Manage users (For Account Holders)

As the account holder, you can change account level permissions, edit user email addresses and remove users from the account.

To manage the users within your account, the Account Holder can go to: Admin > Account Settings > Manage People where you will see the following options:

Permission: This feature allows you to adjust the account level permission for the listed user. The three options are: Account Holder, Advanced User, Basic User.

Edit: Select “edit” to change an existing user’s email address. 

Delete: Select delete to remove a user from the entire account and all projects within the account. This is a great way to free up space to add new people to your account.

Take note that removing a user from the account will also remove all their previous task assignments and hours.

For more information on permissions, please visit our  Permissions support page.

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