> For the complete documentation index, see [llms.txt](https://help.parta.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.parta.io/workspace/set-users/manage-a-user.md).

# Manage a User

Manage company users and project teams.

## Manage Company Users

### Change User Company Role

Change a company-level user role.

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FB498o8ioWiqA4xAVFzod%2FManage_a_User.03%20(1).png?alt=media&amp;token=a209658e-05f8-4d03-86cf-739d9ecffb05" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FLBxrRvP2EioNxFircJUS%2FManage_a_User.04.png?alt=media&amp;token=62843bb7-aef4-4499-8ced-84a51570ebb1" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FB498o8ioWiqA4xAVFzod%2FManage_a_User.03%20(1).png?alt=media&amp;token=a209658e-05f8-4d03-86cf-739d9ecffb05" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FFsf4sfCuFcjebGfQzL2w%2FManage_a_User.05.png?alt=media&amp;token=c8307989-6aec-456a-a858-3c3bcdc5028e" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FIKWMngC5sN0tGplpDeoo%2FManage_a_User.06.png?alt=media&amp;token=2862f6d9-b78d-4e4e-a834-5916487f0a69" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FKC2bQkfidX4Is1uNyxKq%2FManage_a_User.07.png?alt=media&amp;token=46262530-252d-4f4a-a4d4-8b913e707814" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FTeqduDC1er0fPZaJNKrB%2FManage_a_User.03.png?alt=media&amp;token=40f539cf-9c4a-40c4-8d97-8e063a4c872e" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F4aGjowP2u5y11D0cjoBV%2FManage_a_User.10.png?alt=media&amp;token=3e4ab818-345b-4a12-8cb7-d39f28d55723" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FHttDayyZHBySqxIa2Iy9%2FManage_a_User.11.png?alt=media&amp;token=14887e34-6b44-40e2-a671-bcf26edcc710" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FO5RPeseOMC3sdPP7n1Hi%2FManage_a_User.12.png?alt=media&amp;token=d1cffc4d-f0e2-437e-966d-34810f0a706a" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F20eMj0hCkUAA8PigQxJZ%2FManage_a_User.13.png?alt=media&amp;token=4c9869a7-11e0-413a-99a5-b2d1f679ca6b" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FGIHfnTZjZcHlNhxZzaf6%2FManage_a_User.14.png?alt=media&amp;token=a38028e3-3d2d-4e9d-b7fa-8307307d5f51" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F4Q02FU44UamtFAtIYLeY%2FManage_a_User.15.png?alt=media&amp;token=e49ac143-919d-48cf-a15d-375a34758c12" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F4bKkRm7OMW0dsryIT7r3%2FManage_a_User.16.png?alt=media&amp;token=0d613d64-d5d8-4526-8b22-012bb8e10729" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FVeCC62zUIaDLBvlf7ce8%2FManage_a_User.17.png?alt=media&amp;token=55e15a45-fe2d-4ee1-877f-a39139b8a14a" 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="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FcJZ0VQ461rcb6fsYLI7r%2FManage_a_User.18.png?alt=media&amp;token=96801f7a-0fda-4f59-9d50-aa7463709e1f" 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 %}
