Managing users in Polar is essential for maintaining secure and efficient team collaboration. Whether you're adding new team members, removing inactive users, or assigning appropriate roles, keeping your account organized helps ensure smooth operations.
In this guide, we'll cover:
How to invite new users and assign their roles.
How to remove or delete users.
How to manage user roles and permissions.
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Inviting Users
To invite new users to your account:
Go to the User Page:
From the Users tab:
Click on +Invite User.
Add User Email:
Enter the user's email address in the provided text box.
Assign a Role:
Choose from any of the available roles.
Send Invitation:
Click Send invitation to confirm and send the invite
✅ Important:
Each invited user will receive daily reports by default. They can opt out later if needed.
To avoid creating multiple accounts, it's best to invite team members rather than having them sign up on their own.
Deleting/Removing Users
To remove a user from your account:
Go to the User Page:
Search for the User:
Locate the user you want to remove.
Delete the User:
Click the 🗑️ trash can icon next to the user's name.
Assigning Roles
You can assign roles when inviting new users or update their roles later.
Available Roles
You can view a complete list of available roles and their associated permissions, including instructions on creating Custom Roles, here: User Roles and Permissions
To update a user's role:
Go to the User Page:
Find the User:
Locate the user whose role you want to change.
Update Role:
Select the appropriate role from the dropdown menu.
FAQs
How many users can I invite?
How many users can I invite?
You can invite as many users as needed, at no additional cost. Simply go to your account settings and add them under the Users tab.
Will changing the timezone or currency affect all users?
Will changing the timezone or currency affect all users?
Yes, the timezone and currency settings are applied at the account level and affect all users. These settings can only be modified by an Admin.
Can I change a user's email address after inviting them?
Can I change a user's email address after inviting them?