How to Access User Settings
Click your name in the bottom-left of the side navigation.
Click Settings.
Click Users in the left sidebar.
Inviting a New User
Click + New user in the top-right corner.
Enter the user's name and email address.
Send the invite.
The new user will appear in the Invites section with a Pending status. They'll receive an email to set up their account.
Managing Invites
Invitations can have two statuses:
Pending means the invite has been sent but the user hasn't accepted yet.
Expired means the invite link is no longer valid.
To manage an invite, click the three-dot menu next to the invite:
Resend invite sends a fresh invitation email. Use this if the original expired or got lost.
Delete invite removes the invitation entirely.
Editing a User
Find the user in the Users table.
Click the three-dot menu on their row.
Click Edit user to update their details.
Deactivating a User
Each user has an Active toggle in the Users table. Turn it off to deactivate a user. Deactivated users can no longer log in but their account remains on file. You can reactivate them at any time by toggling it back on.
Use the Active and Inactive tabs at the top of the page to filter your user list.
Deleting a User
Click the three-dot menu next to the user.
Click Delete user.
This permanently removes the user from your account.
Searching for Users
Use the Search bar at the top of the Users table to find a specific user by name or email.
Need Help?
For questions about user management, contact [email protected].