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User management
22 articles
Activate deactivated users
Learn how to activate deactivated users in your organization via the web app.
Add users to my organization
Learn how to add your team to the platform as users via the web app as your organization grows.
Archive user fields
Learn how to archive user fields in your organization via the web app to reduce clutter so you can keep user information accurate and relevant.
Bulk manage users via CSV or Excel
Learn how to add new users, update existing users, and manage user fields in bulk using CSV or Excel via the web app.
Change the seat type for users
Learn how to change seat types for users via the web app to ensure your team has the right seat for their role.
Deactivate users
Learn how to deactivate users via the web app to temporarily revoke access, free up seats, and keep your organization's data accurate and consistent.
Delete user fields
Learn how to delete user fields in your organization via the web app.
Download my organization's user list as CSV
Learn how to download your organization’s user list as CSV via the web app, making it easier to manage users and keep their details up to date.
Edit user details
Learn how update user field values for a team member or multiple users at once, directly via the web app.
Invite users to my organization
Learn how to invite users by email or by sharing an invite link via the mobile app to help your team get started and collaborate in your organization.
Manage invite links
Learn how to create, edit, deactivate, and delete invite links via the web app to simplify your team's signup process and allow multiple team members to join your organization at once.
Manage options for user fields
Learn how to add, edit, delete, download, and manage options for single and multi select user fields via the web so you can capture additional information about your team.
