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Administrator - How to Manage Users

This article guides you on managing users after they have been invited to the platform.

In this article, you'll learn how to:

  • Edit users – assign or update roles

  • Deactivate or delete users

To invite users to access the platform, please refer to this article.

If the user already exists - has accepted the invitation - and you need to update their role or user details, all the information you need can be found in this article.

How to Assign or Update Roles for a User:

  • Navigate to the Organization section, then select Users.

 

  • Select the user you want to update, then click on the pencil icon to begin editing.



  • To delete a role: Click the X icon next to the role.
  • To add a new role: go to the Roles section and select the desired role from the dropdown list. A user can have multiple roles assigned simultaneously.

  • Don’t forget to click Save to apply your changes.

How to delete or deactivate a User:

When you deactivate a user, they will no longer have access to the platform.

Deleting the user is unnecessary if they have already been deactivated.

Deleting a user will require them to be reinvited to the platform if they need access again. In contrast, deactivating a user allows you to reactivate their account later, enabling them to log in with their existing credentials.
  • Once you are in the Users section, use the Active toggle to activate or deactivate a user.
  • To delete a user, click the trash icon.