You must have Admin privileges to manage Users.

This article describes how to add users to Peak, how to remove them and how to resend invites.


Contents


Adding users to Peak

To add a user to a Peak organization:

  1. Go to Console > Users.
    The User screen appears. This lists all of the users that have been added to the organization, the roles that they belong to, their current status and their onboarding date.

  2. Click ADD NEW USER.
    The Add new users to Peak window appears.

  3. Enter the new user’s email address and press the spacebar.
    The email address will be highlighted in grey.

Make sure you have been provided with a suitable ‘work’ email address as it will be used as part of the user’s account sign-in details. Don’t use personal email addresses.

  1. If required, enter any additional user email addresses.
    You can also paste multiple emails into the field.

  2. Assign a role to the user.
    This is an optional step, however, users must be added to a role before they can start using the platform. For details of how to do this, see Adding users to Roles.

  3. Click SEND INVITE.
    The user will receive an email containing the name of their Peak organization, their Peak email ID, the URL for their Peak organization and a GET STARTED link that will take them to a password creation page.

For details of how users sign in for the first time, see Signing in to Peak.

Resending invites

If a user hasn’t onboarded to Peak after receiving an invite, you can resend it to them.

To resend an invite:

  1. Go to Console > Users.

  2. Find the user that you want to resend an invite for.
    Their status will be Invitation Sent.

  3. Click the action menu icon (three dots) for the user.
    The action menu appears.

  4. Click Resend invite.
    The user will receive a new invite email.


Removing users

You can remove active users or users who have been invited to onboard.

To remove a user:

  1. Go to Console > Users.

  2. Find the user that you want to remove.

  3. Click the action menu icon (three dots) for the user.
    The action menu appears.

  4. Click Remove user.
    You will be prompted to CANCEL or CONFIRM.

    CONFIRM deletes the user and CANCEL cancels any changes.
    After clicking either option, you will be returned to the Users screen.