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Managing Users in Your Organization

A guide to managing users and access in Phygii.

Where to Manage Users

Click Users in the left sidebar under the Manage section. This page shows all users who currently have access to your organization. You will see each user's name, email address, and role.

Note: The Users section is only visible to users with an administrative role (Organization Admin or higher).

Viewing a User's Details

Click any user's name to open their detail page. From there you can see their personal information, their assigned role, and the organizations and projects they are connected to.

Adding a New User

To add someone to your organization, look for the Create or Add New button on the Users page. You will typically need to enter the person's name, email address, and assign them a role. Once created, the user will receive an invitation to log in.

Editing a User

From a user's detail page, click the Edit button to update their information or change their role. Be thoughtful when changing roles — different roles have different levels of access across the platform.

Deactivating a User

If someone leaves your organization or no longer needs access, they can be deactivated. A deactivated user cannot log in, but their historical data and submissions remain in the system. Contact your account administrator if you need to deactivate a user.