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Manage Users

The "Manage Users" page is where you invite new team members to your organization and manage their access.

Info

Invited users will receive an email with instructions to set up their account. Please ensure the email is correct before sending the invitation.

Warning: Invite Links Expire in 15 Minutes

Due to security issues, the invite links expire 15 minutes from the time the invite is sent. You are encouraged to notify the new team members to join your team before the link expires.

Incase a link expires before they join, you can always send a new, fresh invite link.

Invite New Team Members​

To invite a new user, fill out the invitation form:

  • Invite Email: Double-check this is correct. The user can only create an account with this email.
  • Full Name
  • Phone Number (Optional)
  • Roles to Assign: You can select one or multiple roles.
  • Branches to Assign: A list of all your branches will be shown for you to select.

Click the "Send Invitation" button to send the invite.

Note on Sign-up: Invited users who sign up with an email and password will skip the email verification step. The email form will be pre-filled, and all they have to do is set a password.

Manage Existing Users​

Below the invitation form, you will see User Cards for every user in your company (except for your own admin account).

Each card displays:

  • User's Name and Email
  • Current Roles
  • Current Assigned Branches

Each card has two actions:

  • Edit User: This allows you to change the user's assigned roles and branches.
  • Unassign: This button opens a warning modal. If you confirm, the user will be unassigned from all branches in your company.
    • This action prevents them from logging into any branch.
    • Their account will remain active in the system, but they will be unassigned and unable to operate.