Admins have the ability to add and remove users for their organization. This article will outline how to manage users within your organization.

TABLE OF CONTENTS

• Plan Limits
• Adding a User
• Deleting or Inactivating a User

Plan Limits

Before detailing the process for adding or removing users, it is important to know limits from the organization plan. Most plans have a limit on the total number users an organization can have active at any given time. You can find the total number of users your organization is entitled to by:

1. Navigate to the "Configuration" module in the module bar header
   
   
   
   
2. Select "Subscription" from the module sub-menu on the left hand side of the screen
   
   
   
   
3. The subscription screen will show all the details of your plan, including the maximum number of users

Adding a User

To add a user to your organization:

1. Confirm the total number of users your org is entitled to by following the above steps to seeing your subscription plan
2. Navigate to the "Users" sub-menu on the left hand nav
   
   
   
   
3. The user screen will display, from left to right:
   
   
   
   
   1. User name
   2. User email
   3. Role
   4. Last active date
   5. Status (active or inactive - NOTE only active users count towards total user count)
   6. Action buttons
4. Confirm the organization can add a new user - the user count at the bottom will display the current number of active users and total allotted users
   
   
   
   
5. Click the "Invite new user" button, opening the new user popup
   
   
   
   
6. Fill out the required information and click "send invite" button
   1. First name
   2. Last name
   3. email (must be an email not already associated with an Appature.io account)
   4. Role: there are 2 roles, user and admin. See this article for the differences between the two roles
7. The invited user will receive an email invite that includes a link and instructions to finish their account creation process. 

Deleting or Inactivating a User

Deleting and inactivating a user have the same outcome - one less user counted against your organizations user total - but different consequences. 

• Inactivating a user still saves their account, along with any custom reports and boards they made
• Deleting a user permanently deletes all their content

To inactivate a user:

1. Navigate to the configuration module
2. Select "users" from the configuration sub-menu on the left hand of the screen
3. On the user list, click on the "toggle" button under the "status" column
   
   
   
   
4. The user will no longer be able to log in with that account until reactivated.
5. To reactivate the user, simply click the "Inactive" toggle back to Active
6. When reactivated, they will be able to log back in with the same email and password they previously used

To delete a user:

1. Navigate to the configuration module
2. Select "users" from the configuration sub-menu on the left hand of the screen
3. On the user list, click the red "x" button under the "Actions" column
   
   
4. A popup will ask you to confirm deletion. This action cannot be undone. Confirm by clicking the "Delete" button
   
   
   
   
5. The user will be permanently deleted. If you wish to add the user back to your organization, you follow the "add new user" process outlined above.