Admins can manage users on the ‘Users’ page to track their status, invite new ones, and deactivate existing accounts.
💡 Only admins can access the Users page and manage the company's users. Therefore all the features explained in this article are accessible to admins only.
User table
Below is a detailed description of each attribute for a user
Attribute name | Attribute definition |
Name | Full name of the user |
The email address associated with the user, which is used for logging in and receiving system notifications. | |
Role | User role:
Admin: Can do everything in the app, including managing the company and users.
Contributor: Can only see and edit the work that is assigned to them. Can not manage company settings.
Viewer: Can view all calculation-related information in the app: data entries, dashboard, and locations.
For further explanation of the user roles, see the roles & permissions article. |
Status | State of the user's account:
Active: User can log in and use the app.
Inactive: User can not log in, does not receive notifications, and can not be assigned to data entries.
Pending: Invite is sent, user needs to accept it to get access to the app
Invite expired: The invite has expired. The user cannot register until an admin resends the invite. |
Invite a new user
Step 1: Navigate to the 'Users' page.
Step 2: Enter the user’s email in the field at the top, then select their role from the drop-down menu. You can invite multiple users at once, and all of them will receive the same role.
Step 3: Click the “Invite” button to send all invitations.
Resend or revoke an invitation
Step 1: Navigate to the 'Users' page.
Step 2: Click the action button "⋮" next to the user's name whose status is either 'Pending' or 'Invite expired'.
Step 3: Resend or revoke invitation
Deactivate or reactivate a user
Step 1: Navigate to the 'Users' page.
Step 2: Click the action button "⋮" next to the user's name.
Step 3: In the menu that appears, choose 'Deactivate' to disable the user's access.
If you instead want to reactivate an inactive user, choose the 'Activate' option to re-enable the user's access.
Change a user role
Step 1: Navigate to the 'Users' page.
Step 2: Click the action button "⋮" next to the user's name.
Step 3: In the menu that appears, choose 'Change role' to change the role of the user. You can not change your own role.
Step 4: In the menu that appears, choose the role you want to assign to that user.