Open the Users page
Select Admin in the top navigation, then Users. The page shows Available licenses (for example, 3 out of 10). To buy more, click PURCHASE MORE LICENSES, which opens an email to support. There are two tabs:- Registered Users: people who have joined the account. Columns include Users, Email, Role, and License Type.
- Pending: people who have been invited but have not registered yet.
Invite users
- Click Invite. The Invite Users dialog opens.
- Under Emails, enter one or more email addresses.
- Choose a ROLE: Admin or Member.
- Choose a LICENSE: Basic or Licensed. If you see You don’t have enough licenses, you need more licenses before inviting licensed users.
- Click Invite.
Upload users from a CSV file
- Click Upload. The Upload Users From CSV File dialog opens.
- Download the example file from the here link and fill it in. The format is First Name, Last Name, Email, Title, Location Name, Department Name, and Team Name. First Name, Last Name, and Email are required.
- Click Upload CSV File and choose your file.
- Review the list and confirm.
View or edit a user
Click a user’s row to open their details.- INFO shows their Email, Role, Location, Department, and Team. Click the edit icon to change their role (Basic or Admin), location, department, or team, then click Save.
- LICENSES shows their license.
Manage pending invites
On the Pending tab, open a row’s three-dot menu to Resend Invite or Cancel Invite.Remove a user
On the Registered Users tab, open a row’s three-dot menu and select Remove, or Remove and Block to stop them rejoining.Locations, departments, and teams
Some accounts can manage the lists of locations, departments, and teams under User Properties. Each list can be uploaded from a CSV file and edited with Edit and Remove.Availability depends on your plan and account settings.