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User Management

Invite your team to work with you on Data Products in Crux

Jon Tam avatar
Written by Jon Tam
Updated over a year ago

The Users menu in your account ⚙️ Settings allows creating and managing users across your organization. Use it to invite new users to the platform, assign roles, and manage their access. You can also view all users across your organization, search for a specific customer, and delete customers.

Create a User

To create a user, complete these steps:

  1. Verify the user doesn’t already exist. Crux requires each user to have a unique email address.

  2. Click the Add User button in the Users menu of your account ⚙️ Settings

  3. Specify the user's Full Name, Email, and Role.

  4. Click the Invite button on the dialog.

Image of adding a new user to the organization

This action sends an invitation email to the new user. The user's status will be displayed as Unverified until the user completes their registration. Once the invited user clicks on the activation link in the invitation email and registers a secure password, their status in the Users menu will change to Verified.

Edit a User

After the user has been created, as an Admin you can modify the user's Role.

To edit a user, complete these steps:

  1. In the Users menu of your account ⚙️ Settings, find the user you would like to modify. Use the Search field in the Users menu to help you locate the desired user's record.

  2. You can make the desired changes to the user's Role. As soon as you make a selection, the new selection applies automatically.

Delete a User

To delete a user, complete these steps:

  1. In the Users menu of your account ⚙️ Settings, find the user you would like to delete. Use the Search field in the Users menu to help you locate the desired user's record.

  2. Click on the ... at the end of the row of the located user record.

  3. Select the Delete user action from the menu. This action cannot be undone.

Accept an Invitation

Once you create a user, they will receive an email invitation such as this to join your team.

When the user clicks on the Join Your Team link in this email, the browser will open the new user registration screen where they can configure their password, accept the Crux Terms of Service Agreement and Privacy Policy, and get started on the platform.

Manage an invitation

Invitations sent to new users can be re-sent or canceled during the window after you created a new user but before the user has accepted the invitation and completed their registration. While the invitation is pending, you have the option to Cancel invite or Resend invite by clicking on the ... at the end of the user record.

Closing thoughts

You have to have an Admin role to invite new users to the system, change user role assignments, resend and cancel invites, or delete users permanently.

To learn more about supported User Roles visit here.

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