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Users & Invitations

Users & Invitations

The User Management page is where administrators create and manage user accounts. Access it from Administration > User Management.

User management

Adding users

Click Add User to create a new account. You need to provide:

  • Email address - used for login and notifications
  • Username - display name
  • Role - determines what the user can do (see Roles & Permissions)
  • Team - optional team assignment

User invite

For each user added, it will send an enrollment email with a link. The user clicks the link and sets up their own password.

Managing existing users

Click the ... menu on any user row to:

  • Edit - change their role, team, or other details
  • Disable - temporarily prevent login without deleting the account
  • Delete - permanently remove the account

Disabled users cannot log in but their data (authored reports, comments, activity) is preserved.