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Adding, editing, and managing users

The Users area lets administrators add new users, assign roles and manage existing accounts, including editing details, deactivating users and re-enabling accounts.

Who can use this?

Client Admins.

Before you start

  • Make sure you have permission to manage users.
  • Have the new user's work email address ready.
  • Decide which role or roles they need. In paying organisations you can choose Approver, Author or Project Admin; to make someone a Client Admin, contact Intuety support. In sponsored (non-paying) supplier organisations you can choose Author or Client Admin. Roles are additive, so one person can hold several. See Understanding Intuety platform user roles.

How do I add a user?

  1. Open the left-hand menu and, under Administration, select Users.
  2. Search the list first to check the user does not already exist.
  3. Select the Create button, then Invite User. The Add User window opens.
  4. Enter the user's email address.
  5. Tick the role or roles they need.
  6. Set Account Status to Enabled (or Disabled if they should not have access yet).
  7. Select ADD. The user will receive an invitation email to set up their account.

Can I add several users at once?

Yes. Client Admins can import up to 200 users from a CSV file. Select the Create button, then Import users from CSV. See How to import users from a CSV file (Link).

How do I edit, deactivate or re-enable a user?

  1. Go to Administration > Users.
  2. Search by name or email, or use the role filter.
  3. Select the green ID card icon to open Edit User. Here you can update first name, last name, email, roles and Account Status.
  4. To deactivate a user, select the red icon with an X, then select Deactivate to confirm.
  5. To re-enable a deactivated user, select the green Reactivate user icon in their row, then select Reactivate to confirm.
  6. In Edit User, select UPDATE to save, or CANCEL to discard changes.

How do I check it worked?

Search for the user in the Users list and check the role and status shown in the table.

Common questions

  • The user cannot see a project: all users can see their own company's projects. If they are from a subcontractor, their company needs adding to the project. See I cannot see the project I am looking for?.
  • The invite has expired: users still waiting to accept show as Invite Pending in Users. Select Resend in their row, then confirm with Resend in the Resend Invite window. See My account invite email has expired? (Link).
  • Client Admin is not shown in Add User: this role may need to be assigned separately. Contact Intuety support if you need it adding.
  • A user is locked out: they can reset their password with Forgot password?, or you can re-enable their account. See How to unlock or reactivate a locked account.
  • Adding users to a subcontractor: subcontractor users are managed by their own Client Admin, or from the Supply Chain portal using Send Invite.

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Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.