Manage Users

Admins Only: You must be an Administrator for your organization to manage associated users.

Add a User

In the left navigation sidebar, click My Organization to expand the section.
Click Users.
In the upper right corner, click Add New User.
A pop-up will appear. Enter the new user's first and last name, email, and role.
Click Invite. The new user will be sent an email notifying them they have been added to your organization.

Note: This action does not grant users access to training. To assign users to training, please contact training@coffective.com.

Edit User Information

Edit a User's Name and/or Email

Once a user has completed account set-up, only the user can change their own name and/or email.

Edit a User's Role

In the left navigation sidebar, click My Organization to expand the section.
Click Users.
Locate the user whose role you want to change.
Hover over the ellipses (...) in the user's row.
Click Edit from the dropdown. A pop-up will appear.
Within the "Role" field, clear the user's current role by clicking the "X" next to the role.
Select the new role for the user.
Click Save changes.

Remove a User

Good to Know: Removing a user does not delete the user's account. It simply removes them from being associated with your organization. The removed user will no longer see your organization in their Coffective dashboard.

In the left navigation sidebar, click My Organization to expand the section.
Click Users.
Locate the user you want to remove from your organization.
Hover over the ellipses (...) in the user's row.
Click Remove from the dropdown. A confirmation pop-up will appear.
Click Remove.