Settings — User Management

Navigate to: Settings > Users tab (Admin only)

This tab lets administrators manage team members and their access levels.

View and manage all organization members with their roles and join dates.

User List

A data table showing all organization members:

Column	Description
Full Name	Team member's name
Email	Email address
Role	Color-coded role badge (Admin = red, Manager = orange, Editor = blue, Viewer = gray, External Auditor = gray)
Joined	Date the user joined the organization
Actions	Change Role, Deactivate

A member count is displayed (e.g., "3 / 50 members").

Inviting a New User

1. Click the "Invite User" button
2. Fill in the invite dialog:

Field	Description	Required
Email	New user's email address	Yes
Full Name	New user's name	Yes
Role	Select their role: Admin, Manager, Editor, Viewer, or External Auditor	Yes

3. Click "Send Invite"
4. The user receives an email with instructions to set their password and join

For a full breakdown of what each role can do, see Roles & Permissions.

Changing a User's Role

1. Click the "Change Role" action button on the user's row
2. Select the new role from the dropdown
3. Confirm the change

Deactivating a User

1. Click the "Deactivate" action button on the user's row
2. Confirm the deactivation in the dialog
3. The user can no longer log in but their historical data remains intact

WARNING

Deactivating a user is reversible by an admin, but the user will immediately lose access.