Admins and Platform Admins only can create (one by one), invite users and assign them a role.
Don't know what is an Viewer, Editor, Admin or Platform? Learn more about it in our help article
Invite a new User
Click "User Management" and select "User" in the main menu of the platform
2. Click "+" to add a new user
3. Fill in User details such as: Full name & Email
If you get "Email already exists." error, it means you do not have to add this user again to the Platform. Go to this help article to learn how to add existing user to your Team.
4. Then click "NEXT" to add user to a Team
Add User to a Team (in the Create User process)
1. Click on the dropdown arrow to select the Team you want to add this User to
Once you select the team you want to add the user to the Role button will appear
2. Select the Role this user should have in the selected Team
Note:
You can add the User to multiple Teams, by clicking “Add user to another team”. To enable “Add user to another team” select the team and user role.
The Add user to another team will be enabled once the team and user role has been selected.
Optional: 3. Click “Add user to another team” and select the Team and the Role
You can always change your mind and delete the user by clicking on the trash icon to delete.
4. Click “Create & Invite User”
The user list will appear and the new added user show as invited.
The new users will receive an invitation email where they will be able to set up their own password.
Check the status of a User
3 possible states will show next to a User:
1. The existing users will have a green check mark in the status column which means they have successfully logged in the platform.
Note: You could Deactivate or Delete the User only if there is a tick mark icon in the status column.
2. The users who are invited to the platform will have an invited icon in the status column which means they haven't set their password and secondly they haven't set their password but they have still not logged in yet. Once they set their password and log in the status will show a tick mark in the user list of the platform.
3. The users that no longer use the platform will have a deactivated icon which means their account has been deactivated.
Deactivate a User
Note: Deactivating a user stops them from accessing the Platform.
The users will remain in the users list and can be enabled back.
1. Go to the main menu and click "User management" and then select "Users" in the main menu of the platform
2. Locate the User from the list and click the 3 dot menu
3. Click “Deactivate User”
A warning message will appear asking if you're sure you want to delete the user.
4. Click “Deativate User’’ to confirm
The user name is greyed out and the status changed from green check to Deactivated but remains in the list.
Note: The same steps can be performed to reactivate the User.
Delete a User
Note: Deleting a user stops them from accessing the Platform.
The user is completely removed from the Platform and their account can't be reactivated. Both actions can be performed only by Platform Admins.
1. Go to the main menu and click "User management" and then select "Users" in the main menu of the platform
2. Locate the User from the list and click the 3 dot menu
3. Click “Delete User”
A warning message will appear asking if you're sure you want to delete the user.
4. Click “Delete User’’ to confirm
The user will be permanently deleted and removed from the platform. This action cannot be undone.