Users with higher-level permissions can create, edit, or delete other users. As a higher-level user, you can grant or edit another user's specific role(s) with system permissions associated with it.

Step-by-Step

Create User

  1. Click the organization dropdown and select the specific organization to which you want to add the user.

  2. From the main menu, click (or tap) Users.

  3. Click Create User.


  4. Enter required user details, and click Select Role to select the user's role. Roles vary by project.

  5. Click Create User.

    A success message appears.

Edit User Details

You cannot edit a user's organization or role. To update those details, you must delete, and then, recreate the user.

  1. From the main menu, click Users.
  2. Scroll to find the user or search for his or her name, and click it.

  3. Click Edit.

  4. Update user details, and click Save.

    A success message appears.

Delete User

When you delete a user from a higher-level organization, the system deletes them from all lower-level organizations as well.

  1. Click the organization dropdown and select the specific organization from which you want to delete the user.

  2. From the main menu, click Users.
  3. Scroll to find the user or search for his or her name, and select it.
  4. Click Delete. You can also resend an invite to the user.

  5. Click Confirm.

    A success message appears.

    Authorized users can reactivate a previously-deleted user.

    1. From the main menu, click Users.

    2. Click Create User.

    3. Enter the previously deleted user's email address.

    When reactived, the previously-deleted user's status appears as Active when the user has signed back in.

For a tabbed view of creating and managing data, see Create, Edit, or Delete Data.