User Management

Manage your company's users and control who can access the platform.

In order to manage the users, go to your company profile page by clicking on your user tag in the top left corner, then click "Your Company" from the dropdown. Next, click on the "Users" tab at the top of the page.

Note that you may also manage the users of each one of your customers by accessing the customer account profile page.

Create new user

In order to create a user, click on the "Add User" button at the top of the page or use the "Control" and "+" keyboard shortcut. 

A side panel will be shown with a form to complete:

• Email Address - This is the email address that will be used for logging in to the platform. The email address must be unique and cannot be used again, even between different company accounts in your platform. In order to re-use an email address, the previous user must be deleted before creating a new user with the same email.
• First and Last names - will be used for display purposes on the platform
• Sign-in State - control the user access to the platform (read more on "Restricted user access")
• Role - set the role of the user to control access to different modules of the platform (read more on "Restricted user access")
• Contact information - used for contacting the user

Once the form is ready, click on the "Create" button at the bottom of the side panel in order to create the user.

An email notification will be automatically sent to the new user email address in order to invite them to the platform together with instructions for setting their password for the first time.

Edit a user

In order to edit a user, click on the user name to open the side panel with the user details. You may modify any available field and then click the "Save" button at the bottom of the side panel to save your changes.

You may change a user role only for roles with lower accessibility than your own. 

Deleting a user

In order to delete a user, click on the user name to open the side panel with the user details. Then click on the "More Options" button with the 3-dots icon, next to the user email at the top of the page. Next, choose the "Delete User" option from the dropdown.

In order to delete a user you must be a "Site Administrator" (read more on "Restricted user access"), and the company must have at least 1 user with the role of "Site Administrator".