Settings - Users

Users lets administrators list, search, create, edit, and remove users from the selected organization. It also shows access role, team assignment, and license information when available.

When to use

• Use Users to add someone to the organization.
• Use it to update a user's role or team.
• Use it to remove access for a user who should no longer belong to the organization.

Before you start

• Confirm that the correct organization is selected.
• This section appears only for users with administrative access.
• Removing a user revokes access to the organization.

Step by step: review users

1. Open Settings > Users.
2. Review the license summary when it is available.
3. Use search to filter by name or email.
4. Navigate through pagination when the list is long.
5. Use Refresh when you need to update the list.

Step by step: create a user

1. Click New User.
2. Enter the email.
3. Enter first name and last name.
4. Choose the role.
5. Choose the team.
6. Save.
7. Wait for the success message.

Step by step: edit a user

1. Find the user in the list.
2. Click the edit action.
3. Update the allowed fields.
4. Save.

Step by step: delete a user

1. Find the user in the list.
2. Click the delete action.
3. Read the warning.
4. Type the confirmation when requested.
5. Confirm the deletion.

Understand the fields

Field	What it means
Email	User identifier.
First and last name	Name shown in the platform.
Role	Access level in the organization.
Team	Group the user belongs to.
Licenses	Number of active users compared with the contracted limit.

Expected result

The user list should reflect the new account, updated profile, or removed access after the action is completed.

Tips and common issues

• If a role is unavailable, your account may not have permission to assign it.
• If a user does not appear, clear search and review pagination.
• Deleting a user removes organization access. Confirm before continuing.

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See also

• Settings - Teams
• Settings - Budgets
• Settings - Overview