The User Management Section allows you to manage user access to Pilotis Forms and their permission.
To access the User Management section, click on Settings form the left side-menu. Once in the Settings section, click "Users".
How to Invite a New User
From the User Management page, click the "Invite New User" button.
Enter the email address of the user you wish to invite.
Click Invite Users.
The system will then send out an email to the specified email address with a link allowing them to join your organisation.
How to View Existing User Invites
From the User Management section, click the "Invitations" tab. This will show you all the pending invitations.
How to Re-Send an Invite Link
To re-send an invite link, navigate to the Invitations section and click "Copy URL" against the required user. You can then send this URL to the user via email, message, etc.
How to Delete a User Invite
To delete a pending user invite, navigate to the Invitations section and click "Delete" against the required user. This will then prompt you to confirm the deletion. Click Delete again and the invite will be deleted.
How to Update an Existing User Account
To make updates to an existing user account, firstly open that specific user account. To do this, from the User Management section, navigate and click on the specific user you want to update.
How to Toggle a User Licence
From the users account, navigate to the Details tab and click the Allocate User Licence toggle on/off as required.
How to Update the Users Roles
From the users account, navigate to the Roles tab. This will present all the existing Roles that you have set up within Pilotis Forms.
Assign a New Role to the User
To assign a new role to the user, click "Add" under the Options column against the role you wish to assign.
Remove an existing Role from the User
To remove an existing role from the user, click "Remove" under the Options column against the role you wish to remove.
How to Update the Users Teams
From the users account, navigate to the Teams tab. This will present all the existing Teams that you have set up within Pilotis Forms.
Assign a New Team to the User
To assign a new Team to the user, click "Add" under the Options column against the Team you wish to assign.
Remove an existing Team from the User
To remove an existing Team from the user, click "Remove" under the Options column against the Team you wish to remove.
How to Remove an Existing User
To remove an existing user from the system, follow the below steps:
Navigate to the user account you wish to remove.
Ensure the user does not have a licence allocated. If they do, un-allocate the licence.
Click the Delete button in the top right.
Click Delete to confirm to remove the user from the system.