As a Company Admin, you can manage individual users in CoLab. This guide walks you through the process of creating and managing users in CoLab. 

Creating new users

To navigate to the user management page, click the profile icon in the bottom left corner and select Settings & Admin.

Click on Users in the left menu. To create a new user, click the Create User button.

A modal will appear for you to enter the user’s name, email, username, and user role. Click Create when finished.

You will see the entire list of users on the user management page. Other user-specific information displayed includes the user’s email, role, created date, and status.

Managing Users by Status

Users with admin privileges will also have an Admin badge next to their name. Only team members can be admins.

Users fall into one of for statuses, each of which is explained below. 

• Active: the user has created a CoLab account.
• Uninitialized: the user has received a CoLab invite but has not created a CoLab account.
• Archived: The user's profile that has been archived.
• Deactivated: the user's profile has been deactivated.

To manage individual users, use the kebab menu (three dots) to the very right or right click on the user.

• For Active users, admins can edit, deactivate, or delete the user profile.
• For uninitialized users, admins can edit, copy the account invite link, resend the account invite to their inputted email, or delete the user profile.
• For Archived users, admins can edit or delete the user profile.
• For Deactivated users, admins can edit, activate, or delete the user profile.

For all of the above, if the user has Multi-Factor Authentication (MFA) enabled, you will be able to reset their MFA from this menu as well.

You can edit a user's profile to update their name, email, username, and user role.

You can search for users using the search bar. To apply filters, click the filters icon and choose filters based on user status, user type, and date created.

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Managing your team member limit

Admins can see the number of users on the user management page. To increase your user cap, select Manage team member limits.

Note: Increasing your team member limit will affect your subscription - if you have any questions please contact our support team.

Creating new Guest users from a Portal

Guest user invites do not affect your Team Member subscription level. Portal Admins can invite new Guest users to CoLab by sending them a Portal invite during Portal creation or from an existing Portal.

Option 1: New Portal

During Portal creation, you can add Guest user emails directly in the Create Portal window. To invite new users, simply add their email in the Guests or Portal Admins dropdown.

Note: To be designated as a Portal Admin, the user must be a team member within the company.

Option 2: Existing Portal

In an existing Portal dashboard, click View all in the Guests field.

From the Portal Settings modal and under the Guests tab, you can add Guest user email addresses to invite them to the Portal.

By following these steps, you can create and manage users in CoLab. If you have more questions, contact our support team at support@colabsoftware.com.