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Manage Users – Viewing, Inviting, Updating Users and Roles

Managing Users

Only Administrator users can manage the organization users – either adding new users or modifying the role of a current user – within Account Settings

Viewing all Users

To view all users, from the CaliberMind dashboards page, click on the settings cog icon at the top-right of the screen, click on “Account”, then click on “Users”. A full list of all users will be displayed.

From the CaliberMind Dashboard Page, Navigate to Accounts then Users to View All Users

Inviting New Users

To invite new users, from the CaliberMind dashboards page, click on the settings cog icon at the top-right of the screen, click on “Account”, then click on “Users”. Click on the “Invite Colleague” button at the top, input the user’s email address, select the appropriate role for the user, and then click “Invite”. A user will be created within your environment for the individual with the role specified, and an email inviting them to CaliberMind will be automatically sent.

To Invite New Users, Navigate to CaliberMind Invite Colleague Button

Updating A User’s Role

To invite new users, from the CaliberMind dashboards page, click on the settings cog icon at the top-right of the screen, click on “Account”, then click on “Users”. You can either scroll through the list of users or search for the specific user. Click on the three dots in the row for the user, and select the new role for that user as required.

Click on the CaliberMind 3 Dots Icon to Select a New Role for a User

Viewing User Activity

CaliberMind-view-user-activity.pdf to download instructions to view all user activity in a spreadsheet.

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