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Managing Users

Users are invited to accounts and assigned roles that control their access.

Creating a User​

  1. Go to Users
  2. Click Add User
  3. Fill in:
    • Account
    • Role
    • First name
    • Last name
    • Email
  4. Click Invite User

The user will receive an email invitation.

Super Admin Option​

Enable Super Admin to grant full system-wide access.

⚠️ Use this role carefully.

Editing a User​

From the Users list:

  1. Click Edit
  2. Update:
    • Name
    • Email
    • Super Admin status
  3. Click Update User

Password Management​

Passwords are not set directly.

Instead:

  • Users receive an invite email
  • You can send a password reset link

Managing Memberships​

Users can belong to multiple accounts.

To manage memberships:​

  1. Open a user
  2. Click Manage memberships

Membership Screen​

You can:

  • View current account memberships
  • Change roles per account
  • Remove access
  • Invite to additional accounts

Inviting to Another Account​

  1. Select an account
  2. Choose a role
  3. Click Send invite

Removing Access​

Click Remove next to an account membership.

⚠️ This immediately revokes access to that account.

Best Practices​

  • Use Admin for team leads
  • Use Member for engineers/operators
  • Use Visitor for stakeholders
  • Limit Super Admin access