Users & Access

Information for managing user accounts.

You can access the team management page by clicking Settings in the bottom left navigation and then clicking Team in the subnav on that page.

On the team management page you have the ability to do the following, depending on your permission level:

• View all current users and active invitations

• Send invitations to new users

• Remove invitations that have not been accepted

• Remove users

• Upgrade member level users to admin level

Users/Invites Table

The primary focus on the team management page is the users and invitations table. This will display all users with owner, admin or member level permissions first. Invitations will display below active users. Users and invitations table has the following columns:

• Icon (or purple circle if user has not set a user image)

• Name (will not display for invitations)

• Email

• Permission level (will show Pending for invitations)

• Actions list (can be viewed by clicking the 3 dots)

If you need to narrow down the list to someone with a specific name or email, you can start typing it into the search bar and the list will filter down if your search text matches either the name or email address.

Permission Levels

There are 3 different user permission levels:

• Owner: Owner level permissions have full read and write access. Owners are created when Inveterate is initially installed and the account link is automatically sent out. Once Inveterate has been installed, no new owner level accounts can be created from within the platform.

• Admin: Admin level permissions have the same access as owner level permissions with the exception that they cannot modify owner user information (ex. admins cannot remove owners access). Admins are added by upgrading a member level user to admin. Admins cannot be downgraded back to member level.

• Member: Member level permissions is the baseline permission set. When a new user is invited to access your Inveterate dashboard and they accept, they are added to your dashboard as a member level user. Members have limited permission sets. At current, the only things members cannot do are in relation to inviting, removing and changing other users. If you want someone to have the ability to modify users, you will need to upgrade them to admin.

Inviting New Users

Must have owner or admin level permissions to perform this action.

Users with permission level above member will see an "Add a member" button next to the search bar. Clicking this button will open a modal allowing you to invite multiple people at one time by submitting a comma separated list of email addresses.

Feel free to add spaces before and after commas. This will not have any affect on the submitted email addresses.

Once submitted, emails will be sent to all of the email addresses in the list and all of the invitations will populate in your users and invitations table. Clicking the button in the email will direct a user to our create account page with the email field pre-populated and read only. Once account is created the invitation will be removed and the user will now display with member permission level in the users and invitations table.

If any of the email addresses are invalid, already attached to a user or already attached to an invitation, no email will be sent and they will not be added to your users and invitations table. We do not display an error in any of these cases.

Removing an Invitation

Must have owner or admin level permissions to perform this action.

Before someone accepts an invitation and becomes a user, their invitation can be removed by clicking the action dropdown on an invitation and selecting "Cancel invite". This will immediately invalidate and remove the invitation.

Removing a User

Must have owner or admin level permissions to perform this action.

Users can be removed by clicking the action dropdown on the user and selecting "Remove user".

Note: Admins cannot remove owners. Only owners can remove other owners.

Upgrading Member to Admin

Must have owner or admin level permission to perform this action.

Member level users can be upgraded to admin level by clicking the action dropdown on the user and selecting "Make admin".

User Activity Log

At the top of the team page you will see 2 tabs. Overview and All Activity. Overview is the default page for managing your users. By clicking the All Activity tab, you will be presented with a history of user based actions your team team members have taken. These actions are as follows:

• created account- When a user accepts an invitation to your organization

• invite removed- When an invitation was removed before it was accepted

• invited- When a user is invited to your organization by email

• logged in- When a user logs into your organization

• deleted- When a user is removed from your organization

• made admin- When a user is upgraded to admin level permissions

• owner created- When a user creates an account from the invite automatically sent during app install

Table columns are as follows:

• Activity - The action that was taken (see list above for all available activities)

• Member - The user email of the user the action was performed on

• Performed by - The user who performed an action on another user

• Date - The date and time in your local timezone that the action was performed

For "created account", "logged in" and "owner created" activities the "Performed by" field will be empty since another user did not perform this action on them. They performed the action themselves.

No events before January 21, 2025 will be displayed.

Common Questions

Can owner and admin level users be downgraded to a lower permission level? No, owner and admin level permission accounts cannot be downgraded. You will need to remove the user entirely and then re-invite them in which case once they accept and sign back up they will be member level.

Why do I have so many users with owner level permissions? The team management feature was released on December 16, 2024. The majority of users that existed before then have owner level permissions. If you want to trim down on the amount of users with owner level permissions, you will need to remove the users and then re-invite them by email. Once they accept and sign back up they will be member level and if you'd like to upgrade them to admin you can do it at that time.

Why can't I change my own permissions or remove myself as a user? We do not allow users to modify their own user status. If you would like to be upgraded to an admin or removed entirely, you will need to request that another admin or owner remove you.

Is there a way for me to add more user permission levels? No. At current the only supported permission levels are owner, admin and member.

Is it possible to fine tune what areas of the dashboard members and admins have access to? No. At this time this is something that is decided and implemented by our team at a platform level. We do not add special use case limitations at the brand level. If you feel that a certain features and/or actions should be limited to owners and/or admins, please reach out to our support team who will submit a feature request to our product team on your behalf.

What features across the platform have read/write limitations based on user permission level? At present, the only feature affected by user permission level is team management.