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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.