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Users

  1. Step 1 of 18

    Open Users

    Click your avatar in the top right, then select Users from the menu.

    Open Users
  2. Step 2 of 18

    What this page shows

    Users lists everyone with access to this tenant and is where you invite new ones. This page, and the Invite User button on it, is only available to the Admin role. Buyer-role users do not see it. Two examples are shown here: an Admin invite (Grace Chen) and a Buyer invite (Daniel Brooks) that's still pending.

    What this page shows
  3. Step 3 of 18

    Total Users

    A running count of how many users have access to this tenant.

    Total Users
  4. Step 4 of 18

    Invite User

    Opens a form to invite a new Admin or Buyer to Collablly.

    Invite User
  5. Step 5 of 18

    The Invite User form

    Choose whether the new user is an Admin or a Buyer, then pick who from your existing Buyer contacts to invite, the Email field fills in automatically from that record rather than being typed freely. Click Send to email them an invite.

    The Invite User form
  6. Step 6 of 18

    Filter

    Opens search fields to narrow the list, the same filter pattern used across Collablly SRM.

    Filter
  7. Step 7 of 18

    Copy

    Copies the current table to your clipboard.

    Copy
  8. Step 8 of 18

    Download CSV

    Exports the current view as a CSV file.

    Download CSV
  9. Step 9 of 18

    Print

    Opens a print-friendly version of the current table.

    Print
  10. Step 10 of 18

    Column: Name

    The user's full name, set by the user themselves the first time they sign in. Until then, like both rows here, it shows a dash.

    Column: Name
  11. Step 11 of 18

    Column: Email

    The email address this user signs in with, taken from the Buyer record they were invited as.

    Column: Email
  12. Step 12 of 18

    Column: Active

    Whether this user's access is currently enabled. Both rows read No here, since neither has accepted their invite and signed in yet, Active turns on once they do (or an Admin flips it on manually from Edit).

    Column: Active
  13. Step 13 of 18

    Column: Admin

    Whether this user has the Admin role, which can see every PO in the tenant and manage users. Buyers see only their own POs. Grace Chen (Yes) was invited as an Admin; Daniel Brooks (No) as a Buyer.

    Column: Admin
  14. Step 14 of 18

    Column: Type

    The user's account type, always matching the Admin/Buyer choice made when they were invited.

    Column: Type
  15. Step 15 of 18

    Column: Created On

    The date this user was invited, set automatically by the system, not something you can backdate.

    Column: Created On
  16. Step 16 of 18

    Column: Action

    Resend Email and Edit for managing this user, covered next.

    Column: Action
  17. Step 17 of 18

    Edit: view and change permissions

    Edit opens the User Permission panel for that one user: Email Address and Created On for reference, an Admin toggle ("Make this user admin?") to grant or remove Admin access, an Active toggle ("Make this user active") to enable or disable their login, and a Temporary Password field an Admin can set for them. Click Update to save, or Cancel to leave everything unchanged.

    Edit: view and change permissions
  18. Step 18 of 18

    Resend Email

    Resend Email re-sends that user's original invite email, useful when an invite was missed, expired, or landed in spam. It doesn't change anything about the user's record, it's purely a re-send.

    Resend Email
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