This page offers simple, step-by-step instructions to help you manage your users. From creating a new user, resending an invite, to deleting or editing an existing user, this guide has you covered. Keep this page handy as a reference for all your user management needs.
Create a new user
To add a new user to your organisation, begin by accessing the ‘Settings’ menu located on the left-hand navigation bar.
In ‘Settings’, find and select ‘Users’. This action will take you to a page where you can manage all the users within your organisation.
Look for a button labelled ‘Create user’ on this page. Clicking it will initiate the process of adding a new user.
An input form will appear asking for details about the new user. Fill in the required information, including first and last name, email address, description, and their role within the organisation. Then, click on ‘Save’ to confirm the new user.
An invitation will be sent to the provided email address, inviting the new user to join your organisation on the platform.
Resend an invite to a new user
To resend an invitation to a new user, select ‘Settings’ from the left-hand navigation bar.
Next, navigate to the ‘Users’ section within ‘Settings’. This will display a list of users associated with your organisation.
Locate the user to whom you’d like to resend the invitation. Next to their name, click on the three horizontally aligned dots to open a dropdown menu.
Choose ‘Resend Invite’ from this menu. A new invitation email will be generated and automatically sent to the user’s email address.
Delete an existing user
To remove an existing user, navigate to the ‘Settings’ option in the left-hand navigation menu.
Click on the ‘Users’ section within ‘Settings’. This will display a list of users linked to your organisation.
Identify the user you wish to remove. Next to their name, click on the three horizontally aligned dots to reveal a dropdown menu.
Select ‘Delete User’ from this menu. A confirmation prompt will appear, asking you to confirm the deletion.
Click ‘Confirm’ on this prompt to finalize the deletion.
Edit an existing user
If you want to edit an existing user’s details, start by going to the ‘Settings’ option in the left-hand navigation menu.
Within ‘Settings’, find and select the ‘Users’ section. This will display a list of all users associated with your organisation.
Find the user whose details you want to edit. Next to their name, click on the three horizontally aligned dots to open a dropdown menu.
Select ‘Edit User’ from this menu. A new screen will open, presenting fields with the user’s current details. You can edit the user’s first name, last name, description, or role here.
Once you’ve made the necessary changes, click ‘Save’ to update the user’s information.
