Albus Admin & User

Through the Albus Admin/User page, you can manage everyone at your agency who uses Albus — invite new teammates, review who has access, update their details, reset passwords, and remove people who've left. It's your one stop for keeping your team's access tidy and secure.

To open it, go to the Account menu in the sidebar and click Albus Admin/User.

NOTE

User management is available to Albus Admins only.

Finding and Filtering Users

The user list shows everyone at your agency, sorted with the most recently created users first. Use the search filters at the top to narrow it down.

Search and filter

Set your filters

Use any of the following filters:

Status — All (default), Invited, Active, Locked, or Suspended.

Role — All (default), Admin, or User.

Date — search by a date range, choosing either Created at or Last accessed at. The default is the full period.

Keyword — search by an email keyword.

Review the results

Review the matching users in the list.

Reset if needed

To start over, clear the filters and search again.

Albus Admin/User list with Status, Role, Date, and Keyword filters and the results table

TIP

If no users match your filters, the list shows "No search results found." — adjust your filters and try again.

What the statuses mean

Status	Meaning
Invited	The user has been invited but hasn't activated their account yet.
Active	The user can sign in and use Albus normally.
Locked	The user is temporarily blocked (for example, after too many failed sign-in attempts).
Suspended	The user's access has been paused.

Inviting a New User

When you create a user, Albus sends an invitation email to the address you enter so they can set their own password and sign in.

Create and invite a user

Start a new user

From the user list, start creating a new user. Your agency information appears under Account Info for reference.

Enter the user's details

Under User Info, enter the new user's details:

Email(ID)

Phone Number

Department/Job title

Role

Save and send the invite

Click Save. An invitation email is sent to the Email(ID) you entered.

Rules to keep in mind

Rule	Detail
Email(ID) is unique	An Email(ID) can't be registered twice across Albus users.
Email(ID) is permanent	After a user is created, their Email(ID) can't be changed.
Albus Admin limit	You can register up to 3 Albus Admins per HaloSync service account.
Albus User limit	There's no limit on the number of Albus Users.

Editing a User, Resetting Passwords & Removing Access

Open any user from the list to view their details, update them, reset their password, or delete the account. Their agency information appears under Account Info for reference.

Update a user's information

Open the user

Open the user from the list.

Edit the details

Under User Info, update the editable fields: Phone Number, Department/Job title, and Status.

Save

Click Save.

Status change rules:

If the user is…	You can…
Invited	Not change them to another status yet.
Locked	Only change them to Active.

Change a user's role

Someone moving into a manager position, or stepping back from one? You can switch a teammate between Admin and User yourself, right from their detail page. Look for the User Role section — it sits just below User Info and above User History.

Before you change a role, keep these limits in mind:

Rule	Detail
At least one Admin must remain	Your agency always needs at least one active Albus Admin, so you can't move the last remaining Admin down to User. If you try, Albus shows "At least one active ALBUS Admin is required."
Albus Admin limit still applies	You can have up to 3 Albus Admins per HaloSync service account — the same limit as when you invite a new user. If the change would go over it, Albus shows "Each Customer Account is allowed to have max 3 ALBUS Admin users."

Open the User Role section

Open the user from the list and go to the User Role section. A banner there reminds you: "After the role changes, the user must set a new password and sign in again."

Select the new role

In Current role, select the role you want to give them — Admin or User. Change Role stays inactive until you pick a role that's different from the one they have now.

Click Change Role

Click Change Role.

Confirm the change

In the Change user role? window, read the summary — "A new invitation email with a temporary password valid for 7 days will be sent. The user's status will change to Invited, and current access may remain available for up to 5 minutes." — then click Confirm. Prefer to stop here? Click Cancel and nothing changes.

Close the confirmation

Albus confirms with "The role has been changed successfully." Click Done to close the message — you're taken back to the user list.

screenshots/albus-admin-user_change_role.png

Try promoting a User to Admin.

WARNING

A role change resets how the person signs in. They receive a new invitation email with a temporary password valid for 7 days, their status changes to Invited, and their current access may keep working for up to 5 minutes before it stops. Give them a heads-up first so they aren't caught mid-task.

When the role can't be changed:

Situation	What you'll see
It's your own account	Current role and Change Role are both inactive, with the message "You cannot change your own role." Ask another Albus Admin to change it for you.
The user is Deleted	Current role and Change Role are both inactive, and no message is shown. Role changes aren't available for a deleted user.
You haven't picked a different role	Change Role stays inactive until the role you select differs from the current one.

Reset a user's password

If a teammate forgets their password, you can reset it for them from their detail page.

Open the user

Open the user from the list.

Click Password Reset

Click Password Reset.

The user sets a new password

A password reset email is sent to the user, who can then set a new password and sign in.

screenshots/albus-admin-user_password-reset.png

Reset password for your teammates

WARNING

An invitation's temporary password expires 7 days after the invite is sent. If it's expired, click Password Reset — this sends a reset email so the user can register a new password and log in.

Delete a user

Open the user

Open the user from the list.

Click Delete

Click Delete.

Deletion is permanent

A deleted user's information cannot be recovered, and the user disappears from the list immediately. Make sure you've selected the right person before deleting.

Albus Admin & User

Finding and Filtering Users#

Search and filter#

What the statuses mean#

Inviting a New User#

Create and invite a user#

Rules to keep in mind#

Editing a User, Resetting Passwords & Removing Access#

Update a user's information#

Change a user's role#

Reset a user's password#

Delete a user#

Finding and Filtering Users

Search and filter

What the statuses mean

Inviting a New User

Create and invite a user

Rules to keep in mind

Editing a User, Resetting Passwords & Removing Access

Update a user's information

Change a user's role

Reset a user's password

Delete a user