Admin Only
All user management functions can only be performed by account Admins.
Add a New User
From the main company dashboard, click the Account Settings menu item. Then click Users if the page does not open automatically.
This page lists all of the current active users in the organization. Click the Add User button in the top right of the user table open the new user form.
Fill out the form with the user's information and choose an access role for the user. You can refer to our User Roles article for more information about the different roles.
Click the Save button once you are ready to invite the user.
Heads Up!
Clicking Save on this screen will send out an invitation to the email address you entered for the user immediately.
Once you add a user, you cannot edit their email address. Changing the email address can only be done by the specific user.
Check out our article on User Roles to learn more about permission levels and what they mean.
Edit an Existing User
From the main company dashboard, click the Account Settings menu item. Then click Users if the page does not open automatically.
This page lists all of the current active users in the organization. Click the yellow pencil icon to the far right of the row for the user you want to edit.
You are able to edit the user's name and role from this screen.
Email Addresses
After inviting a user, their email address can only be changed by themselves. Other users, even Admins, cannot change an active user's email address.
Reset a Password
From time-to-time, it may be necessary to reset a user's password. Follow the steps below to reset a user's password.
From the main company dashboard, click the Account Settings menu item. Then click Users if the page does not open automatically.
This page lists all of the current active users in the organization.
Click the blue Re-invite button. This will generate a new, secure password and send it to the user's email address immediately. You will receive a quick popup message from the system once the process has completed.
Archive a User/Make a User Inactive
Gone but not forgotten...
Archiving or making a user inactive does not remove them from the system. It only prevents the user from logging in again. Any records, logs, or other references to the archived user will remain in the system for audit purposes.
From the main company dashboard, click the Account Settings menu item. Then click Users if the page does not open automatically.
This page lists all of the current active users in the organization.
Click the blue Archive button to remove the user from the active list.
The user will not be able to log into the account.
The user will not be selectable as a user for new projects.
References to the user in logs and other historical documentation will remain.
Restore an Archived User
Restored users can pickup from where they left off. Use the instructions below to restore a user that has been previously archived.
From the main company dashboard, click the Account Settings menu item. Then click Users if the page does not open automatically.
This page lists all of the current active users in the organization.
Click the Inactive filter at the top right of the table to view all of the currently inactive users.
Click the blue Restore button to re-active the user's account. They will be able to log in again using their old email address and password.
As a security precaution, it is also recommended that you reset the user's password as well. Reset Password Instructions