Managing Users

Accessing User Management

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

Adding a User

1. In Settings, click Add User.
2. Enter the user's Display Name, and assign a Role:
   • Viewer: Read-only access to content.
   • User: View, add, and edit all company data.
   • Admin: Full User permissions plus user management.
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 password.

Please see our help doc Resetting Your Password.