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User Management

The user management module allows you to administer company users, defining access profiles and permissions.

List​

View all users with:

  • Name
  • Email
  • Access profile
  • Associated enterprise(s)
  • Last access
  • Status (Active/Inactive)

Invite User​

  1. Click + Invite User
  2. Fill in:
    • Name — Full name
    • Email — User email
    • Profile — Select the access profile:
      • CompanyAdmin — Company Administrator
      • EnterpriseAdmin — Enterprise Administrator
      • EnterpriseAnalyst — Analyst
    • Enterprise(s) — Select the enterprises the user can access
  3. Click Send Invite

The user will receive an email with instructions to create their password and access the system.

Edit User​

  1. Click on the desired user
  2. Change profile, enterprises or status
  3. Click Save

Deactivate User​

  1. Click on the desired user
  2. Change the status to Inactive
  3. Click Save
caution

Deactivating a user immediately blocks their access to the system. The user can be reactivated at any time.

Limits​

The number of users is limited by the contracted plan.