Users and permissions

Pour :Administrateur

The Users page gathers all the people who can log in to your organization's backoffice. This is where you distinguish administrators (who have access to everything) from secondary users (whose each right is precisely defined), and where you open the permissions modal to adjust what each secondary can see and do.

ℹ

Page reserved for administrators

Only Administrator users can access this page. A secondary user who tries to go to it gets an access error.

Access it

Two possible paths:

• From the user menu: click your avatar at the top right, then Users.
• By direct URL: /app/access/list.

What you see

The page displays a single paginated table (10 rows by default) listing all members of your team. Each row contains:

Column	Description	Editable inline?
Nickname	Initials or short first name used everywhere in the application (badges, payment signature, activity logs)	Yes — click the pencil icon
Color	Background color of the avatar badge — helps quickly identify who did what	Yes — color selector
Last name	Last name	No (via support)
First name	First name	No (via support)
Email	Address used for login and notifications	No (via support)
Type	Administrator (red) or Secondary (blue) label	No (via support)
Permissions	Red key button that opens the granular permissions modal	Yes — only for Secondary

★

Choose nickname and color well

Nickname and color are used throughout the application to identify who performed an action (collect a payment, validate a pledge, send a campaign). Three letters + a distinctive color save time for the whole team. Example: Sarah Cohen → nickname SAR, orange color.

Filter and sort

• Search bar at the top right: full-text search on last name, first name, email.
• Sort by column: click the Last name, First name or Email header to sort.
• Pagination: classic 10-rows-per-page navigation at the bottom of the table.

The two user types

🛡️AdministratorComplete access to the entire space, with no restriction. Displayed in red in the table.Découvrir →🔑SecondaryLimited access precisely defined by a list of granular permissions. Displayed in blue.Découvrir →

See the page Understand roles and permissions for the complete list of rights.

Add a new user

⚠

Creation by support

The Users page does not contain a New user button. To add a person to your team, contact Unisoft support indicating last name, first name, email and desired type (Administrator or Secondary). Once the user is created, they appear in the list and you can adjust their permissions from the page.

This restriction guarantees that:

• A misspelled email does not create a phantom account in your space.
• New accounts are verified before activation.
• The history of team entries and exits is tracked on the Unisoft side.

Edit the permissions of a secondary

For Administrator users, the Permissions column displays a dash: there is nothing to adjust (they have everything).

For Secondary users, a red key button opens the granular permissions modal. Complete details on the page Understand roles and permissions.

1. 1

   Locate the user

   Use search or pagination to find the secondary to edit.

2. 2

   Click the key button

   In the Permissions column, click the red key icon at the end of the row.

3. 3

   Adjust the rights in the modal

   Check or uncheck the permissions by section (Contacts, Payments, Funds, etc.).

4. 4

   Validate

   Validate button at the bottom of the modal — the changes take effect immediately on the user's next action.

Link with Business Units

If your organization uses several Business Units (see the Business Units module), you can restrict a secondary user's access to one or several Business Units only, from the configuration page of the relevant Business Unit. Administrator users see all Business Units automatically.

Takeaways

• The page lists all users of your organization, administrators and secondaries combined.
• Nickname and avatar color are editable inline — no need to open a profile.
• Administrators have all rights and cannot have granular permissions.
• Secondaries are controlled by a permission list adjustable via the key modal.
• Creation of new users: through Unisoft support only.

Go further

• Understand roles and permissions — Administrator vs Secondary and complete rights table
• Business Units — restrict a secondary to a specific legal entity
• My account — overview of the user menu