All About Users

General

Users are counted by the number of users you have with access to our system. The first admin user is created automatically when you initially sign-up. After this, further users are created only by admin users and admin users can see a list of them in the My Account area.

User Types

Users come in 3 default roles, each with different default security settings:

• Admin users
• Managers
• Regular

To change the type of user you need to be an admin user. There must always be at least one admin user for your system.

See our basic help on adding users and for more information about what each user type can do.

Security Policy

Since all active users are charged at the same rate, you can decide the role of users you want to create based on your own security needs.

• If you want everyone to have full control over the system, create only admin users
• If you want everyone to have control of improvements but keep billing and user management for just a few people, create mainly admins and approvers.
• If you want managers to control improvements, consider having a balance of admin or approver roles for those who approve and sign-off improvements and some standard users who cannot.
• If you want to have a more fine-tuned control of improvements, you may also want to change the security settings for user roles (see below).

Security Settings

Admin users can fine-tune user privileges.

Go to My Team and choose the roles tab.

See roles.

Billing and Users

You can see your current billing level in the My Account area.

Go to My Account to view your subscription level.

Your bill is calculated by adding up the total of:

• Active users.
• Archived users that were archived less that 7 days ago.

Your invoice for that month will then worked out based on our pricing tiers using your chosen currency.

If an admin creates a user that will take your organization into a higher pricing tier, they and the email associated with your current payment method will be warned by the system before they add the user.

This will be confirmed afterwards with an email.

Amending and Adding Users

See our basic help on adding users for more information about adding users.

Remember that to add, edit or delete a user, you need to be an admin user.