Managing users and which projects they can access is done by an Owner or Administrator of your business.

All users should be added by following the steps below so that they are properly linked to your business. The cove.tool team can also bulk import users if a CSV list of email, first name, last name is provided.

Adding Users

  1. Go to Users on the top menu bar
  2. Click Invite User, fill out the email address, and click Invite
  3. Once the user accepts the invitation they will appear in the Users list

Editing Users

    1.  Go to Users on the top menu bar
    2. Find the user in the Users list, click to expand, and click Edit
    3. Do one or more of the following and click Update:
        * Designate a user as an Administrator by clicking the checkbox next                                  to  “Administrator?”
        * Give a user Full Access to all projects by clicking the checkbox next                                to “Full Access?”
        * Give a user access to specific projects by selecting multiple with Ctrl                              (Windows) or Cmd (Mac)
              i. This would be appropriate for collaborating with individuals                                               external to your business 

Disabling Users

If a user no longer needs access to cove.tool or to free up a license, users can be permanently or temporarily disabled as follows:
 
     1. Go to Users on the top menu bar  
     2. Find the user in the Users list, click to expand, and click Disable
     3. On the confirmation page, click Yes to disable 

Users can be re-enabled at any time.

Did this answer your question?