Managing Users

Introduction

Building Swell provides a straightforward process for adding, managing, and removing users. This guide will walk you through the steps to effectively manage your organization's members.

Step-by-Step Guide

Navigating to Users

• Head to the Settings tab.
• Click on 'Users'.

Inviting a New User

• Click the 'Invite' button at the top right corner of the screen.
• Enter the user's email and select their role.
• Click 'Send'.

Resending an Invitation

• Find the user you wish to remind.
• Click the 'Resend' button.

Deactivating a User

• Locate the user you wish to deactivate.
• Click the three-dot menu and select 'Deactivate'.
• Confirm the deactivation.

Changing a User's Role

• Locate the desired user.
• Click the three-dot menu and select 'Change Role'.
• Pick a new role from the dropdown and save.

Tips & Tricks

• Ensure that users are assigned the correct roles to prevent unintended access or restrictions.
• Regularly review and update the users list to maintain an organized system.

FAQ

Can I reactivate a deactivated user?

Yes, deactivated users can be reactivated from the user's settings.

Conclusion

Adding and managing users in Building Swell is a breeze with the right steps. Regular maintenance ensures that your organization's members have the appropriate access and roles for optimal productivity.