User Management

Create users, manage existing users, and assign project access at the company level.

User Management is the company-level admin area for adding, editing, and removing platform users. It is separate from the project-level Project Directory, which lists external contacts.

Open User Management

1. Open User Management from the main sidebar.
2. Use the App Users tab to manage active users.
3. Use the Project Access tab to review who has access to which projects.

Add a User

See Create or Invite a User for the full step-by-step.

Edit a User

1. Open the user’s record.
2. Update name, email, title, role, or company.
3. Adjust All projects vs Specific projects access.
4. Save the changes.

Deactivate a User

1. Open the user’s record.
2. Select Deactivate.
3. The user can no longer log in but their historical activity remains intact.

Reactivate later if the person rejoins.

Bulk Actions

Use bulk select in the table to:

• Apply a permission template to many users at once.
• Move users between All projects and Specific projects access.
• Deactivate multiple users at the end of a project.

Related Articles

• Create or Invite a User
• Manage User Access
• Permissions and Access Control