Manage users

In order for a person to log into the Uniform Dashboard, the person must have a user account.

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Only Team Admin users can create, edit and delete users.

Create user

You create a new user by inviting the person to Uniform.

1. In Uniform, navigate to Security > Users.

2. Click the red (+) button.

3. Enter the user's name and email address.

4. If you want the user to be an administrator, tick the box Team Admin.

5. Find the project you want the user to have access to and assign roles.

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   You can assign multiple roles, permissions within the roles are additive for the user.

6. Optionally you can select custom permissions you want to assign by selecting ... and Use Custom Permissions.

   About this step

   See the permissions section for details about the individual permissions that are supported.

   Once permissions are decided click Use Custom Permissions to apply them to the user.

7. Click Set Permissions to save your changes.

8. Click Send Invitation.

9. In the section Outstanding Invitations, you will see the user you invited.

   About this step

   An email is sent to the user. When the user clicks the link in the email, if they aren't already logged in, they are invited to login or create an account. After they do this, they are asked if they want to join the team. If they join the team, they will have the access you specified.

   If you decide you don't want the user to have access to your team, you can click Revoke to invalidate the invitation, preventing the user from accepting the invitation and gaining access to your Uniform team. If the user has already joined the team, you can delete the user.

Edit user

Editing a user enables you to change the projects and permissions for the user.

1. In Uniform, navigate to Security > Roles.

2. Click the name of the role you want to edit.

3. Select the permissions you want to assign.

   About this step

   See the permissions section for details about the individual permissions that are supported.

4. Click Save.

Delete user

Deleting a user enables you to remove the user from your Uniform team. This does not delete the user from Uniform entirely.

1. In Uniform, navigate to Security > Users.
2. Click the name of the user you want to delete.
3. Click delete.
4. Click OK.