You can navigate to the user list by clicking the “Settings” tab in the side navigation. From there, click on the “Users” tab across the top of the page. See below for a detailed description of the user list.
The user count displays the number of users in the system.
2. Invite User Button
Click this button if you wish to invite a new user to the system. For more details, refer to the Inviting New Users article.
3. Name Column
This column displays the user’s name, if available. Name is not required, so there may be users without a value in this column. You can click on the column header to sort the list of users by name.
4. Email Column
This column displays the user’s email address. You can click on the column header to sort the list of users by email.
5. Membership Type Column
This column displays the membership type for the user. There are three possible membership types. The first membership type is “Organization,” which means the user has access to all the invoices and other sections in the system across all the staffing agencies, including the homepage, settings, etc. The name of your organization will display in parenthesis next to the “Organization” type name.
The second membership type is “Staffing Agency,” which means the user has access to all the invoices and other sections in the system for a single staffing agency, including the homepage, settings, etc. The name of the staffing agency the user will have access to will display in parenthesis next to the “Staffing Agency” type name.
The third membership type is “Client,” which means the user only has access to invoices for a single client. They will not have access to anything else in the system but a list of invoices. The name of the client the user has access to will display in parenthesis next to the “Client” type name.
You can click on the column header to sort the list of users by membership type.
6. Role Column
This column displays the role the relevant user has been granted. There are two role types. The first role type is “Admin,” which means the user has full permissions throughout the system to create, edit and delete objects.
The second role type is “Read Only,” which means the user only has permission to view objects in the system.
Users with Client membership types will always be read only. You can click on the column header to sort the list of users by role.
7. Invited Column
This column represents the date on which the user was invited to the system. You can click on the column header to sort the list of users by invitation date.
8. Status Column
The status column displays the current status of the user. There are three possible statuses: Active, Deactivated and Invited. You can click on the column header to sort the list of users by status.
9. Action Menu
Clicking on the three dots on the far-right side of each row will open up the action menu. From this menu you can edit the user, deactivate the user or reactivate the user depending on their current status.