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User Management

Overview​

The User Management panel gives Firm Admins a centralized view of every user in the firm — including their status (active, online, unconfirmed) — and tools to manage them.

Prerequisite

You must have the Administrator role to access this panel.

User Management panel showing all firm users

Managing a User​

  1. Find the user in the list and click "MANAGE USER".
  2. A management window opens with the following options:
ActionEffect
Enable / DisableDisabling a user immediately kicks them out of eQ+
Change RolesUpdated roles take effect within 3 seconds — the user's page auto-refreshes

Manage User window with enable/disable toggle and role assignment

Re-sending a Confirmation Email​

If a user registered but never confirmed their email, you can resend it:

  1. Locate the unconfirmed user in the list.
  2. Click the "Resend Confirmation" option (only visible for users who haven't confirmed yet).

Resend confirmation email option for unconfirmed users

Managing Roles​

Custom roles control which forms, reports, and databases a user can access.

  1. Click "MANAGE ROLES" in the top-left corner.
  2. From here you can create, edit (pen icon), or delete (trashcan icon) roles.

Manage Roles dialog with create, edit, and delete options

Once a role is created, you can assign it to users and configure its permissions in Role Management.

Checking Database Health​

If eQ+ feels slow, the database connection may be the cause. Since eQ+ and the legacy eQx currently share the same database, performance can vary.

  1. Click "DATABASE HEALTH" in the top-left corner.

  2. Review the response times displayed.

    Database Health panel showing connection speed

  3. Click "Refresh" several times to confirm the results are consistent.

    Refreshed Database Health results

Consistently slow?

If the health check consistently shows slow responses, contact support@eqxsystems.com for assistance.