Managing Users

Accessing User Management

1. Navigate to Settings from the Home page.
2. Select Users.

User Roles and Permissions

Pivott supports different user roles, each with specific permissions. Understanding these roles helps ensure the right level of access for every team member. Whether you're an Admin setting up a team or a user checking your access, the info below shows who can do what in Pivott.

Roles at a glance:

• View + Add: Read-only access to content and can upload files.
• Editor: Can manage company data (excluding users).
• Admin: Full access, including user management and settings.

Need more access? Reach out to your Account Manager, email us at help@pivott.io, or message us in the Pivott app — we're here to help!

Advanced Permissions (Enterprise)

With Advanced Permissions, Admins can assign users to specific properties and further customize their access.

Key Permissions Behaviour

• Users can be assigned access to one or multiple properties.
• Users can be either Editors or Viewers for those properties.
• All users have access to the full vendor list, regardless of their property access.
• Users can only view contracts for the properties they're assigned to.
• Users do not have access to reports.
• Users can only create and view reminders tied to their assigned properties and related contracts.

Adding a User

1. In Settings, click Add User.
2. Enter the user's Display Name and assign a Role:
   • View + Add: Read-only access to content and can upload files.
   • Editor: Can manage company data (excluding users).
   • Admin: Full access, including user management and settings.
3. Select SSO Type:
   • Google
   • Microsoft
   • Okta
4. Enter their email and click Create User or Create User & Send Invite if you want them to receive an email invite.

Editing a User

1. Locate the user in the list under Users.
2. Click the Edit icon next to their name.
3. Make your changes and click Save Changes.

Deactivating or Deleting a User

Deactivate a User

1. Locate the user in the list.
2. Click the Edit icon next to their name.
3. Select Inactive in the Status drop-down.
   • Deactivated users cannot access the platform, but they remain in the system.
4. Click Save Changes.

Delete a User

1. Locate the user in the list.
2. Click the Delete icon next to their name.
3. Type delete in the box and click Delete User to confirm.
   • Deleted users are permanently removed from the system.

Troubleshooting

I need to reset a user's password.

Please see Resetting Your Password.