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 users on your account, go to Account Settings (from the circle icon at the upper right) > Manage People, and you will see the following options:

  • Permission: This feature allows you to adjust the account-level permission for the listed user. The 3 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.

Note: 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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