Managing Users
Control who has access to your project and what they can do. Learn how to invite team members, assign roles, and manage permissions.
The Users Page
Access user management by clicking Users in the sidebar. This page shows:
- All current project members
- Their roles and permissions
- Pending invitations
- User status (active/inactive)
Inviting Users
To add a new team member to your project:
- 1Click "Invite User"
Opens the invitation dialog
- 2Enter their email address
The email where they'll receive the invitation
- 3Select a role
Choose what permissions they'll have
- 4Send the invitation
They'll receive an email with a link to join
Invitation Expiry
Assigning Roles
Each user must have a role that determines their permissions:
Full access to all features including user management, form type design, and project settings. Can do everything.
Can approve/reject forms, view reports, and manage day-to-day operations. Cannot modify form types or project settings.
Can create and submit forms. Limited to basic operations. Ideal for field workers and general staff.
Read-only access. Can view forms but cannot create, edit, or take actions. Useful for auditors or stakeholders.
Custom Roles
Changing User Roles
To change a user's role:
- 1Find the user in the users list
- 2Click the role dropdown or edit button
- 3Select the new role
- 4Confirm the change
Role changes take effect immediately. The user's permissions update without needing to log out.
Removing Users
To remove a user from your project:
- 1Find the user in the list
- 2Click the remove/delete button
- 3Confirm the removal
Data Preservation
Bulk Operations
For managing many users:
- Bulk invite: Enter multiple email addresses (one per line)
- Export user list: Download a CSV of all users and their roles
- Search/filter: Find users by name, email, or role
User Limits
The number of users you can invite depends on your subscription: