.png){kind=logo}
Manage Users
Learn how to invite, update, and deactivate users within the People->Admin view.
In this article:
To keep things as tidy as possible in your digital workspace, the People Admin page is moving into the People area of the app with a new tab at the top next to Org Chart.
This makes it easy to manage all your "people" tasks in a single place. Having the administrative tools next to the function they relate to removes the need for a fully separate Admin area in Leadr
Admin Dashboard
- If you click on People in the lower-left corner, you can navigate to Admin, and from there, you can view all users in your organization, and invite, edit, or deactivate users.
Invite People
1. First, select Invite Person in the top right corner of the screen to begin to fill out the user details
2. The user's name, email, and Account Type are the only required fields to add a new user, but all fields are suggested!
- Once you are finished adding this information, select Invite User at the bottom of the screen
4. Once invited, the invited user will now remain in the Invited tab until the user logs into Leadr.
The invited user will receive an email from welcome@leadr.com. If the user is not receiving the email, double check the invite has the correct email and reach out to our support team.
Resend an Invite
- To do this, select the check box next to the user's name and select Resend Invite at the top right corner of the screen!
The Invited On date will refresh to the most recent date the invitation was resent.
Deactivate a User
If an employee moves on or an intern goes back to school, an Admin can Deactivate an employee following these steps.
Please note, once Deactivated, past meetings, goals, feedback, learning, etc.. will be available to any employee and manager with past interactions and any admin.
1. Click on Admin in the top right of your People page.
2. Activated People will now appear. Double-check that Active is highlighted, then locate the employee that requires deactivation.
3. After locating the correct employee within the list of Active users, select the three vertical dots, and click Deactivate.
4. The employee is now Deactivated and can no longer access Leadr. The user will not be notified of the change.
You can confirm the user is Deactivated by going to your list of Deactivated users.
Reactivate a User
Need to Reactivate an employee account (summer intern coming back or an employee returning from a long absence)? Follow the steps outlined below
- Under the Deactivated tab select the three vertical dots then select Activate Account.
The user will not be notified of their account activation.
Once reactivated, the user will gain access to past meetings, goals, feedback, learning, action items, and log-in rights. They can access their account with the email attached and the password they initially set. If you need to reset their password, please see the Users: Reset your password Article.
Update Users
If you need to adjust a user's name, email, manager, department, title, or account type, follow the steps below.
- From within the Admin->People view locate the Users name within "Active"
- Click on the person's name or select the three vertical dots->edit user
- Update the use details as needed, then select save
Note, if any of these fields are greyed out, changes can only occur through your Organization Single Sign-In Provider. Reach out to your IT team for more information.
Need help importing users? Check out this article
Video Walk-Thru
If you have any additional questions, please reach out to support@leadr.com