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Managing User Designations and Checking Pending Invites for Compliance

Manage Users, Designation Types, and Pending Invite Status

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Written by Lockwell Support
Updated today

The Manage Users tool in the Lockwell Admin Dashboard helps ensure your team is secure, compliant, and fully accounted for. Lockwell will send admins a monthly compliance reminder that highlights any users in a Not Designated state and tracks who still needs to be onboarded.

Steps to Manage User Designations

  1. Log in to the Lockwell Admin Dashboard at lockwell.co.

  2. Go to the Team page.

  3. Click Manage Users.

You’ll now see a synced list of users in your workspace and their designation statuses.


Understanding Designation Types

Each account should be clearly assigned one of the following types:

  • Active User – A person who is using Lockwell or will be invited to do so.

  • Team-Owned Account – Shared accounts such as info@, support@, or sales@. These should be owned/maintained by someone internally.

  • Pending Decommission – Accounts for users no longer with your org; mark these to deactivate once files/folders are reassigned.

Note: You should have 0 users in the "Not Designated" status at all times.


How to Edit Designations

  1. Find the user by name or email in the list.

  2. Under the Type column, open the dropdown.

  3. Select the appropriate designation:

    • Active

    • Team-Owned

    • Pending Decommission

  4. If applicable, assign ownership (e.g. assign appstore@test.com to Michael).

  5. Once all users are designated, click Save.


Reviewing User Statuses

After saving, users will be categorized:

  • Active – Fully onboarded and protected

  • Suspended – Users that are locked out of using Lockwell

  • Pending – Users invited but not yet onboarded

Encourage invited users to download the Lockwell app so their device and credentials are secured. All users that have received an invite should follow the onboarding steps within the app.


Monthly Compliance Reminder

Lockwell sends a report every month that includes:

  • Users in the Not Designated state

  • Pending invites who haven’t completed onboarding

Your goal: Keep Not Designated at 0, and follow up with pending users to finish onboarding.

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