Skip to main content

Users & Permissions

Updated today

The Users module allows administrators to efficiently onboard team members, manage access, assign permissions, and control project participation. With features such as invitations, groups, and permission roles, admins can ensure secure and structured platform usage.

  • Invite users via email or CSV

  • Manage active and invited users

  • Assign admin privileges

  • Create user groups for bulk access

  • Configure default and custom permission roles

  • Add users or groups to projects

  • Ensure controlled access through permission hierarchy

  • Enter the user’s email address to send an invitation. The system will Highlight invalid or non-allowed email domains.Notify you if the user already exists


    Important: Invitation links remain valid for 72 hours. After expiration, a new invitation must be sent.

Add Multiple Users via CSV:

  • Download a sample template before uploading

  • Invalid domains are flagged

  • Duplicate users are identified

  • Entries with missing or incorrect fields are ignored

After upload, you will see how many entries were skipped due to formatting issues.

Admins can elevate permissions directly from the Active Users section.

Regional Admin

  • Must be assigned at least one region. If no regions exist, create one first.

  • Grants Super Admin–style access within selected regions (excluding organizational settings).

Project Admin

Must be assigned at least one project. Provides elevated access within selected projects but excludes; Organization settings;Global user section;Overview, Captures, Notes, and Activities

Super Admin

  • Created only by the internal backend team. Has full platform access.


We hope this article has been helpful. If you have any questions please reach out to [email protected]


Did this answer your question?