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SettingsUser Management

User Management

Manage users in your organization from a dedicated settings page.

Accessing User Management

  1. Go to Settings → Users
  2. View all users in your organization

User List

The user management page shows:

  • Name — The user’s display name
  • Email — Their email address
  • Role — Admin, Representative, or Viewer
  • Status — Active or inactive

Inviting Users

  1. Click Invite User
  2. Enter the user’s email address
  3. Select a role
  4. Click Send Invitation

The user receives an email with instructions to join your organization.

Changing Roles

  1. Find the user in the list
  2. Use the role dropdown or action menu
  3. Select the new role

Role Permissions

PermissionAdminRepresentativeViewer
View dataYesYesYes
Create/edit membersYesYesNo
Create/edit grievancesYesYesNo
Create/edit disciplinary casesYesYesNo
Create chat channelsYesNoNo
Send direct messagesYesYesNo
Manage settingsYesNoNo
Manage usersYesNoNo
Bulk actionsYesYesNo

Deactivating Users

To deactivate a user without removing them:

  1. Find the user in the list
  2. Toggle their active status

Deactivated users cannot log in but their historical data (created grievances, notes, messages) is preserved.

Removing Users

  1. Find the user in the list
  2. Click the action menu
  3. Select Remove
  4. Confirm the removal

Removing a user is permanent. Their created data remains but shows as created by a removed user.

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