Adding and managing users
How to add users, import staff and offices, resend invitations, and manage account access.
Go to Admin → Users to view, add, edit, deactivate, reactivate, resend invitations, or schedule account deletion.
Adding a single user
- 1Click Add user.
- 2Fill in name, email, office, optional designations, and manager.
- 3Click Create.
- 4The user receives a welcome email with their temporary password.
Bulk import
Go to Admin → Org & Offices → Bulk Import. Download the combined Excel template and upload a .xlsx file containing an Offices sheet, a Staff sheet, or both. Offices are created first so staff rows can reference office codes.
Bulk import is row-based. Valid rows are created, existing offices or emails are skipped, and invalid rows are returned as errors in the import results.
Resending invitations
For active users who have not logged in yet, Admins can resend the invitation. This generates a new temporary password and sends a fresh welcome email.
Deactivating a user
Open the user's profile and toggle the Active switch off. Deactivated users cannot log in, but their full report history is preserved.
Scheduled deletion
Admins can schedule permanent deletion with a 15-day grace period. The user is notified by email, and an Admin can cancel the scheduled deletion before it completes.
Permanent deletion removes submitted reports, comments and replies, manager notes, AI conversation history, notifications, and trusted devices. Use deactivation when you only need to remove access.
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