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Add/Edit Users in User Management

Easily manage your team by adding or editing users in the User Management section.

Masa Sasaki avatar
Written by Masa Sasaki
Updated over 10 months ago

Steps to Add or Edit Users

  1. Navigate to User Management:

    • Click My Org in the main navigation bar.

    • Select Users from the dropdown menu.

  2. Add a New User:

    • Click the Add User button.

  3. Fill User Information:

    • Enter the user’s First Name, Last Name, and Email Address.

    • Optionally, add Internal Tags (up to 5) to categorize the user for easy filtering (e.g., "UX Team" or "NYC Office").

    • Enable the Import Publicly Available Data option to populate the user’s profile (e.g., bio, work history, and social links) automatically. This action will use 1 credit.

  4. Save the User:

    • Once all fields are complete, click Invite to save the user and send an invitation email.


Additional Notes 📌

  • Change Visibility Settings:

    • Admins can hide or make the user’s profile publicly viewable from the action menu (three dots on the right side of the table row).

  • Resend Invitations:

    • If the invitation email wasn’t received, you can resend it via the action menu.

  • Deactivate Users:

    • Prevent users from accessing the workspace by deactivating them through the action menu.

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