How to Manage Users on Leanbe
On Leanbe it is possible to have multiple users with defined roles and relevant permissions. You may select the product(s) the user can access to as well as to create teams and departments for your users.
In order to be able to create a Team or a Department, it is required to have access to Business or Enterprise plans.
This tutorial will show how to invite users and manage the user list.
From your Leanbe Dashboard open the Settings tab and click User management.
From the Users section click Invite user and fill in the following information. After, click Invite.
Email: insert the email of the user you want to invite
Products: select the product(s) the user will relate to.
Role: select the relevant role for the user or else create a new one if needed.
In order to select a role for the user, ensure to create a role beforehand as explained here.
As soon as the invite is sent, the user will appear on the users' list with the Pending status.
A confirmation email will be sent to the user's email for approval.
As soon as the user accepts the invitation, they need to insert First and Last names, set the password and press Activate.
Once the user's account is activated, the user status will change from Pending to Active and it will be possible to edit or delete the user role if needed.
The invited users' list can be checked from the User Management section of the Settings tab. The list includes the data of the users for all available products.
In order to see the users' list for the exact product, it is required to open the Products settings of the appropriate product from the Settings tab and navigate to the User access section.
That's it! Those were the options to manage your Leanbe users.
In order to be able to create a Team or a Department, it is required to have access to Business or Enterprise plans.
This tutorial will show how to invite users and manage the user list.
Steps to invite a user
From your Leanbe Dashboard open the Settings tab and click User management.
From the Users section click Invite user and fill in the following information. After, click Invite.
Email: insert the email of the user you want to invite
Products: select the product(s) the user will relate to.
Role: select the relevant role for the user or else create a new one if needed.
In order to select a role for the user, ensure to create a role beforehand as explained here.
Steps to customize the users' list
As soon as the invite is sent, the user will appear on the users' list with the Pending status.
A confirmation email will be sent to the user's email for approval.
As soon as the user accepts the invitation, they need to insert First and Last names, set the password and press Activate.
Once the user's account is activated, the user status will change from Pending to Active and it will be possible to edit or delete the user role if needed.
The invited users' list can be checked from the User Management section of the Settings tab. The list includes the data of the users for all available products.
In order to see the users' list for the exact product, it is required to open the Products settings of the appropriate product from the Settings tab and navigate to the User access section.
That's it! Those were the options to manage your Leanbe users.
Updated on: 12/05/2023
Thank you!