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User Management Overview

Managing users is a critical part of administering BigBoard. This section covers creating and managing both trail staff and office users.

User Types in BigBoard​

Trail Staff​

Trail staff are the field instructors and guides who lead wilderness sessions. They need access to:

  • Session details and participant information
  • Communication tools for check-ins
  • Incident reporting capabilities
  • Equipment checkout systems
  • Mobile-friendly interfaces for field use

Office Staff​

Office staff handle administrative functions and need access to:

  • Full administrative controls
  • Reporting and analytics
  • User management functions
  • Financial and billing systems
  • Complete session and program oversight

User Management Sections​

This section is organized into the following topics:

  1. Creating Trail Staff - Adding field instructors to your system
  2. Inviting Users - Sending invitations to both trail staff and office users
  3. User Roles and Permissions - Understanding different access levels
  4. Managing User Accounts - Ongoing user administration

Key Concepts​

User Lifecycle​

  1. Creation - Adding user profiles to the system
  2. Invitation - Sending access credentials and onboarding information
  3. Activation - Users accepting invitations and setting up accounts
  4. Management - Ongoing administration of user accounts and permissions
  5. Deactivation - Removing or suspending user access when needed

Permissions and Access Control​

BigBoard uses role-based access control to ensure users only see information and functions appropriate to their position:

  • View permissions - What data users can see
  • Edit permissions - What users can modify
  • Administrative permissions - Advanced system functions
  • Session-specific access - Trip-related information relevant to assigned staff

Security Considerations​

  • Use strong authentication methods
  • Regularly review user access and permissions
  • Implement proper onboarding and offboarding procedures
  • Monitor user activity for security purposes
  • Maintain audit logs of administrative changes

Getting Started​

Start with creating trail staff profiles, then learn how to invite users to activate their accounts. Understanding roles and permissions will help you configure appropriate access levels for different types of users in your organization.