This capability is for Company Admin or Team Admin roles.
🧑🤝🧑 Adding Users
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.
🧑🤝🧑 Adding Multiple Users via CSV
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
🧑🤝🧑 Edit or Modify Existing Users
1️⃣ Go to People
2️⃣ Select the user you want to update.
3️⃣ Make changes as needed — you can update:
Budget
Access to space types
Credit Card Payment settings
Role
Department
Team
Cost centre
Assigned company office
💡 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 Users
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.
🔄 Reactivating Users
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.
For more info on Roles refer to Exploring User Roles