Users

The Users page lists every member in your organization scope. From here you can invite people, update their roles and region assignments, and manage account status.

Open Admin Panel > Users to reach the list. Use the row ⋯ menu for actions, or open a user to edit details.

Platform roles vs app roles

Every user has two role layers. They answer different questions:

Platform role = org hierarchy scope (one per user).
App role = permissions inside Well Management, RodSim, Calculators, and other installed apps (one role per app).

Platform roles

App roles

App roles are the same set in every app: Admin, Engineer, Advisor, and Guest. A platform role picks a default app role (for example, Key User → Engineer). Override per app on Assign Roles when someone needs more or less access than that default.

Guest is for read-only internal users (managers, reviewers, stakeholders). It does not take a paid license seat-it uses the free guest seat pool. Guests can view wells, simulations, and reports in their region/division scope, but cannot create or edit. See Guest role and Billing & Licenses.

Full matrix and defaults: Roles & Permissions. Deep reference: RBAC.

Invite or add a user

1. Go to Admin Panel > Users
2. Click Add User
3. Enter First Name, Last Name, and Email Address
4. Choose a User Role and confirm the Organization (division or region scope)
5. Choose App Access defaults and whether to Send Invitation Email
6. Click Add User

The user receives an email invitation when Send Invitation Email is selected. They must accept before their membership is fully active.

Resend an invitation

If someone cannot find their invite, open the user row ⋯ menu and click Resend Invitation. Confirm the email address is correct first. You can also Copy Invitation Link from the same menu when the invite is still pending.

User actions menu

Each row has an actions menu with common admin tasks (Edit User, Send Password Reset, Assign to Region, Change Role, Deactivate, and invitation controls when applicable):

Edit a user

1. Open Admin Panel > Users
2. Open the user row ⋯ menu and click Edit User
3. Update Name, Email, Platform Role, or region assignment
4. Click Save

Changes apply immediately for active users.

Change a user's role

Platform role (where they work):

1. Open the user in Users
2. Use Edit User or Change Role
3. Set Platform Role and scope (division or region)
4. Save

App roles (what they can do in each app): open Assign Roles and set the dropdown per installed app. Changing platform role does not replace careful per-app overrides you already saved.

Reset a password

1. Open Admin Panel > Users
2. Open the user row ⋯ menu
3. Click Send Password Reset
4. Confirm in the dialog

PetroBench sends a password reset link to the user's email. You cannot set their password directly.

Activate or deactivate a user

Deactivating a user blocks sign-in without deleting their history.

1. Open the user row ⋯ menu
2. Click Deactivate (or Activate if inactive)
3. Confirm when prompted

Remove a user

1. Open the user row ⋯ menu
2. Click Remove from Division (or the remove action shown for your scope)
3. Confirm the action

Removing a user ends their membership in that scope. Only administrators with sufficient scope can remove users.

Key Personnel

Designated Key Personnel contacts are managed from Admin Panel > Key Personnel (HQ Admin). See Company Profile.

Common tasks

Next steps

• Configure app-level permissions: Roles & Permissions
• Assign users to regions: Regions
• Troubleshoot missing data: Organization Access