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

Log into Untitled

  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

To Add a New Team Member

  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.

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

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.

User Onboarding Steps—New User Point of View

  1. The new team member will receive an email invitation to join Untitled from [email protected]. (It will look like the email below).

  1. 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

  1. 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

After pressing Continue the user will be logged in and directed to the home page of the application.

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.

Pending Invitations & Invitation Actions

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

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.

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

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 guide.

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 .

  1. You'll see a notification pop-up informing you that a password reset email has been sent to the user.

  2. The user will receive an email that looks like the following.

  1. They will need to click the link, or press Confirm .

  2. Upon doing so, they'll be redirected to the following screen.

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

  1. They will see a success confirmation on the screen that looks like this:

  1. 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.

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.

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

Need Further Support or Have Additional Questions?

Check out our FAQs to get some answers, start a chat on our website, or get connected directly with our team here.

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