Effective user management supports data integrity, enhances collaboration, and creates a structured environment for efficient workflows. By defining user roles and profiles, administrators can ensure that users have access to the tools they need to perform their role.
Administrators can define user roles, ensuring your team can view, edit, or manage information based on their responsibilities and permissions to view sensitive data.
To manage user settings, you must be an Administrator.
User Roles
User Role | Access to |
Administrators | Full access |
Managers | Manage projects, authorise accounts, run reports and assign tasks |
Project Owners | Manage projects, run reports, and assign tasks to their team members |
Team Members | View projects, task assignments, and manage timesheets |
Manage Users
Navigate to Settings > Manage Users for a detailed listing of current users. To edit, click on the user and update as required.
Add a new user
Navigate to Manage Users, click on the blue +New User, you'll be then prompted with a pop-up box to enter their email address, define the users role and click Send Invite. The new user will be sent an email to access the platform and log in for the first time.
Update a user email address
Any changes required to users log-in email address needs to actioned by the Wiplist support team, simply enter your requested changes via the messages tab inside the Help Centre.