Add and Manage Users

Manage the licensed users within a workspace.

Account admins have access to manage the users within their account. Users are the individuals who have a login and are collaborating within the workspace.

๐Ÿ“‘ Learn to:

๐Ÿ”’ Permissions

Admin Roles have access to Users in Settings by default. 2023-10-03_15-19-17

๐Ÿ’ก Things to Consider

Roles should be configured prior to adding new users.

TermSheet has a per user pricing model. To add additional user licenses, contact a TermSheet representative.

Users cannot be 'deleted' from the platform, but they can be disabled (and restored).

 

 To avoid creating a duplicate user, check to see if this user has already been invited before adding new users by viewing the โ€œPendingโ€ tab.

Troubleshooting: If the new user is not receiving the invitation and the user invitation is still pending, select the envelope icon to open the malito link and attempt to resend the invitation from outside of TermSheet.

โš™๏ธ Steps

Add a User

  1. Navigate to Settings by selecting the gear icon in the top right next to the user profile icon. Only users who have the admin access permission turned on can access the gear icon.

  2. Select Users from the Settings menu sidebar

  3. Select "+ Add User"

  4. Add the new user email and select an existing Role from the dropdown.

  5. Select "Send Invitation".

An email will be sent to invite the new user to the workspace from info@termsheet.com and list the name of the user who invited the new user.

 

Add a Team

  1. Navigate to Settings by selecting the gear icon in the top right next to the user profile icon. Only users who have the admin access permission turned on can access the gear icon.

  2. Select Users from the Settings menu sidebar

  3. Select "+ Add Team"

  4. Enter a name for the team, then select save.

  5. Navigate to the Teams tab.

  6. Select the checkbox next to the users who belong to this team.

Team members will be notified when this team is @mentioned in comments.

Update User Role

  1. Navigate to Settings by selecting the gear icon in the top right next to the user profile icon. Only users who have the admin access permission turned on can access the gear icon.

  2. Select Users from the Settings menu sidebar.

  3. In the Users tab, use the dropdown to view and select a Role to apply to the user.

 


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