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Manage Users

Manage Users

With Workspaces, it’s easy for Owners and Administrators to both add new users as well as edit or deactivate existing users. To learn more about how to create a new Workspace, check out this resource.

Adding new users

You can invite new users at any time by going to the Workspace members tab.

1
In the Dashboard, click on your Workspace name, then select Workspace Members from the drop-down.

2
Click the Add Users button, then enter your colleague’s Name and Email, and select their User Role. You can also customize your invitation to the workspace. When ready, click Send Invite, then Done if you are finished, or select Add another user if you need to continue adding other people to the workspace.

Editing users

1
In the Dashboard, click on your Workspace name, then select Workspace Members from the drop-down.

2
In the list of All Users that appears, click the Role(s) of the user you’d like to sett or change, then click Save. If you need to make any changes in the future, you can always go back and update the user’s role again if desired.

Deactivating users

1
To deactivate a user in your workspace, first check the box located to the left of the user’s EMIAL (USERNAME) and click the grey Deactivate button that appears at the top right. Confirm deactivation by selecting Yes, Deactivate this User.

Note: Once you deactivate a user, that person will no longer be able to sign in to the workspace. They will no longer be able to access any projects from this workspace, and if they previously held a seat on your team account, you will no longer be charged for this user in the next billing period.

 

 

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