User Management

The Users page in the Preczn Dashboard allows administrators to manage team members who have access to the platform. From here, you can add new users, modify existing accounts, control access, and perform security-related actions.

To get there: log in to your Preczn Dashboard, click Settings in the left navigation menu, then select Users.

---

User Statuses

Each user account has one of three statuses that indicate their current access state:

User Roles

---

Adding a New User

1. Click + Add User
2. Complete the required fields: First Name, Last Name, Email Address (this will be the user's login credential), and Role
3. Click Add User

What happens next: The new user receives an email invitation to set up their account. Their status shows as Invited until they set their password and log in, at which point it changes to Active.

If a user hasn't received or has lost their invitation email, click the (resend) link next to their Invited status in the Users table, or use Resend Verification Email on their Edit User page.

---

Editing a User

Click Edit in the Actions column to open the Edit User page. Each card has its own Edit button — make your changes and click Save:

• User Information — first name, last name, and phone number
• Access & Permissions — user role assignment
• Security — email, password settings, social sign-in, and MFA status
• Preferences — timezone

The left sidebar shows the user's status, role, last login, any alerts, and quick actions (disable/enable account, resend verification, reset security lock).

---

Disabling, Enabling, and Deleting Users

Disable a user to prevent them from logging in without deleting their account: open their Edit User page, click Disable Account in the sidebar, and confirm. Their status changes to Inactive. To re-enable, click Enable Account — the status returns to Active (or Invited if setup was never completed).

Warning: Deleting a user permanently removes their account and all associated data. This action cannot be undone.

To delete a user, click the dropdown arrow next to Edit in the Users table, select Delete, and confirm. You cannot delete your own account — another administrator must do it.

---

Account Alerts and Unlocking

Alert indicators appear in the Alerts column when something needs attention. Hover over the icon for details.

To unlock a locked-out user, click the dropdown arrow next to Edit in the Users table and select Unlock, or click Reset Security Lock on their Edit User page.

---

Signing In with Google or Microsoft

Users can sign in to the Preczn Dashboard with their Google or Microsoft account instead of entering a password. Both options appear on the login page.

A few things to know:

• Social sign-in works for existing Preczn users only. The Google or Microsoft account's email address must match the email the user was invited with — signing in with a social account never creates a new Preczn account.
• MFA still applies. Users signing in with Google or Microsoft complete the same multi-factor authentication as password users. See the MFA Setup Guide.
• Password policies still apply. Preczn requires a password update every 90 days for PCI compliance, including for users who sign in with Google or Microsoft. See Password Policy and Guidance.

Note: Preczn does not currently support enterprise SSO — signing in through your own identity provider (e.g., Okta or Microsoft Entra ID) via SAML or OIDC is not available.

---

Best Practices

• Regular audits: Periodically review your user list and disable or remove accounts that are no longer needed
• Prompt offboarding: Disable or delete accounts immediately when team members leave your organization
• Least privilege: Assign the minimum role necessary for each user's job function

---

FAQ