How to invite, edit, and remove users

Full lifecycle of a user account: invite, update, and deactivate.

Beyond the invite flow, you'll also need to edit a person's details or remove them when they leave. All of it happens from the same screen.

Follow these steps:

1. Open Settings > Users.

2. To invite, click Invite User, fill in email/name/role/department, and send (see How to invite your team for bulk import).

3. To edit, open the user's record and update name, role, department, or profile details.

4. To reset a password, open the user's record and use the reset option — the user sets a new one via the reset link.

5. To deactivate, toggle Active off and confirm. The user can't sign in, but their data is preserved.

6. To remove entirely, use the remove/delete action where available. When someone leaves, prefer deactivating over deleting so historical records stay intact.

7. After a role change, tell the user to sign back in — role changes take effect immediately.