Manage Users

Account admins manage the users of a company account under Settings. Click your company name at the top of the sidebar and choose Users and Roles, or Invite people to go straight to the invite form.

Users

The Users tab lists everyone on the account with their role, whether 2FA is on, and whether the user is active. Use the filter to search by user, role or last activity.

Invite users

1. Click Invite new user
2. Enter the Invite email
3. Under User Priviledges, select a role (see Roles and Privileges)
4. OPTIONAL: click Add another to invite more people at once. Click the trash icon to remove a row.
5. Click Send invitation

Invitations that haven’t been accepted yet are listed under Pending Invites, with when they were sent and when they expire. Click Resend to send an invitation again, or Revoke to cancel it.

Edit a user

1. Select a user in the list
2. Change their Full name, Email or Role
3. Click Save

In the same dialog:

• Active turns the user’s access on or off. You can also use the switch in the Active column of the list. You can’t deactivate yourself.
• Delete removes the user from the account after you confirm.
• Reset password sends the user an email to reset their password.
• 2-Factor Authentication appears only on your own user. See 2FA.

Roles and Privileges

There are three roles. Each one can do everything the roles to its left can do.

Anyone can reset their own password from the login page. Account admins can turn on two-factor authentication for their own login from Users; other roles set it up when they log in, if your account requires it.