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ChangelogTry UPTIQ AI
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Users

The Users screen lists everyone with access to the account. Open Account Settings → Users.

The Users list in Account Settings, with columns for Name, Email, Phone, and Status
The Users screen, listing everyone with access to the account.

Search by name or email. Filter by status. Select + Create User to add someone.

Each row shows Name, Email, Phone, and Status. Status is Invited or Active. Use the row's Actions menu to manage that user.

Create or edit a user

Creating or editing a user opens the same dialog.

  • First Name and Last Name — required.

  • Email — required. It receives the invitation and identifies the sign-in account.

  • Phone Number — optional. Include the country code.

  • Role — required. Select one or more roles. Roles determine what the person can do.

The Role field in the Create/Edit User dialog, with a multi-select list of available roles
Assign one or more roles when creating or editing a user.

Creating a user sends an invitation. Changing a role changes that person's access. Set roles deliberately.

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