Users

The users settings page is how you manage all of the users in this organization. You can also invite new users to be part of your organization.

Billing email#

Once your organization has a paid subscription, admins can choose where its billing emails, such as invoices and receipts, are sent. The current address is shown at the top of the page; press Change billing email and enter the email of any user, or a shared inbox such as accounts@yourcompany.com.

Managing a user#

Clicking the edit button next to any user opens a window where you can manage that user.

You can add an avatar image, and change their name, avatar color and phone number.

This window also provides security options: you can choose whether they are an admin or a user.

Other options in this window are timezone, sending a password reset, and requiring the user to have two-factor authentication.

Security#

Admins:

• Full access to the app.

Users:

• Can only edit their own user.
• Granular user permissions.
• Read-only access to the Plan & Billing page.
• All other settings pages hidden.

User permissions#

• Select what records the user can create in the app.
• Select what setup pages the user has access to.
• Limit the user to specific asset or subscription categories.

Automate user management#

Use the Users and invitations API to list members, manage organization permissions, invite users, and remove memberships with an organization API key. Global profile and password changes remain in the app.