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add-and-manage-users.md

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Add and manage users

Add a new user

This can be done with those simple steps:

  • Go to the Users tab in your Project settings
  • In the "Invite users" section:
    1. Enter an email address
    2. Select a team
    3. ​Select a role
    4. Select a permission level
    5. Click on Invite
  • Your pending invitations are listed below the user list

Manage a user's teams

To manage a user's teams, go to his details page.

From there, you can:

  • (1) Add him to a new team
  • (2) Change a team he belongs to
  • (3) Remove him from a team

Don't forget to save afterwards

{% hint style="info" %} A user must be assigned to a team at all times {% endhint %}

Remove a user

To remove a user, go to a user's details page (1) from the Users tab:

You can then remove a user from the Danger zone by clicking on "Remove user" (2). Confirm by typing "CONFIRM REMOVE" (3).

Add a profile picture

To add a profile picture next to your name at the top-right of your interface, you need to create a Gravatar account.

Create an account and refresh your Forest Admin interface. Your picture should appear.

{% hint style="info" %} For now, it's the only way to add a profile picture. {% endhint %}

Add user tags

User tags are useful for the scopes feature: they allow you to organize your users into groups and control the data they are able to see.

On the each user's details page, you can add a tag (1), edit an existing tag (2) or remove a tag (3).

{% hint style="warning" %} A tag is composed of a key and a value. For a given user, the key must be unique. {% endhint %}