Users
Manage the people who have access to your company account — inviting them, setting their role, and removing them when they leave.
- Management
The Users page is where you manage the people who work in the office side of your company account. Open it from the Users entry in the main sidebar.
What this page lists
The Users page lists management users only — the people who hold a company-level role (Management Admin, Management User or Management Viewer) plus any company invitations that are still waiting to be accepted.
It deliberately does not list your crew. Captains, crew and vessel viewers are managed per yacht, under Crew → Crew Members on the vessel you want. If you are looking for someone and cannot find them here, they are almost certainly a crew member rather than a management user. The article "Company roles and yacht crew assignments" explains the difference.
What you see for each person
Each row shows the person's Email, First Name, Last Name, Role and Status.
- Active — the person has an account and has joined your company.
- Pending — an invitation has been sent but has not been accepted yet. Pending rows show the invited email address and the role they were invited as.
Use the search box at the top right to filter the list by email or by name, and the counter on the left to see how many people are listed.
Who can do what here
Everyone with a company role can open the Users page and see the list.
- Management Admin can invite people, change roles, and remove users and invitations.
- Management User can invite people and resend invitations, but cannot change roles or remove anyone.
- Management Viewer can only look at the list.
In this section
- Management roles — what each company role can do.
- Inviting a new user — sending an invitation and what the invited person sees.
- Changing someone's role — promoting or restricting an existing user.
- Company roles and yacht crew assignments — the difference between a company role and being crew on a yacht.
- Yacht permissions for crew — the per-yacht permission list and how it is set.
- Removing someone's access — removing a management user, archiving a crew member, and what happens to their records.
Articles in Users
- Changing someone's roleHow a Management Admin promotes or restricts an existing user, and the rules that limit role changes.
- Company roles and yacht crew assignmentsWhy the Users page and a yacht's Crew Members page hold different people, and which one you should be using.
- Inviting a new userSend a company invitation from the Users page, and what the invited person has to do before they appear as Active.
- Management rolesWhat Management Admin, Management User and Management Viewer are each allowed to do across the company and its yachts.
- Removing someone's accessRemoving a management user, archiving a crew member who leaves, and what happens to their records afterwards.
- Yacht permissions for crewHow the per-yacht permission list works for crew members, where to set it, and the rules on who can grant what.