Learn about the Users page

An Admin user can invite new users to the Console and set their role. The invited user will get an email with instructions and the Terms of Service.

Tip: Invitations expire after 30 days but you can send them again.

To invite a new user:

1. Sign in to the Console.
2. Go to the “Users” tab.
3. Add the user and enter their email address. If the user needs a Gmail-based account, send them these instructions.
   • The user’s email needs to be a Gmail or Gmail-based account.
4. Select a role for the user.
5. Click Invite.

An Admin user can add new users to any of their associated businesses, and this action must be completed independently for each individual business. Adding a user to one business does not automatically add the same user to all other associated businesses of the Admin. The roles of the same user can also differ across each associated business.

Adding a new user requires the invited new user to accept the invitation. Accepting an invitation will require the new user to agree to Console Terms of Service. Upon agreement, the new user will have access to your Console based on their assigned role. Invitations will expire after 30 days, but can be sent again.

An Admin user can cancel a pending invitation before the new user accepts the invitation.

To cancel an invitation:

1. Sign in to the Console.
2. Go to the “Users” tab.
3. Find the invited user.
4. Click Cancel Invite  Continue.

After the invitation is cancelled or if the invitation has expired after 30 days, the invitation can be sent again to the same user.

An Admin user can send an invitation again if the new user has not yet accepted the invitation, or if the invitation has expired after 30 days. This may be useful if the recipient can't find their initial invitation or you’d like to remind the user to join.

To send an invitation:

1. Sign in to the Console.
2. Go to the “Users” tab.
3. Find the invited user.
4. Click Resend invite.

An Admin user can remove users in any role. An Admin user can not delete themselves.

To remove a user:

1. Sign in to the Console.
2. Go to the “Users” tab.
3. Find the user you need to remove.
4. Click Edit user  Remove user  Continue.

The removed user will receive an email notification informing them that they've lost access to the specific business in Console.

An Admin user can edit any user’s role. An Admin user can’t downgrade their own access.

To edit a user’s role:

1. Sign in to the Console.
2. Go to the “Users” tab.
3. Find the user you need to edit.
4. Click Edit user.
5. Select a new role for the user.
6. Click Save.

The edited user will receive an email notification informing them that their role has been updated for the specific business in Console.