Controlling users on your Cut0 account helps your team work together efficiently by specifying who can access your workspace. By inviting new users, you can extend your organization capabilities, whereas removing inactive members helps preserve security and keep your workspace aligned with current contributors. Also, you have the option to modify user profiles or access rights, providing adaptability as responsibilities shift and guaranteeing that every participant has the permissions they need to work effectively.
Before you begin, make sure that:
- you are the account owner – managing team members is a responsibility reserved for the account owner, who has exclusive rights to configure account settings.
- you have a paid subscription plan – the ability to add team members and assign roles is limited to paid subscriptions. Free tiers exclude these options, as they are tailored for solo use rather than teamwork.
Company user addition
Setting up company users helps you create a shared workspace that fits your team requirements. As the account owner, you can invite colleagues, assign roles with defined permissions, and configure access levels. This approach ensures everyone has the resources they need while keeping your account secure and under control.
To add a new company user to your account:
- Sign in to your Cut0 account.
- Go to My company section, and then on the Added users page, choose Create new company user.
- A new window appears – here, enter the necessary details in the fields provided, following the instructions below.
- First Name: Enter the user’s given name for identification in the system.
- Last Name: Provide the family name to record the user’s full name in company records.
- Email: Add the user’s email address, which will act as both their primary contact and unique identifier.
- Role: Choose the user’s role from the dropdown menu. The assigned role determines access rights and permissions. All available roles are configured by the account owner. See How does Cut0 manage user roles? for more details.
- Manager: Assign the user to a manager from the dropdown list. If no manager is chosen, the user will not be linked to any manager. The list includes all users with manager roles created by the account owner.
Note: After a user is linked to a company account, their assigned manager cannot be modified. This rule preserves the established hierarchy and reporting lines within the team. If adjustments are required, the user must be removed and then re-added with a new manager. This approach ensures accountability and maintains organizational structure.
- When all details are entered, click Save to add the user to the company system with the chosen role and manager.
Company user editing
The ability to edit company users provides flexibility in managing shifting team structures. Account owners can revise a member’s role to adjust permissions, update their contact details, or deactivate the account if access is no longer necessary. These options help maintain security, support efficient teamwork, and ensure the company account reflects present organizational requirements.
To update user details:
- Sign in to your Cut0 account.
- Go to My company section, then search for the user whose details need to be modified. Filters can be applied to narrow down the list and identify the entry more efficiently.
- Date Filter: Apply a date range to display only records created or updated within a selected timeframe.
- Email: Search by email address to quickly find a specific individual or entry.
- Status: Filter users by their current state, such as Active or Blocked.
- Role: Narrow results by user role to focus on particular positions or permissions.
- Select the Edit icon located beside the user whose details you need to update.
- In the Edit company user window, modify the user’s information as needed. Keep in mind that the manager assignment cannot be changed, and the email address, though editable in the form, cannot currently be updated.
- After updating the user’s details or role, click Save to apply the changes. This ensures the modifications take effect immediately, allowing the user to continue working with their updated information and permissions.
Company user deletion
Removing company users helps you manage your workspace by eliminating access for those who no longer require it. This revokes their permissions and blocks interaction with your account or data. By regularly updating your user roster, you ensure that only active team members retain access, enhancing security and efficiency.
To delete a company user:
- Sign in to your Cut0 account.
- Go to the My company section, and locate the user you wish to delete. Filters can be applied to narrow down the list for easier navigation.
- Select the Delete icon beside the corresponding entry to remove the user.
- As the final step, decide if the user’s associated data should be permanently deleted or reassigned to another account holder with a managerial role. Once your choice is made, select Delete to confirm and complete the process.
- When the first option is selected, both the user and their associated data are permanently deleted. If the second option is chosen, a window will open where you can designate another manager to receive the data. Click Save to finalize the transfer and complete the process.
Once the process is complete, the company member is deleted from your account, and all associated data is transferred to the designated user.
