Managing users
Inviting people, assigning seats, and removing access.
Users are managed under Administration → Users. Only administrators see this.
Inviting someone
- Choose Invite User and enter their work email.
- Assign a seat type — see Seats.
- Assign a role, which refines what they can do.
- Scope their access to programmes or projects if needed.
- Send. They receive an invitation to set up their account.
Changing seats
Seat types can be changed at any time, subject to available seats on your subscription. Seats shows what's in use and what's free.
When someone leaves
Deactivate rather than delete. Deactivating stops access immediately and frees the seat, while keeping their history intact — the audit trail must remain complete. Deleting a user is possible but breaks the record of what they did, and is rarely the right choice.
Check whether they hold any checkouts or sit in any approval workflows. Release their locks and reassign approvals first, or work will stall waiting on an account that can no longer act.
Email [email protected] and a person will pick it up. Include the part number and what you were doing — it saves a round trip.