Adding and removing users

This topic describes how to add/invite or remove users.

Prerequisites

  • You must have Manager or Administrator access.
  • Managers can create additional user accounts with the same or lower privileges. Only Administrators can create additional Administrator user accounts.

Instructions

Adding/inviting a user

  1. From Account > Users, click +New.

    new_button.png

  2. In the Users section (top left), enter the user's preferred email address and then click on the plus_sign.png (plus sign) to add it.

    new_user.gif

  3. Choose a role to define the actions the user is permitted to perform.

    • Administrator
    • Manager
    • Editor
    • Creator
    • Read-only
    • Lite

  4. In the Group Membership section (lower left), select the user's group membership if groups have been created.



  5. In the Organization Access section (lower right), search for and select one or more organizations that you want the user to have to access to.

    add_organization.png
    Important. You must add at least one organization before leaving this screen. Check the Allow All Organizations box if you want to give them automatic access to all future organizations.
  6. Click Save.

After you click Save, the user will get an email invitation with a pre-loaded invitation message. If an invitation link expires, you can resend the invite.

The new user will be listed in the Account > Users list by email address. Users with pending invitations display "Invited User" as their username. The (Resend Invitation icon) is also shown. When the user accepts the invitation, "Invited User" is replaced with the user's name and the Resend Invitation icon disappears.

Removing a user

  1. Navigate to Account > Users.
  2. Click on the Delete (trash can icon) link found in the listed view.

After you click Delete, the user will not be able to sign in. Although the user account is deleted, you can still find a record of the user's actions in activity logs.

 

Notes

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