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User Management: Add, Edit, Remove Users
User Management: Add, Edit, Remove Users

Organization Admins: learn how to manage users

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a week ago

This guide will show you how to add, manage access, and delete users via the User tab for Organization Admins.

Video Walkthrough

Add a New User

To add a new user to your organization:

  1. Click the "Add User" button

  2. Select "Manually"

  3. Enter a name and email address. Make sure that there are no spaces or hidden characters if pasting an email address, " " won't be accepted.

  4. Click Add New User

Note: If this user should be an Organization Admin, please contact us via the chat support bubble or email

Adding Companies

To add Companies to a user:

  1. Use the search field and select all the desired Companies

  2. Click the + icon to add them to the user

Adding & Editing Role Permissions for a User

#1: Update Companies

  1. Click on a company ribbon, or click "Expand All" to open up company roles

  2. Set permissions as desired

#2: Update Multiple Companies

  1. Click "Edit Multiple" button

  2. Using the multi-select dropdown, select the companies or "all" to update

  3. Set permissions as desired

  4. Click "Apply" to make the changes to all companies selected

Searching & Sorting Users


To search existing users within your company, type either their name or email address into the search bar.

โ€‹Sort Users
Click the arrows to the right of a column

Download CSV of Users

To see a list of users in your Organization, click the download CSV button. In the CSV you will find a list of all users in your organization along with information about the companies they have access to and their permissions.

Deleting Company Access

To delete Company Access, follow these steps:

  1. Select a user

  2. Click the "X" on the right side of the Company Ribbon on the "Companies" tab

Delete User

To permanently delete a user:

  1. Click the "X" to the right of their name or the "Delete" button on the "Information" tab

  2. Confirm that you'd like to delete the user.

Note: If this user is an Organization Admin, please contact us via the chat support bubble or email

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