In the desktop app, open Settings → People. Select Manage on the web to create accounts or change roles in the administration site.

People and the link to administration. Desktop app · sample data. Select to enlarge.

Add a person

  1. Open People in the administration site. Create an account with a unique username.
  2. Choose Member or Admin. Use Admin for people who manage the installation.
  3. Deliver the temporary password securely. It is shown once. Give the person the installation URL too.
  4. Ask them to sign in and replace the password. Then grant access to the resources they need.

Create a company team

Use Teams in the administration site to group people, such as Engineering or Platform. Add members, then grant the team access to a directory. Membership and resource access are separate settings.

Reset a password

Use the person’s action menu in People. A reset replaces their password and ends their sign-in sessions. Share the new temporary password securely; the person must replace it at the next sign-in.

Next: share resources.