This article explains how to manage users in your organization’s Secaro account. It covers how to invite new team members, review and approve join requests, edit user details, and deactivate accounts when access is no longer needed.
Invite new users
- • Select your user icon in the top-right corner
• Select Users to access the Users page - • Select Invite users
- • Enter your colleague’s name and email address
• Choose which facilities they should be linked to in the Can edit field
• Assign their admin role (if applicable) in the Admin for field
• Select Add user to add them to the invitation list
• Repeat these steps to add multiple users if needed
- • If any details are incorrect, select Remove next to the person to delete the entry and re-enter the correct information
• When you’re ready, select Send invitations to invite all users on the list to your organization
• Invited users will receive an email with a link to join your organization on the Secaro platform.
💡For more information about the different role types and permissions, see our Change user permissions guide (LINK)
Manage join requests
When someone registers for Secaro and requests to join your organization, the request appears on this page
Only Organization Admins can review, and approve or reject join requests.
- From the Users page, select Manage join requests
- Review your pending requests
- Either Accept or Reject each request
Accepted users are automatically added to your organization and will appear in your main user list. Rejected requests are removed, and will receive an email notifying them of that.
💡Join requests appear when a user enters an email with your organization’s domain during registration and chooses to join an existing account.
Edit user details
User details can only be edited by the user themselves, or the Organization Admins.
To edit user details:
- On the Users page, find the user you want to update and select Edit in the Actions column
- Update the necessary field(s)
- When finished, select Save
Deactivate a user account
If a team member no longer needs access to Secaro, you can deactivate their account.
- On the Users page, find the user you want to update and select Edit in the Actions column
Select Deactivate & confirm the action when prompted
🚨Deactivated users will lose access immediately but remain visible on the user list for record-keeping.