User Management

SyteOps provides comprehensive user profile management, role assignments, and FlowMattic variable sync.

User Profiles

Each user has 31+ fields organized into categories:

• Identity — Name, email, phone
• Contact Information — Address, additional contacts
• CRM IDs — Identifiers across 15 supported CRM systems
• Profile Pictures — Upload or link to user avatars
• Module Data — Additional per-user data from active modules

System Roles

System roles are single-assignment — only one user can hold each role at a time.

Role	Purpose
Site Owner	Primary site owner/administrator
Technical Contact	Primary technical contact for the site
Marketing Contact	Primary marketing contact

To assign a system role:

1. Navigate to the Users tab
2. Open the user's card
3. Check the role checkbox
4. Save

When a system role is unchecked, it is cleared from the user and removed from FlowMattic.

Custom Roles

Create your own roles beyond the built-in system roles.

Creating a Custom Role

1. Navigate to the Users tab
2. Scroll to the Custom Roles section
3. Click + Add Role
4. Fill in: Name, Description, Icon, Color
5. Choose a constraint:
   • Unique — Only one user can have this role
   • Max Count — Up to N users can have this role
   • Unlimited — No limit on assignments
6. Save

Assigning Custom Roles

Custom roles appear as checkboxes on each user card. Check the role to assign it, uncheck to remove it.

FlowMattic Variables

Custom roles automatically generate FlowMattic variables:

• syteops_user_NNN_is_{role_slug} — Whether each user has the role
• Aggregator variables for team communication (names, emails, Slack handles)

SyteOps Admin Role

The SyteOps Admin is a special WordPress role with elevated permissions:

• Full access to all SyteOps features
• Required for destructive operations (wipes, debug tool)
• Only existing SyteOps Admins can assign this role to others
• The role auto-recovers if capabilities are lost

The first user to complete Initial Setup becomes a SyteOps Admin.

Export and Import

• Single user export — Export one user card with all fields, roles, notes, and estimates
• Import — Import remaps to the chosen target user slot; profile pictures are link-only
• Master export includes all user data
• Role assignments are preserved across export/import