Help with… Help → Managing users

Adding new users

You can add a user to your Robin account in the Users page. Only Admins and Owners can invite new users.

To add a user to your Robin account:

1. Navigate and click on the Users menu item on the left sidebar.
2. Click the Invite User button in the top right of the page header.
3. Enter the new user’s email address.
4. Select the new user’s account type. This sets the permissions for what they can and cannot do within Robin. Read more on user permissions here‍.
5. Click the Send Invite button. This will send an invite email to the new user with instructions on how to finish setting up their account.

‍Manage User Permissions

Users with the Admin/Owner account type can upgrade users’ permissions to the same level as themselves.

1. Click Users in the left sidebar.
2. Find the relevant user in the users table.
3. Click the three dots icon for the user.
4. Click the Configure option.
5. You will be taken to the user’s details page.
6. Click Change Account Type.
7. Select the account type you would like to apply for the user.
8. Click Save Changes.

Note: Users can only edit the permissions of other users who have the same or ‘lower’ permissions than them. For example, an Admin user cannot change an Owner user.

‍Suspending a User

Admins and Owners can remove a user from having access to Robin by suspending them.

1. Click Users in the left sidebar.
2. Find the relevant user in the users table.
3. Click the three dots icon for the user.
4. Click the Suspend option.
5. The user will be suspended from accessing Robin.

When you suspend a user, you suspend their access to your account.

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Reactivating a Suspended user

When a user is suspended, their access to Robin is removed. Admins and Owners can reactivate a user who was previously suspended from their Robin account.

To reactivate a suspended user:

1. Click Users in the left sidebar.
2. Find the relevant user in the users table.
3. Click the three dots icon for the user.
4. Click the Reactivate option.
5. The user will be reactivated and able to access Robin.

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