Manage your team’s login and platform permissions.

The Users tab with the Platform Admin allows you to edit user profiles or add new users.

List View

The list of users is displayed in grid view with columns for: ID, Name, Email, Role, Status, and Actions (impersonate, edit, pause).

• Users are organized by ID by default; click a column name to alternatively sort users by Name or Email.
• You may also search for users by ID, Name, Email, or Role to filter the list.
• By default, only active users are displayed in the grid. Optionally click the All tab to view active and inactive users. You cannot delete user profiles.

Adding a User

You can add users through spreadsheet import or one at a time using the Add New User screen.

To add a new user (one-off):

1. From the top right corner of the platform, click Settings .
2. From the left navigation, click Users.
3. Click Add User.
4. Enter the following details for the user:
   • First Name: Enter the user’s first name.
   • Last Name: Enter the user’s last name.
   • Email: Enter the user’s email address to receive notifications from the platform. The email address must be unique. If the user is already added to platform admin under another tenant, you must choose a different address.

     You can add “+” to some email addresses in order to re-use an address within the system if the mail client allows delivery (e.g., Google). Example: tomjones@company.com –> tomjones+somethingunique@company.com.

   • Send welcome email with password Check this box to have the system send a welcome email that allows the user to set a password. If you do not select this box during the user profile creation, you can re-send the welcome email later (e.g., set up user profiles in advance but not allow users into the system until your launch date).
   • Role: Select a minimum of one role to apply to the user. If any permissions within the applied roles conflict, the permission that provides access will take precedence.
   • Locale: Select the default language for the user. The platform supports variations for English, Deutsch, Espanol, and Francais. Users can change the setting at any time.
   • Phone: Enter a phone number for the user.
   • Default Filter Date Range: Choose the default selection to apply to the Date drop-down (filter) after the user logs into the platform. The user can choose a new date option at any time.
   • Authorized Locations: Select the location(s) the user can view within the platform and for notifications. Best practice is to specify access by State, City, or custom filter. Alternatively, you can select individual locations.
   • Image: Optionally add an image for the user’s profile to appear in place of default initials.
     
   • Color: Choose a background color for the user’s default initials.
     
5. Click Save.

Editing a User Profile

You can modify user settings at any time. You cannot manually set user passwords, but you can re-send a welcome email that allows the user to re-set their own.

To re-send a Welcome email:

1. From the top right corner of the platform, click Settings .
2. From the left navigation, click Users.
3. Locate the user profile from the list, and then click the Edit (pencil) icon next to the profile.
4. Click Send password reset email.
5. Click Cancel.

Password reset emails expire after 5 days.

To inactivate a user profile:

1. From the top right corner of the platform, click Settings .
2. From the left navigation, click Users.
3. Click Add User.
4. Locate the user profile from the list, and then click the Deactivate (pause) icon next to the profile.

A “PAUSED” status appear next to the user’s profile. The next time you visit the list of users, the profile will no longer be available from the Active tab. To re-activate, click the All tab to search for the inactivated user. You can re-activate by editing the user’s profile and changing status to ACTIVE.