How to Manage Users

Updated on October 30, 2026

Account Owners and Customer Administrators manage users from Admin , Users . Users is available to group accounts with a Business subscription.

User Roles

• Account Owner : manages users and is the only role that can edit the account details.
• Customer Administrator : manages users.
• End User : does not have access to Users.

You cannot change or remove your own user, or a user with a higher role than yours.

Invite Users

1. Select Admin , then Users .
2. Select Invite Users .
3. Enter an Email Address . Select Add Another Email to invite more people at once.
4. Choose a Role . Everyone in this invitation gets the same role.
5. If your account uses organizations, choose the Organization .
6. Add a Message (Optional) if you like, then select Send Invitations .
7. Each person receives an email invitation and creates a password when they accept it.

Manage Invitations

Select Manage Invitations to see each invitation's status. Use Resend to send an invitation again, or Revoke to cancel it.

Edit a User

1. In the list, open the user's actions menu and select View / Edit .
2. Select Edit , change the Role or Organization , then select Save Changes . A user's email address cannot be changed.

To help a user sign in, select Send One-Time Passcode in the user's details. It emails the user a sign-in code.

Remove a User

Open the user's actions menu and select Remove , or select Remove User in the user's details. Removing a user cannot be undone, and the user loses access to your account.