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How to add and manage users in your HandsHQ account

Invite and manage your team in HandsHQ

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over 3 years ago

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

  • 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

Note: adding more than one user to your account is only available on Pro and Enterprise plans.

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