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Modify user access rights

Permissions, passwords, access rights.

Steven Quayle avatar
Written by Steven Quayle
Updated over 10 months ago

There are several methods of restricting user access, or fully removing access.

To modify the permission level of a user:

  1. Navigate to Settings > Users

  2. Filter for and then click the name of the user;

  3. Modify the Permission Level in the dropdown;

  4. Click Confirm.

To keep the user account, but remove all login access rights:

  1. Navigate to Settings > Users

  2. Filter for and then click the name of the user to be modified;

  3. Change the user's permission level to Contractor (the contractor permission level does not have access rights);

  4. Click Save.

To restrict user access to particular sites:

  1. Navigate to Settings > Users

  2. Filter for and then click the name of the user to be modified;

  3. Click the Sites tab;

  4. Filter for and then check the box next to the site to which access is to be removed;

  5. Click Remove;

  6. Click Confirm.

To archive a user:

  1. Navigate to Settings > Users

  2. Filter for and then click the name of the user to be modified;

  3. Click Archive;

TIP: Data from archived users will be fully maintained and available as normal, but the user will no longer have access, nor can they be assigned to a task.

TIP: Users cannot be deleted, only archived.

Reinstate an archived user (unarchive)

Users cannot be invited to more than once. If a user's account has been archived, then they must be un-archived in order to reinstate them.

If the user's email address has changed since the last time that they had access, ideally their original account would be un-archived, followed by the user themselves updating their email address to be correct.

If the user no longer has access to the original email (eg. in order to perform a password reset), contact us via chat to have the email updated on their original account.

To un-archive a user:

  1. Navigate to Settings > Users

  2. Using the advanced filter (the icon to the right of the filter field), change the status filter to Archived;

  3. Filter for and then click the name of the user;

  4. Click Un-archive;

  5. Click Confirm.

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