Users

Who can use this page

  • Organization Admins and Executive Admins (full access)
  • Coordinators (see people in their assigned areas)

What you can do

  • View everyone on your team in one place
  • See pending approvals and act quickly
  • Filter by role or area to find who you need

How to use it

  1. Go to Admin → Users
  2. Use tabs to switch between All Users and Pending Approvals
  3. Review pending requests and Approve or Reject
  4. Use filters to quickly find people by role or area

Tips:

  • Approve requests promptly to keep onboarding smooth
  • If you reject, leave a short note with next steps
  • Keep roles and area assignments current to avoid confusion

Coordinators

  • Coordinators can approve only users who share at least one area
  • If you don’t share an area with a requester, ask an admin to review

Troubleshooting

  • Don’t see Users? Ask an admin to update your role
  • Can’t find someone? Check filters and confirm their organization/areas
  • Still stuck? Use Support from the site footer

Invite users

  1. Go to Admin → Users → Invite
  2. Enter name and email
  3. Choose a role (Case Worker, Coordinator, Org Admin, Executive Admin)
  4. Assign areas for coordinators/case workers
  5. Send invitation — they’ll get an email to set a password

Tips:

  • Assign areas during invite so coordinators see the right people
  • Use descriptive roles and keep them minimal (only what’s needed)