Working with Users
- Kimberly Onnen
The Users card is accessed on the Admin dashboard. The card displays the number of Company Users and Invited Users. Invited Users are users who have been invited but have not accepted the invitation.
Viewing Users
The default view sorts Users alphabetically by their email address. Select any of the headers to change the sort.
Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the User card, select Manage Users to display a list of Users.
If a User has been invited but does not have an account yet, their status displays as Invited.
Inviting a User
Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the User card, select Manage Users.
Select the Invite User icon.
In the Invite User window, enter the User's Email Address and select their Role.
Select Create.
If the User does not have an account set up, the User:
Receives an email invitation with a SIGNUP hyperlink.
Will need to sign up for an account. The User's account will be verified and an email is sent when the account is active.
The User can then log in.
If the User does have an account, the User:
Receives an email indicating that they have access to the Company.
Will see the Company in their account after they sign in.
Resending an Invitation
If a user without an account has not accepted the invitation, you can resend the invitation from the Users page.
Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the User card, select Manage Users.
Select the ellipsis icon to the right of the Invited user.
Select Resend Invite.
Changing a User's Role
Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the User card, select Manage Users.
Select the ellipsis icon to the right of the user.
Select Manage User.
Select a different Role.
Select Save.
Removing a User's Company Access
There may be an occasion to remove or revoke a User's access to a Company. Only Admin users have access to this capability.
Users cannot remove themselves from a Company or delete their User Account.
Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the User card, select Manage Users.
Select the ellipsis icon to the right of the user and then select Remove User.
The Company will no longer appear in the User's overview.