Managing Your Organization’s Users

If you have administrative permissions, you can manage the members of your organization from the Settings page.

1. Navigate to User Management

1. From the main navigation menu, select Settings.
2. Select the Organization Settings category.
3. Expand the User Management section.

Here you will see a list of all users in your organization. The list is sorted to show you first, followed by active users, guests, and finally, recently deleted users.

Adding a New User

1. Click the Add New User button at the top of the section.
2. In the “Create New User” modal, fill in the user’s Full Name and Email Address.
3. Click Save & Get Password.
4. A temporary password will be generated. Click the Share Login & Close button to open your device’s share menu and send the login details to the new user.

Ritchie’s Tip: For security, the temporary password is only shown once. Make sure you send it to the new user right away! They will be required to change it on their first login.

Editing a User’s Assignments

You can change a user’s roles and which teams they belong to.

1. Find the user in the list and click the Edit User icon on their tile.
2. In the “Review User” modal, you will see their current assignments under the “User Assignments” section.
3. To add a new role or team assignment, click the Add Assignment button.
   • Select a Role from the dropdown.
   • If the role is team-specific (like User or Team Leader), select a Team.
   • Click Add.
4. To remove an assignment, click the X on the assignment chip.
5. Click Save Changes to apply your updates.

Deleting and Restoring a User

When a user no longer needs access, you can delete their account.

• To Delete a User:

  1. Click the Edit User icon on their tile.
  2. In the modal, click the Delete User button.
  3. Confirm the deletion. The user’s account will be deactivated.

• To Restore a User:

  1. Deleted users appear at the bottom of the user list.
  2. Click the Edit User icon on the deleted user’s tile.
  3. In the modal, click the Restore User button. The user’s account will be reactivated.

Note: Deleted users are kept in the system for a set period (e.g., 7 days) before being permanently removed. During this time, they can be restored. After this period, you will need to create a new account for them.