Add & Edit Users

Applies to: Account Owners

Overview

Use the Users tab in Company Settings to invite new managers or owners, update user details, reset passwords, or deactivate access when needed.

How to Add or Edit Users

1. Navigate to Company Settings.
2. Click the Users tab in Company Settings.
3. From here, you can:
   • Add a User
   • Enter or Edit a User's Personal Settings
   • Deactivate a User

Add a New User

1. Click Add User.
2. Enter the required information:
   • Email address (use the user's work email)
   • Role: Owner (full access) or Hiring Manager (day-to-day hiring)
   • Assigned locations (if applicable)
3. Click Send Invitation. The user will receive an email invitation and will activate their account by logging in.

Edit a User's Personal Settings

1. In the Users list, find the person you want to update.
2. In the Actions column, open the dropdown and select Personal Settings.
3. From here, you can:
   • View or update the user's details (name, email, assigned locations, role).
   • Save any changes.

Deactivate a User

1. In the Users list, locate the person you need to deactivate.
2. In the Actions column, open the dropdown and select Deactivate.
3. Confirm your choice. The user will immediately lose access.

Note: Deactivated users' historical activity (e.g., notes, stage changes, messages) remains visible for audit and record-keeping.

Best Practices

• Use work emails only; avoid personal addresses.
• Assign Hiring Manager for most day-to-day users; reserve Owner for franchisee or trusted admins.
• Deactivate users promptly when they leave your organization.

Related Resources

• 🎥 Interactive Demo: Manage Users
• 📘 Sprockets Knowledge Base: Browse articles