Add and manage users

Add the people who work in your company, choose their roles, and keep their accounts up to date.

Add a user

1. Select the gear icon in the top header, then select User accounts > Users.
2. Select New user.
3. Choose a User role: Admin, Manager, or User.
4. Enter the user’s First name, Last name, and Email.
5. Add optional details, such as a photo, phone number, user notes, Burden rate, or Item for hourly billing.
6. Select Save.

Find a user

1. Select User accounts > Users.
2. Search by name, or choose All users, Active users, or Disabled users.

Each user’s row shows their role, status, and Last seen. A user who hasn’t signed in yet shows Hasn’t logged in.

Edit a user

1. In Users, open the user’s menu and select Edit user.
2. Make your changes.
3. Select Save.

To change a user’s email address, select Edit email.

When you edit your own account, the role and disable options aren’t available.

Reset a user’s password

Open the user’s menu and select one of these:

• Send password reset email: Emails the user a link to reset their password.
• Update password: Set a new password for the user.

Disable a user

Open the user’s menu and select Disable user. Disabled users appear under Disabled users.

Related articles

• Permission roles
• Company settings overview