How do I set up or deactivate a user?

How Do I Set Up or Deactivate a User

A user with admin permissions can create new users in admation. The easiest way to see if you have admin permissions is to check that you have an Admin button in your main menu. To start, click the Admin button and head to Users.

A list of all the employees with admation accounts in your organisation will be displayed. Click + New User. 

You can also edit an existing user by clicking the Pencil Icon  next to their name.

If you're setting up a new user, enter the email address for that new user. Click Create User. Then fill in the following details:

• First name;
• Last name;
• System role (which refers to permission level in the system, not job role)
• Department or team;
• Optional information such as timezone, default project role (job role), task types and working hours can also be included

Activation Emails to Start Using Admation

An email notification is sent to each new user. A new user needs to click the link in their email to activate their account and set their password. Until this is done, the Email Verified field will show No by default and the user won't be able to sign into their account. Sometimes you may need to resend account activation emails to ensure that they receive their verification links. Note that these links can sometimes filter out into a user's junkbox.

Activating or Deactivating Accounts

To ensure that a user's account is active, ensure that the account's status is set to Enabled. Likewise, if someone is leaving your organisation, you may want to Disable their account. Once you are happy with your changes, click Save. 

Note that you can also activate or deactivate accounts by selecting the checkboxes from the main user menu. Select a checkbox  to turn it blue, then click Enable  or Disable  from the actions bar.