Adding and deleting users

This guide explains how to add or delete users in Adverity as well as how to deactivate a user.

Adding a user

To add a user in Adverity, follow these steps:

1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Administration.

2. In the secondary menu, click Users.

3. In the top right corner, click + Create user.

4. In Email address, enter the email address of the user.

5. In First Name and Last Name, enter the name of the user.

6. In Groups, select the groups to which the user will belong. Groups control a user's permissions within Adverity. For more information on groups, see Assigning user permissions.

7. Select Active to ensure that the user can access Adverity as soon as you complete this procedure.

8. In Workspaces, select the workspaces to which the user is to be added.

9. In the Profile section, choose which notifications the user receives and the timezone in which the user works. The user can update these preferences in their profile page.

10. Select Send invitation email to send a welcome email to the user.

11. Click Create.

As a result, the user account is created.

Deleting a user

To delete a user from Adverity, follow these steps:

1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Administration.

2. In the secondary menu, click Users.

3. Click on the email address of the user.

4. At the bottom of the page, click Delete.

5. In the confirmation page, click Yes, I'm sure.

As a result, the user account is deleted along with all the items listed in the confirmation page.

Deactivating a user

To prevent a user from accessing Adverity without deleting their account, you can deactivate their account.

To deactivate a user, follow these steps:

1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Administration.

2. In the secondary menu, click Users.

3. Click on the email address of the user to be deactivated.

4. Deselect the Active checkbox to deactivate the user.

5. Click Save.

As a result, the user account is deactivated, and the user can no longer access Adverity.

Video guide: How to create users and workspaces in Adverity

This video guide explains how to create a workspace and configure its settings, and how to add a new user and choose their permissions and settings.