Add and Delete Users

Adding and Deleting Users from your Organization

Add Users

To add users to your organization,

1. Navigate to Settings -> Click on Users from the secondary navigation menu.

2. Next, Click on Add Users in the top right corner -> Here, fill in the following details to invite users into your Organization:

   • First Name

   • Last Name

   • Email

   • User Type (User, Stakeholder)

3. Lastly, click on the Send Invites button, to invite these newly added users to your Organization.

Verify Email and Phone

To receive Phone/SMS/Email notifications, it is paramount that your team members have verified their account's phone number and email.

As a member or admin, you can easily check the verification status of each teammate's phone and email. Additionally, you can send reminders to those who haven't completed the verification process yet.

Email

• After inviting a user, they will receive an email for verification. Until their verification is completed, an icon will indicate 'Verification Pending' next to their email.

• If a user hasn't verified their email, you can send them a reminder by clicking 'Send Reminder.'

• Please advise them to check not only their Inbox but also their Spam or Promotions folders to ensure the verification email is received.

• On verifying, you will begin to receive email notifications for your incidents.

Phone

• To start receiving SMS/phone notifications for your incidents, please add and verify your phone number in your profile.

• This simple step ensures you stay in the loop and can take timely action when incidents occur.

• If a user hasn't verfied their phone number, an icon will indicate 'Verification Pending' next to their phone number.

• You can send them a reminder by clicking 'Send Reminder.'

• Once email and phone are verified, their will be a ✅ icon against the user.

🔹 Best Practice Tip 🔹 Configuring SSO before adding users helps ensure all users link their SSO account. Squadcast supports any SAML 2.0-based Single Sign-On (SSO) and you can set it for your Organization by following this integration guide here.

🔹 Best Practice Tip 🔹 For larger teams, the best way to add users would be to bulk import them using a .csv file. More information on this is available here.

🔹 Best Practice Tip 🔹 Make sure that all users have verified their emails and phone numbers as soon as they are added, to start receiving notifications.

Note:

To view the profile of another user added to the Organization, click More Option -> View Profile.

Note: The Account Ownership cannot be altered or transferred through the Add Users flow. This action must be performed separately after the users have been imported.

Delete Users

To remove/delete users added to your organization,

1. Navigate to Settings -> Click on Users from the secondary navigation menu.

2. Next, Click on the More Options icon and select Delete to delete the user.

3. If the user is part of any Team, a modal listing all the Teams that the user is a part of, appears as shown below. Users who are part of some team can’t be deleted. You’ll have to remove them from the team before deleting them..

Have any questions? Ask the community.