Add and remove users

Access level required: Site Administrator

Because making changes to user seats affects billing, only full Site Administrators with billing access are able to make these changes. Adding and removing users are both done by going to the Settings > User Management area within CATS.

Adding Users

To add a user, click the  Add User button in the top right corner of the Users card.

Fill out the form on the next page. Name, Email and Access Level are required.

Choose to have an email sent to the new user to set their password or manually set the password for them by unchecking  Send welcome email with login instructions.

When finished, click the  green checkmark at the top of the page.

Removing Users

To remove a user, first click on the person's name from the user list.

Click the More (...) menu icon near the top right of the user page followed by the Disable option.

It is highly recommended that you disable a user versus deleting them. Disabled users are free and will maintain historical reference to the activities they entered in the system when active.

If you choose to delete a user you will need to assign their existing activities to an active one.

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