Once you have defined roles (if you have any), you can move on to adding colleagues from your team or your company.
You will find the Users segment under Account Management, in the Menu on your left.
Adding new users
The first and only user you will see in the Users dashboard is yourself. To add new users, go to the Create new user button in the top right corner.
Creating a new user means sending them an invitation email and assigning them a role they will have in your team.
After inserting their Name, the second mandatory field is the Role. If you have created multiple roles, they will be available in the dropdown menu after you select the textbox. If you don’t have any roles, the only one you will be able to select is Admin.
If you wish to personalize the invitation, you can add an Invitation note, but it is not mandatory.
When you are finished setting up a new user, you can either click the Create button to send the invitation or the Cancel button in case you’ve changed your mind.
If you click the Cancel button by mistake, a pop-up window will open just in case, so you won’t risk losing your data.
Managing users
Your users won’t become active until they accept your invitation from their email. Until then, you will be able to Revoke the invitation by hitting the second icon under Actions on the right side of the dashboard, or to change the Role of a user by clicking the edit icon.
At all times, you will be able to Deactivate the user by clicking the pause icon, or to add a new user by following the steps we’ve described above.
The Users dashboard allows you to see 4 different views of the entire team - All, Pending (haven’t accepted the invitation to join yet), Active or Inactive.
For each user, you will be able to see their User name, status, email, and role you’ve assigned them. You will be able to edit or remove users based on your workflow needs, and adapt as they change.