Adding, Modifying, Deactivating Users

This capability is for Company Admin or Team Admin roles.

1️⃣ Go to People > Add People

2️⃣ Enter their email and name, then assign them to a Team and select the appropriate Role (e.g., Company Admin, Team Admin, People Admin, Booking Admin, or User)

3️⃣ (Optional) Add a department or cost center

4️⃣ Click Send Invite

📧 New users will get an email—make sure they click the link to activate their account!

📌 Tip: Remind new users to check their email and click the link in the invitation email to complete their setup.

1️⃣ Go to People > Add People > Import People > download template

2️⃣ Complete the file with the relevant information on the template. (Optional) Add a department or cost center

3️⃣ Upload the file to the same page it was downloaded

4️⃣ Click Send Invite once uploaded

1️⃣ Go to People
2️⃣ Select the user you want to update.
3️⃣ Make changes as needed — you can update:

💡 Tip: To edit multiple users at once, check the boxes next to their names. You can then apply bulk updates to budget, space access, credit card payment settings, or office assignments.

Deactivating a user removes their access to the platform. Personal information (such as name and email) is anonymized, but booking data remains linked to your company.

1. Go to People > Active or Invite Sent tab, depending on if the user actived their account or not.

2. Search for the user by name.

3. Click the X icon to the far right, confirm by selecting Yes.

Currently, deactivated users cannot be reactivated due to anonymization.

If you need to restore access for a deactivated user, please contact [email protected] for assistance.