Accounts & Users
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      How to Add and Manage Users

      This article will cover:
      ●    How to Add Users
      ●    User Management

      How to Add Users

      Users can be created manually within Design Huddle. In order to add Users, you must first have an Account to associate them with. Users can either be associated with Accounts on a one-to-one basis or as multiple users within the same account.

      To add a new User, follow these steps:

      1. Navigate to the Admin tab
      2. Navigate to Account Users subtab
      3. Click Add New User button
      4. Add the User's Name
      5. Add the User's Email
      6. Add the Status
      7. Add the Role
      8. Check the box to send the Welcome Email
      9. Click Save
      Note: Roles can be custom-built, please reach out to support@designhuddle.com if you would like to create separate roles for users with unique permissions (such as approval status or the ability to update a Brand). You can also optionally add a User ID if you are keeping Design Huddle in synch with a separate database. 

      User Management

      Once a User has been added, you can hover over their line item in the Account Users grid and you will see a couple of options pop up on the right side of the page.

      1. If the User has never logged in and needs to receive their login email, you will see an option to Send Welcome Email.
      2. Use the trash icon to delete the user from the system (Best practice is to change out the email if you are to delete. If you attempt to re-add the user with the same email later this will fail. Please contact support@designhuddle.com if this occurs).
      3. You will have the option to log in virtually as the user. You can do this to see what projects the user is working on.