Create and Manage Users

Note: Only Admin users can create, edit, or delete user accounts.

Creating a New User

Navigating to the New User window

1. Log in to Podium using an Admin account.
2. Select the profile icon in the top-right corner of the screen.
3. From the dropdown menu, select Organisation Settings.
4. On the Organisation Settings page, select the Users tab.
5. Click New User in the top-right corner to open the New User window.

Then walkthrough the following steps to create the new user:

Step 1: User Details

Enter the following information for the new user:

• Title
• First Name
• Surname
• Phone Number

Once complete, select Next to continue to Step 2.

Step 2: Account Details

1. Enter the user’s Email Address — this will be used for login credentials and the welcome email.
2. Create a Username for the new user.
3. Create a Password for the new user.
4. Select Next to continue to Step 3.

Step 3: Role Selection

Choose a role for the new user. The role determines what they can access and manage in Podium:

• Admin:
  Full access to all features, including account settings, vessel management, and user administration. Reserve this role for users who need to manage organisation-level settings.
• Editor:
  Can edit vessel details, configurations, and create Views. Cannot manage user accounts or account-level settings.
• Viewer:
  Can view the Fleet, Configure, and Routes pages but cannot make any changes or create content (e.g. Views).

Once the appropriate role is selected, click Next to proceed to Step 4.

Step 4: Add Vessels

Assign vessels or vessel groups to the new user:

• To grant access to all vessels, select All Vessels.
• To restrict access, select specific vessels individually.
• You can also assign an existing Vessel Group to automatically include all vessels within that group.

After assigning vessels, select Next to continue to Step 5.

Step 5: Review

Review all entered details, including:

• Email address
• Username
• Role
• Number of vessels assigned

If changes are required, select the relevant section name to return and make edits.
Once confirmed, click Add User to complete the setup.

After User Creation

Once the new user is created:

• Podium automatically sends a welcome email containing the user’s login credentials to the email address provided.

Managing Existing Users

1. Navigate to Organisation Settings → Users.
2. Select the Manage button next to the user you want to edit.
3. You can update the following details:
4. • Title, first name, surname, and phone number
   • User role (Admin, Editor, or Viewer)
   • Vessel or vessel group assignments
4. Select Save to apply any changes.

Deleting a User

1. Navigate to Organisation Settings → Users.
2. Select Manage next to the user you wish to delete.
3. Scroll to the bottom of the page and select Delete User.
4. Confirm the deletion when prompted.

Password Management

• Passwords cannot be changed by administrators within Podium.
• Users must reset their own passwords using the Forgotten Password link on the login page.  https://podium.stratumfive.com/auth/forgotten-password

If a user requires a password reset, direct them to the login page and instruct them to use the Forgotten Password option. (Do not attempt to reset passwords from Organisation Settings.)