Adding users to your team in Elate helps everyone stay aligned on your strategic plan and promotes transparency. As you begin to add users to the platform, try to familiarize yourself with the different permission levels Elate offers. Check out our article here on the different permission roles in Elate!
Adding Users
To add new users, open the settings menu by clicking your name in the bottom left corner of Elate.
After opening the settings menu, select User Management.
You will be taken to the user management section of settings where you're able to add users, edit users, and see the last login for users. From here, select the blue +Add New User button.
After clicking +Add New User, enter the necessary information to add a user. You can enter:
First name (Required)
Last Name (Required)
Email (Required)
Organization Role (Required)
Title (Optional)
Additionally, you're able to assign users to teams they are involved with by clicking Add to Team and assigning them to the appropriate team. Don't worry if you aren't ready to add them to a team just yet, you're able to add them to teams at any time! If you want to learn more about managing teams in Elate, read this article about Setting Up Your Teams.
When you have all the information added for this user, click Add User and the user will receive the below email invitation to Elate to set up their account!
Editing Users
From the same User Management page, you are able to edit any information for users you have added into the platform. Select the 3 dot menu next to a user then you are able to select the Edit option.
You are then able to make any changes to the user's name, title, or organization role. Please note you will not be able to change their email.
Once you're done, select the blue Save button in the bottom right corner. Your changes will now be reflected in the platform!
Commonly Asked Questions
Q: Can I delete a user?
A: Yes! To delete a user, go to the User Management page in settings. Select the 3 dot menu next to the user you want to delete then select the Delete option. You will be asked to confirm you want to delete the user by selecting the red Delete button from the pop up. Once you select the red Delete button, the user will be deleted. Please note that if you want to restore this user in the future you will need to reach out to Elate Support to restore them.