User Management

Manage your team members and their access to Elevale.

Inviting Users

Add new team members to your organization:

The user will receive an email invitation to join.

Managing Invitations

Pending Invitations

View and manage pending invitations:

See who has been invited
Check invitation status
Resend invitations
Cancel invitations

Invitation Expiry

Invitations expire after 30 days. Resend if needed.

Editing User Details

Update user information:

Name
Email
Role
Department
Job title
Workspace access

Changing Roles

To change a user role:

Changes take effect immediately.

Workspace Assignment

Add or remove users from workspaces:

Adding to Workspace

Removing from Workspace

Deactivating Users

Temporarily disable access without removing:

Deactivated users:

Cannot log in
Retain all data
Can be reactivated
Do not count toward billing

Removing Users

Permanently remove a user from the organization:

Important:

User loses all access
Historical data is preserved
Cannot be undone
Must be re-invited to return

Bulk Operations

Perform actions on multiple users:

Bulk Invite

Upload CSV with email addresses
Set default role
Assign to workspaces
Send all invitations

Bulk Update

Select multiple users
Change role
Add to workspaces
Apply changes

User Activity

Monitor user activity:

Last login date
Active sessions
Recent actions
Task completion
Contribution metrics

Best Practices

Invite users with appropriate roles
Review user list regularly
Remove access when people leave
Use deactivate for temporary leave
Keep user information current
Monitor inactive users
Document offboarding process

Offboarding Checklist

When someone leaves:

Manage your team effectively! 👤