User management
24 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 and update existing users and their details in bulk using a CSV or Excel file 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 to update user field values for a team member or multiple users at once, directly via the web app.
FAQ: User provisioning and automatic seat purchase
Find answers to common questions about automatically provisioning users through your identity provider or HR system, and about the automatic seat purchases that can happen as a result.
Get started with username login
Learn how to get started using username login so frontline workers without a corporate email can sign in with a username and password.
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.
