Create or remove a user

Each user at your company needs an account before they can use Rant & Rave. If you’re a client administrator, you’ll be able to follow these steps to create or remove users. If you need to create a large group of users at one time, you can import user info in batches.

Note: Your role determines whether you can access User Management, and exactly how much you can do there. Learn more about user roles and what different users can access.

Create a new user

1. In the left-hand menu, click Add a new user.

   

2. Fill in the user’s details.

   Deselect the Send welcome email box if you’d rather send the user’s welcome email at a later date. Users have two weeks to sign in from the link in the email, so you should deselect this if the user isn't due to start for another two weeks or more.

3. Click Save changes. You’ll be taken through each tab of the edit user screen and prompted to add information as you go:

   • In the Projects tab, assign the user to their projects.

   • In the Teams tab, add the user to their teams. You need to be a client team administrator to see the Teams tab—learn more about user roles.

   • In the Profiles tab, assign profile(s) to the user.

   • In the User info tab, add the user's information.

4. Click Save and send welcome email or Save changes (depending on your selection earlier).

Remove a user

Deleting a user permanently removes them from Rant & Rave. If you want to temporarily prevent a user from logging in, you could disable their account instead.

1. From the users list, select the checkbox next to the username of the user(s) you want to delete.

2. From the Action dropdown select Delete user(s).

3. Click Ok.

Note: You can't delete a user if another user reports to them.