Skip to Content

Users

Users are people who log into Routix. Each user gets a role and access to one or more branches.

URL: /settings/users  · invite /settings/users/create 

Key fields

FieldNotes
Full nameFirst and last name
EmailLogin; receives invite email
RoleDefines rights — see Roles
BranchesOne or more branches the user can access
Default branchAuto-selected on login
LanguageUI language
Statusactive, invited, disabled
Staff linkOptional — link to Staff

Invite flow

  1. Add user → fill in name, email, role and branches.
  2. The user gets an invite email with a set-password link.
  3. After setting a password they can log in.

Disabled vs delete

  • Disabled is reversible; user cannot log in but history stays intact.
  • Full delete is only possible if no records are linked to the user.

Limits

The number of active users counts toward your subscription — see Usage.

Last updated on