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Adding, Removing, and Managing Users

Easily add users and set permissions for their level of access.

John OHara avatar
Written by John OHara
Updated over a week ago

User types

Limited User

⛔ Cannot create new projects

Project Creator

✅ Can create new projects

Account Admin

✅ Can create new projects

✅ Has full access to all existing projects by default

ℹ️ Click here to view all access levels and descriptions.

Adding a Single User to a Project

  1. Click the "Settings" button in the top-right corner when in the project.

  2. Go to the "Users" tab.

  3. Click "+ New User."

  4. Enter the new user's email address and select their access level.

  5. Click "Create."

Adding Users in a Project

Project Admin, Account Admin, or Account Owner can add one or more users and set permissions for a single project. Here's how:

  1. Click "Settings" (⚙️ icon) in your project.

  2. Go to the "Users" tab.

  3. Click "Add New Users."

  4. Manually type email address(es), copy/paste from an external list, or select users from your Logikcull address book.

  5. Modify access levels and types for newly added users individually or in bulk.

  6. Customize the invitation message before sending it.

  7. Click "Invite New Users" to finalize.

⚠️ Caution!

Be sure to double-check the custom invitation message to ensure its' accuracy before inviting new users into a Project.

Managing User Access

To make changes to an invited user's access in a project, simply click that user's hyperlink under "Project Access" and save your changes.

Adding a User to multiple Projects

Account Admin or Account Owner can add users to one or more projects simultaneously.

  1. Click "My Accounts" from the left-side menu panel, then "Users."

  2. Alternatively, navigate to Account Settings and select "Users" from the navigation bar.

  3. Click "Add new user."

  4. Choose to add a user without assigning to a project, or add a user and assign to projects.

  5. Select a User Type (Project Creator or Limited User) and add a customized Welcome Message (optional).

Walk-Through Video: Adding a user to multiple projects

Assigning Projects

If you choose "Add user and assign projects," the options will expand to allow for adding individual users to specific projects. Projects can be assigned in bulk using the checkboxes and options above the table, or individually within the table.

Once your project assignment and access levels are finalized, you can add a custom welcome message. When you're ready to send the invitation, click "Add New User."

Adding Users to an Account

Navigate to your Account settings > Users > Add new user. Enter an email address, choose a User Type, and add an optional welcome message. Or, click the radio button next to "User and assign projects" to set individual project permissions. Click Add New User.

Adjusting Account-level permissions

Account administrators can add existing users to projects or adjust their existing permission levels:

  • Click the hyperlinks listed under "Account Access" or "Projects Assigned" next to the user's name.

  • A pop-up modal window will appear to adjust the user's access to projects and access level.

Removing Users from an Account

  • Navigate to the Users tab in account settings.

  • Check the box next to the user's name you want to remove.

  • Click "Remove" at the top of the user table.

  • Removing users from an account does not delete any of their work product, saved searches, uploads, or downloads they have created.

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