Before beginning
- All users must belong to an organization.
- Therefore, an existing organization admin user is required to modify the users of an organization.
- If you do not have an organization yet, you must first create an organization account as described in a separate FAQ.
Add a user
- Sign in as an organization admin user.
- Go to your organization profile from the header menu.
- Click the Users heading to access User Management.
- Click Add User button to open the form window.
- Fill out the form and click Create New User button.
- If valid user info was provided, you will now see the new user in the User Management table.
Deactivate a user
Currently, users cannot be deleted, only deactivated. To deactivate users in your organization, follow these steps.
- Sign in as an organization admin user.
- Go to your organization profile from the header menu.
- Click the Users heading to access User Management.
- In the users table, notice the column labeled Activated.
- To deactivate users, uncheck the box in the Activated column.
- Click Save Changes to save all modifications made to the users table.
- Deactivated users will be excluded from future billing cycles.
- You can reactivate users at any time.
All user data is kept for deactivated users, but they will no longer have access to it or services that require user activation.