Manage company users
Updated over a week ago

Your users can be grouped into companies. Companies can have users and managers.

How to add company users?

As an administrator, you can add the company user in the following way:

  1. Go to Community > pick a user > right under the user's name press on Select Company > choose a company from the list.

    • Also, you can add the company users by opening Community and picking a company. Then press Add button below the company name if you want to select already existing users from the app. Press Invite button to invite a new user to your app and auto-assign them to this company.

As a user, you can add other users to the company in the following way:

  1. Go to Membership > Members page under your company name.

  2. Once users send the invitation, administrators can approve or reject it on the Community page through the "Requests" tab. With the request approved, the new user will be added to your app and assigned to the company that invited them automatically.

Please, note that in this way only new users who haven't been added to the app before can be invited.

How to remove company users?

To remove the company user, as an administrator navigate to Community > pick a company > locate (...) menu at the top right corner of the user's name and press Remove .

How to add company managers?

Only administrators can add company managers. To do this, follow these steps:

  1. Add the user to this company.

  2. Go to Community > select the company > locate the (...) menu next to the company user and press on it.

  3. Press Make Manager.

How to remove company managers?

Only administrators can remove company managers. To remove the company manager, do the following:

  1. Go to Community > select the company > locate the (...) menu next to the company user and press on it.

  2. Choose Make Member or Remove (to remove from the company completely).

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