Manage a User
Manage Company Users
Change User Company Role
Change a company-level user role.
Go to the Users tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Edit.
A pop-up window will appear.
Select a new role from the Role drop-down menu.
Click the Save button to apply the changes.
The user will receive a notification email.
Change User Company Permissions
Add access rights that go beyond the company role's default restrictions.
Go to the Users tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Edit.
A pop-up window will appear.
Select one or multiple permissions from the Permissions drop-down menu.
Available permissions depend on the selected role.
Click the Save button to apply the changes.
The user will receive a notification email.
Resend Invitation to a Company User
Resend the invitation to users who haven't accepted it before the link expires.
Go to the Users tab.
Select the checkbox next to the user with Not accepted status.
A pop-up window will appear.
Select Resend invite.
The user will get an Invited status and will receive an email with a sign-up link for the company.
The confirmation link expires in 24 hours.
Delete a Company User
Remove a user from the company workspace.
Go to the Users tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Delete.
A pop-up window will appear.
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.
Show / Hide Deleted Company Users
Show or hide deleted users in the company users list.
Go to the Users tab.
Click the Filter button.
A pop-up window will appear.
Select No from the Archived users dropdown menu to hide deleted users.
Select Yes from the Archived users dropdown menu to show deleted users.
Click the Apply button to save the changes.
Restore a Company User
Restore a deleted user to the company workspace.
Go to the Users tab.
Select the checkbox next to the user with Deleted status.
A pop-up window will appear.
Select Restore.
The user will get an Invited status and will receive an email with a sign-up link for the company.
The confirmation link expires in 24 hours.
Show User Profile
Show detailed user information.
Go to the Users tab.
Click the user's name.
A new window will appear.
Click Edit to change the user role, update permissions, or add a note in the Administrator information fields.
Navigate to User Projects
Display the Projects where the user is a Project team member.
Go to the Users tab.
Click the number in the Projects column next to the user.
Show the Projects column: click … → enable the Projects toggle → click Apply.
A list of Projects for that user will appear.
Navigate to a User
Go to the same page as the user.
Click the user avatar in the header.
You won't be able to access the user if they're on a page you can't access.
Manage Project Users
Change a User Project Role
Change a project-level user role from Participant to Project Owner.
This role can be assigned to another user who has Team and Users permissions.
Open a Project and go to the Team tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Assign as owner.
The user will receive a notification email.
The changes will be saved automatically.
Change User Project Permissions
Add access rights that go beyond the company role's default restrictions in a specific Project.
Open a Project and go to the Team tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Edit.
A pop-up window will appear.
Select one or multiple permissions from the Permissions drop-down menu.
Click the Save button to apply the changes.
The user will receive a notification email.
Delete a Project User
Remove a user from the Project team.
Open a Project and go to the Team tab.
Select the checkbox next to the user.
A pop-up window will appear.
Select Delete.
A pop-up window will appear.
Click the Delete button to confirm an action.
The user will be removed from the Project but will remain a company user.
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