Manage account users from the Users section of Subscriptions & Users. Account Owners and authorized administrators can add users, update user information, assign roles and licenses, manage permissions, and control account access from a single location.

Key Information

• Only Account Owners and users with permission to manage account settings can add, edit, or deactivate users.

• At least one active Account Owner must remain on the account.

• Users assigned a Licensed User role consume a license. 

• Viewer roles do not require a license.

• Deactivating a user removes access to the account but does not delete their work.

• Invitations remain Pending until accepted.

Users Overview

The Users section displays all users associated with the account and provides tools to search, organize, and manage user information.

The Users table contains the following information.

Search and Sort Users

Use the search box to quickly locate users.

Users can also be sorted by selecting a column heading.

NOTE
The search box supports Smart Search, allowing partial matches and multiple search terms to quickly locate users.

TIP
Use search together with sorting to quickly locate users in larger accounts.

Add a User

1. Click the Settings icon.
2. Select Subscriptions & Users.
3. Expand the Users section if necessary.
4. Click Add User.
5. Enter the user's information.
6. Assign the appropriate role, license, office, and permissions.
7. Click Save.

NOTE
The invitation remains Pending until the invitation email is accepted.

More Options Menu

The More options (three dots) menu provides access to additional user management actions.

1. Open Settings.
2. Select Subscriptions & Users.
3. Expand the Users section if necessary.
4. Locate the user.
5. Select the More options (three dots) menu.
6. Choose one of the following actions:
   1. Edit: Update the user's information directly from the Users table. Select an editable field, make the necessary changes, and save the updated information. Depending on permissions, editable fields may include:
      1. Name
      2. Email
      3. Office assignments
      4. Role
      5. License

      6. User permissions

         TIP
         Double-click an editable field in the Users table to edit it directly. Changes can be made without opening a separate edit screen.

   2. Deactivate: Remove the user's access to the account while preserving their existing work.

      NOTE
      Deactivating a user removes access to the account but does not delete the user's existing work.

   3. Reset Password: Send the user a password reset email.

   4. View Permissions: Display the permissions assigned through the user's role and any additional permissions.

      IMPORTANT
      At least one active user must remain assigned the Account Owner role.

Related Articles

User Roles and Permissions
Account Settings
Private and Public Projects
Add Offices to Your Account

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.