Users

Add your team and assign each person a role, so they get the right access from day one. Users sign in with their own credentials from any device on your network - nothing to install on their machines.

Creating a User

Go to Users in the sidebar (admin only). Click New User:

  • Full Name (required) - The user's display name inside Svalog.
  • Email (required) - Used for login and receiving invite and password reset emails. Must be unique.
  • Username - An optional alternative login identifier (e.g., "jsmith").
  • Role (required) - Admin, Manager, or Staff.
  • Password - If left blank, Svalog generates an invite link instead. The user sets their own password when they open the link.
  • Allowed Modules - Which modules this user can access. Only shown for non-admin roles.
After creating a user without a password, an Invite Link is displayed for you to copy and share. The link lets the user set a password and is time-limited.

Adding More Than One User

Svalog on its own is a single-user program. To add colleagues you first connect a free Svalog account under Settings → Svalog Account. There is no charge and nothing to enter but an email address.

Users are free during Svalog’s early period. Everyone who joins before it ends keeps the users they have, free, permanently.

Signing In and Sessions

An account is used on one computer at a time. This keeps the audit trail meaningful - every document can be traced to a real person rather than a shared login.

  • Signing in somewhere else asks first, and tells you which machine is in use and how recently.
  • If that machine has been idle for half an hour, your session simply moves across without asking.
  • The computer that gets signed out is told why, so it does not look like a fault.

On the Users page an admin can see who is signed in and on which device, and sign a user out - useful for a machine that is switched off still holding the session, or someone who has left.

Signing a user out discards unsaved work on their machine.

Editing a User

Click a user's row to open their details. You can change: full name, username, role, active status (enable or disable login), password, and allowed modules.

You cannot delete or deactivate your own account.

Password Reset

If a user forgets their password, they click Forgot Password on the login screen, enter their email address, and receive a reset link by email. The link is time-limited. After clicking it, they enter a new password and are logged in automatically.

If a user's invite link expires before they use it, open their user record and click Get Invite Link to generate a new one.

Personal Settings (All Users)

Every user can personalise their own experience, regardless of role:

  • Signature - Upload a signature image (PNG, JPG, GIF, or WebP). It is stamped on the PDF documents you generate.
  • Theme - Amber (default), Violet Forge, Ocean, Forest, or Carbon (dark). Your choice follows you to any machine you sign in on.
  • Sidebar order - Drag sidebar items to reorder them to suit your workflow.