User administration guide

In this video, we will take a look at how to manage users such as adding users and checking if users are active and how to deactivate users if needed. Please note that this for user admins only.

1. Access the User Management Area: From the main dashboard, click the menu on the left-hand side. If it’s collapsed, click the expand button, then select “Users.”

2. Add a New User: Click “Add User” at the top. Enter the user's work email, assign them a role, and make sure the Status is set to “Yes” to activate the account.

3. Understanding Status: The Status field determines whether the account is active. Set it to “Yes” to allow access, or “No” to deactivate it. This is useful if someone leaves the company and should no longer access the platform.

4. Edit or Deactivate Users: To update a user’s details or deactivate their account, click the Edit icon, change their name, email, or status, and click “Update.” If deactivated, their account will be grayed out and access will be blocked immediately.

5. Find Company Admins: To view admin users, click your initials or profile photo in the top-right corner, then go to “Company Settings” > “User Settings.”

6. View Admins: In the “Admin Users” tab, you'll see a full list of all admin users within your company.

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