# Managing Users

By following these step-by-step instructions, you can easily **add, remove, and manage team members** within your Untitled account to ensure they have the access and resources they need.

We recommend **regularly reviewing and updating user access** to keep your team aligned and secure.

## Team Member Administration <a href="#log-into-distilled" id="log-into-distilled"></a>

### Log into Untitled <a href="#log-into-distilled" id="log-into-distilled"></a>

1. Log into Untitled and select the `Account` button at the bottom of the left-side navigation menu.
2. Toggle to the `Team members` tab

<figure><img src="/files/KVYwKee5hPxxgKnbfK4f" alt=""><figcaption></figcaption></figure>

### To Add a New Team Member  <a href="#add-a-new-team-member" id="add-a-new-team-member"></a>

1. Select the `Add user +` button located above the user table to initiate the process to add a new team member.
2. Fill out the required fields for the new team member. This includes `Email address` and `Role`.
   * Role Options include:
     * **Viewer:** users have full access to Untitled, but do **not** have the ability to add or delete additional team members.
     * **Admin:** admins have full access to Untitled, plus the ability to add or delete additional team members.

<figure><img src="/files/kDvWlDdySBqsNOOUGpUM" alt=""><figcaption></figcaption></figure>

3. Once all of the fields have been filled out, select the `Invite User` button.

<figure><img src="/files/R0hBCCsWUs6IxEyZp2U9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The (Owner) Role is reserved for **the user that initially created the trial account**. It's important to note that Admins at this time are NOT able to assume the owner role, or perform any actions to remove the Owner role user. If you need to transfer the Owner role to a different user, please reach out through out support desk to update this scope assignment.&#x20;
{% endhint %}

<figure><img src="/files/cM9WXvZxC5T5S54BGvxx" alt=""><figcaption></figcaption></figure>

### User Onboarding Steps—New User Point of View <a href="#confirm-invitation-acceptance" id="confirm-invitation-acceptance"></a>

1. The new team member will receive an email invitation to join Untitled from <noreply@mail.getuntitled.ai>. (It will look like the email below).&#x20;

<figure><img src="/files/dDPBoAC36k8HnjFjOvH0" alt=""><figcaption></figcaption></figure>

2. Notify them to follow the instructions provided in the email to accept the invitation and set up their account. They'll be taking to the following screen upon clicking `Accept Invitation`

<figure><img src="/files/3Nw4QV8orgv09S0ge4Je" alt=""><figcaption></figcaption></figure>

3. They'll be prompted to then setup a password and upon meeting the password specification requirements, they can proceed to authenticating their credentials by pressing `Continue`

<figure><img src="/files/IjC4onmBF87ywhgvnFsp" alt=""><figcaption></figcaption></figure>

After pressing `Continue` the user will be logged in and directed to the home page of the application.&#x20;

{% hint style="info" %}
After the user has successfully onboarded into the Untitled account, the available Actions for that user record will update to “Reset Password" and "Delete User” for Admins of the account.&#x20;
{% endhint %}

<figure><img src="/files/d9CvUNJs0I6MHaF2tPLg" alt=""><figcaption></figcaption></figure>

#### Pending Invitations & Invitation Actions

1. While you await your new user to accept their invitation, they will be categorized into the "Pending Invitations" status.&#x20;

{% hint style="warning" %}
New users have **7 days** to accept their invitation. If the invitation isn't accepted within that window, the link will expire. To proceed, the user will need to be **removed and re-invited** in order to onboard to the application.
{% endhint %}

<figure><img src="/files/rRqCG9UXHYduFEEshLKc" alt=""><figcaption></figcaption></figure>

2. At anytime, you can revoke this invitation, and the invite link sent via email will automatically expire.

<figure><img src="/files/nLG3YTSCexbnbHuXIvY9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If a new user is having trouble locating their invite email, you can **copy the invitation link** and send it to them manually via email or your preferred messaging system. (click `Copy invitation link`).

The user experience will be the same — the first-time setup process follows the same workflow outlined in [Step 2 of the New User Onboarding](#confirm-invitation-acceptance) guide.
{% endhint %}

### Resetting a Team Member's Password

1. To reset a user's password, simply click the Actions button on the user's record, then select `Reset Password` .

<figure><img src="/files/KJNJci5npQE0u1NYaOOE" alt=""><figcaption></figcaption></figure>

2. You'll see a notification pop-up informing you that a password reset email has been sent to the user.&#x20;
3. The user will receive an email that looks like the following.

<figure><img src="/files/4Os2EwNGh7o68ZaDy61F" alt=""><figcaption></figcaption></figure>

4. They will need to click the link, or press `Confirm` .
5. Upon doing so, they'll be redirected to the following screen.

<figure><img src="/files/FXIGAT6kYWiPJzuQWlyp" alt=""><figcaption></figcaption></figure>

6. Once they've input a new password, and then confirmed the new password by re-entering it, they'll need to click `Reset password` .

<figure><img src="/files/sWeQbykZRby2ckoH3ZTC" alt=""><figcaption></figcaption></figure>

7. They will see a success confirmation on the screen that looks like this:&#x20;

<figure><img src="/files/BKztRKjXTEuJdVlQZ7bS" alt=""><figcaption></figcaption></figure>

8. By clicking `Back to Untitled`, they will be redirected to the login screen to use their new credentials to sign in to the Untitled Account.&#x20;

### Removing a Team Member

1. To remove a user, click the **Actions** menu button on the user’s record, then select `Delete user` from the dropdown menu.

<figure><img src="/files/nM4Prl45IIulcU8SPLZQ" alt=""><figcaption></figcaption></figure>

2. You’ll be prompted to confirm the deletion — click `Delete` to proceed. Once confirmed, the user will be removed from your Untitled account.

<figure><img src="/files/NdoOuzYNPpMyZMswBx9p" alt=""><figcaption></figcaption></figure>

## Need Further Support or Have Additional Questions?

Check out our[ <mark style="color:blue;">FAQs</mark> ](/misc/frequently-asked-questions.md)to get some answers, start a chat on our [website](https://getuntitled.ai/), or get connected directly with our team [<mark style="color:blue;">here</mark>](https://getuntitled.ai/contact/).


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