Summary: users can be added by administrators under the Settings tab, if you're on a Pro or Enterprise plan. You can edit permission and access levels and remove users at any point.
What this article covers
Note: adding more than one user to your account is only available on Pro and Enterprise plans.
Inviting a user to HandsHQ
Users are managed from the 'Users' section in the Settings tab. If you have multiple divisions, the primary division houses the user settings.
Whether you want convert an existing personnel record, or add a brand new person to your list of users, the overall process is the same.
Navigate to the Settings tab > Users
Click 'Add user' in the right hand corner
❓ Can't find the 'Users' tab? Please check these steps
Type in the email address for the user you want to add
Pro tip! If the email is used on an existing Personnel profile, you can select their profile from the dropdown to automatically fill in their details
If the email doesn't already exist, the system will prompt you to fill in the user details from scratch
For accounts with one division only, the user section will look slightly different:
Assign access and permissions
In short, administrators can do and see everything on the whole account. Users can also have tailored permissions and restricted division access.
Send the invite!
Click 'Add user' on the bottom right - this automatically sends the email invite to the user
Congrats! Your new user has been created. 🥳
❓ Invite not received? Please check these steps first!
Editing or removing a user
You can change a user's permission and access levels at any time. Admins can:
Edit user
Remove user
Resend invite (if pending/expired)
Simply click the three dots on the right '...' on the user profile you want to manage.
Further resources
Something gone wrong? Check the FAQ and troubleshooting guide
Note: adding more than one user to your account is only available on Pro and Enterprise plans.