ability to provide an audit log (both in the Account Log or in individual Election Logs) of a given user's interaction with your account and your elections. To keep things transparent and auditable, ensure that multiple users each have their own username and password. ## Editing Users > **Note:** The **Account Log** section within **Settings** retains records related to user management. In the **user listing** located at the bottom of the **Users** page, for the user you wish to manage, click on their **Edit** button beneath the **Action** column to manage their details and permissions. You may also **Filter** and **Search** if necessary in order to locate a user. Other **Actions** are also possible from the main **user listing**. You may also: - **Delete** a user thereby destroying their individual user account. - Send **password reset** instructions via email to an individual user - **Disable two-factor authentication** (if enabled) if a user no longer has access to their two-factor device. ![EM_account_users_with_2fa](https://cdn.document360.io/a78bcdfe-0fc1-4248-a709-1fe58ecd1ca1/Images/Documentation/EM_account_users_with_2fa.png) On the **Edit User** page, you can update their user information as well as configure their user **role** or custom **permissions**. ![image.png](https://cdn.document360.io/a78bcdfe-0fc1-4248-a709-1fe58ecd1ca1/Images/Documentation/image%2810%29.png)