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Manage Users

R
Written by Ruby Lin
Updated over 2 months ago

Once you are on the User page (see Access the Users page), you’ll find users listed in two separate tabs that show users at different stages of their onboarding. Actions available in each tab depend on the user's status. See below for what’s available in each:

The Users page is split in two tabs/lists:

  • Existing users: individuals who have already accepted their invitation and have access to your Organisation

  • Invited users: individuals who have been invited but have not yet signed up and activated their account

Existing Users

The Existing tab shows all users who currently have access to your Organisation, listed in a table (see Navigate Tables). From here, Admins and Account Owners can:

  • Deactivate a user: remove their access without deleting them (see Deactivate a User)

  • Archive a user: permanently remove them from the Organisation (see Archive a User)

  • Edit a user: update the role of an active user (see Edit a User)

Invited Users

The Invited tab displays all pending invitations, listed in a table (see Navigate Tables). From here, Admins and Account Owners can:

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