# Manage a User

## Manage Company Users

### Change User Company Role

Change a company-level user role.

<figure><img src="/files/SjVWnLxHDFiLgEWIR7dI" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Edit**.

A pop-up window will appear.

<figure><img src="/files/ax5hKf2tOMAghcZRXGbC" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select a new role from the **Role** drop-down menu.
{% endstep %}

{% step %}
Click the **Save** button to apply the changes.

The user will receive a notification email.
{% endstep %}
{% endstepper %}

### Change User Company Permissions

Add access rights that go beyond the company role's default restrictions.

<figure><img src="/files/SjVWnLxHDFiLgEWIR7dI" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Edit**.

A pop-up window will appear.

<figure><img src="/files/lgnozfuC0mHnJT23oxw8" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select one or multiple permissions from the **Permissions** drop-down menu.

Available permissions depend on the selected role.
{% endstep %}

{% step %}
Click the **Save** button to apply the changes.

The user will receive a notification email.
{% endstep %}
{% endstepper %}

### Resend Invitation to a Company User

Resend the invitation to users who haven't accepted it before the link expires.

<figure><img src="/files/ccxOxSI3chU7FYNllgzn" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user with **Not accepted** status.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Resend invite**.

The user will get an **Invited** status and will receive an email with a sign-up link for the company.

{% hint style="danger" %}
The confirmation link expires in 24 hours.
{% endhint %}
{% endstep %}
{% endstepper %}

### Delete a Company User

Remove a user from the company workspace.

<figure><img src="/files/kJQf8ovMW39qqGup2OKX" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Delete**.

A pop-up window will appear.
{% endstep %}

{% step %}
Click the **Delete** button to confirm an action.

The user will get a **Deleted** status and will be removed from the company.

The user will receive a notification email.
{% endstep %}
{% endstepper %}

### Show / Hide Deleted Company Users

Show or hide deleted users in the company users list.

<figure><img src="/files/BrhIx2si5gQoKQ7yvJpc" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Click the **Filter** button.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **No** from the **Archived users** dropdown menu to hide deleted users.
{% endstep %}

{% step %}
Select **Yes** from the **Archived users** dropdown menu to show deleted users.
{% endstep %}

{% step %}
Click the **Apply** button to save the changes.
{% endstep %}
{% endstepper %}

### Restore a Company User

Restore a deleted user to the company workspace.

<figure><img src="/files/mRC4L2U5vabzRyegwCK4" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user with **Deleted** status.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Restore**.

The user will get an **Invited** status and will receive an email with a sign-up link for the company.

{% hint style="danger" %}
The confirmation link expires in 24 hours.
{% endhint %}
{% endstep %}
{% endstepper %}

### Show User Profile

Show detailed user information.

<figure><img src="/files/D8UohqoQfjRzfkRrxaD8" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Click the user's name.

A new window will appear.

{% hint style="success" %}
Click **Edit** to change the user role, update permissions, or add a note in the **Administrator information** fields.
{% endhint %}
{% endstep %}
{% endstepper %}

### Navigate to User Projects

Display the Projects where the user is a Project team member.

<figure><img src="/files/vPW6NVGHEMaaiwWx2g20" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Click the number in the **Projects** column next to the user.

{% hint style="success" %}
Show the **Projects** column: click **…** → enable the **Projects** toggle → click **Apply**.
{% endhint %}

A list of Projects for that user will appear.
{% endstep %}
{% endstepper %}

### Navigate to a User

Go to the same page as the user.

<figure><img src="/files/4d5PHehOjLAQij6dG0kB" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Click the user avatar in the header.

{% hint style="warning" %}
You won't be able to access the user if they're on a page you can't access.
{% endhint %}
{% endstep %}
{% endstepper %}

## Manage Project Users

### Change a User Project Role

Change a project-level user role from Participant to Project Owner.

{% hint style="success" %}
This role can be assigned to another user who has **Team** and **Users** permissions.
{% endhint %}

<figure><img src="/files/YvMeUlSFpQHBhZYrZqfK" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
[Open a Project](https://help.parta.io/project-general-settings/set-a-project/manage-a-project) and go to the **Team** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Assign as owner**.

The user will receive a notification email.

The changes will be saved automatically.
{% endstep %}
{% endstepper %}

### Change User Project Permissions

Add access rights that go beyond the company role's default restrictions in a specific Project.

<figure><img src="/files/zyr6obutIJ1YNB23erw8" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
[Open a Project](https://help.parta.io/project-general-settings/set-a-project/manage-a-project) and go to the **Team** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Edit**.

A pop-up window will appear.

<figure><img src="/files/NILJTCJZz2dUIeg7CgrQ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select one or multiple permissions from the **Permissions** drop-down menu.
{% endstep %}

{% step %}
Click the **Save** button to apply the changes.

The user will receive a notification email.
{% endstep %}
{% endstepper %}

### Delete a Project User

Remove a user from the Project team.

<figure><img src="/files/3cyjBRqcXJduxHIVLL2k" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
[Open a Project](https://help.parta.io/project-general-settings/set-a-project/manage-a-project) and go to the **Team** tab.
{% endstep %}

{% step %}
Select the checkbox next to the user.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Delete**.

A pop-up window will appear.

<figure><img src="/files/IpbIrNvrlyU35y0EDU9l" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click the **Delete** button to confirm an action.

The user will be removed from the Project but will remain a company user.
{% endstep %}
{% endstepper %}


---

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