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User Management

The Users section lets you manage platform user accounts, assign roles, and control who has access to the admin panel.

Prerequisites

  • Admin access to the Ledgerline Admin Panel (TenantAdmin role).

Users vs. Customers

Ledgerline distinguishes between two types of people:

ConceptDescription
UserA platform account that can log in to the admin panel. Users have roles and permissions.
CustomerA person who places orders through the Discord bot. Customers have Discord IDs, shipping addresses, and order history.

A user can be linked to a customer record, but they are separate entities. See Customer Management for managing customers.

Viewing Users

Open Users in the admin sidebar. The list shows each user's username, display name, roles, and admin status.

User Fields

FieldDescription
UsernameUnique login identifier.
Display NameFriendly name shown in the admin panel.
EmailOptional email address.
Avatar URLProfile picture URL.
RolesList of assigned role names.
Is AdminWhether the user has full admin privileges.
Customer IDLinked customer record (if any).

Roles and Permissions

Users can have one or more roles that control what they can access. The TenantAdmin role grants full access to all admin panel features for the tenant.

The first user to log in via Discord OAuth is automatically granted TenantAdmin. Additional users must be granted roles by an existing admin.

Editing a User

  1. Click on the user in the list.
  2. Update their display name, email, roles, or admin flag.
  3. Click Save.

Linking a User to a Customer

To associate a user account with a customer record, update the Customer ID field on the user profile. This lets the system connect admin activity to customer order history.

Deleting a User

To remove a user account, open the user detail view and click Delete. This removes the user's ability to log in. It does not affect any linked customer records or order history.