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A User is an email address linked to an organization. The same email address can be linked to several organizations through the user invitation process.
You can invite new users to your organization by creating and sharing an invitation link. To create an invitation link go to
Settings -> Usersand click on
Create Invitation Link.
A new invitation link will be created. Share the link with anyone who you'd like to join your organization. The invitation link can be used to invite many people.
Remember, anyone who has access to the link can join your organization and access your data. After you're done inviting people, make sure to turn off the invitation link for security reasons.
A user can be updated by going to the
Settings -> Userspage and click on the tripple doc button next to the user.
To update user's name, job title, manager or role, click on the
Editmenu item. You will be presented with a screen to update user's information.
To deactivate a user, click on the
Deactivatemenu item. When a user is deactivated she will no longer be able to access the organization. The data that's linked to the user (comments, objectives, etc.) will remain intact.
A user with administrator permissions has full access to the system. An administrator can:
- Invite people to the organization.
- Deactivate other users.
- Manage teams.
- Manage subscription and billing information.
A user with Employee permissions has limited access to the system. The user will not be able to change any organization level settings.