EIL Users Tab User Guide

Overview

The Users tab is where you control who can use the dashboard.

Use it to:

Invite new people.
See when everyone last signed in.
Switch accounts on or off.
Remove accounts.

Note: This tab is only visible to people with the Manage users permission.

How Signing In Works

There are no passwords. When someone is invited, they receive a link by email and sign in with a one-time code.

Only people who have been invited through the Users tab can access the dashboard.

What You See on the Page

The page shows a table of everyone with an account.

Column	Meaning
User	The person’s name and email. Your own row is marked so you can identify it.
Role	The person’s level of access.
Status	Active means the person can sign in. Inactive means they are blocked from signing in.
Last login	When the person last signed in. A dash means they have never signed in.
Joined	The date the account was created.
Actions	Buttons to edit or delete the account.

Find a User

Search: Enter a name or email in the search box. Results update after a short pause.
Status filter: Use the status menu to show only Active or Inactive users. Select All statuses to clear the filter.
Rows and pages: Choose how many users to show per page. Use the controls below the table to move between pages.

If nothing matches, the table shows “No users match your search or filters.”

Invite New Users

Select Invite at the top of the page.
Enter an email address and press Enter, or select the add button. Repeat to invite several people at once.
To remove an address before sending, select the remove button next to it.
Select Send. Each person receives an email with a sign-in link.
A message confirms how many invitations were sent.

Invalid Addresses and Failed Invitations

The invitation window flags email addresses that are invalid or added twice.

If some invitations fail, the window stays open with only the failed addresses. Each address includes a reason so you can fix the issue and try again.

Edit a User

Select the edit button in the person’s row.
In the Edit user window, update the role or status.
Save your changes. A message confirms “User updated.”

Setting	Available options
Role	Currently, the only role is Executive, which provides full access to every tab, company-wide data, and user management.
Status	Set the account to Active or Inactive.

Important: You cannot change your own role or status. Another admin must make those changes.

Deactivate a User Without Deleting Them

Set the person’s status to Inactive to remove sign-in access without deleting the account.

The person can no longer sign in.
Their account and history are kept.
You can restore access at any time by setting the status back to Active.

Note: Deactivation is the safest way to remove access because it can be reversed.

Delete a User

Select the delete button in the person’s row.
Read the confirmation. Deleting permanently removes the account and sign-in access and cannot be undone.
Select Delete user to confirm, or Cancel to keep the account.

Important: You cannot delete your own account.

If clients on the roster are assigned to the person, deletion is blocked. Set their account to Inactive instead.

FAQs

I invited someone, but they cannot sign in. What should I check?

Check that the email address was spelled correctly and that the invitation was sent. Ask the person to check their spam folder. If needed, invite them again.

Why are the edit and delete buttons grayed out on my row?

You cannot change or remove your own account.

Why is deleting a user blocked?

The person has clients assigned to them. Set their account to Inactive instead.

What is the difference between an inactive account and a deleted account?

Inactive keeps the account but blocks sign-in. This can be reversed.

Deleted removes the account permanently and cannot be undone.

Can I give someone access to only some tabs?

Not at the moment. The only role is Executive, which provides access to every tab.

Why can’t I see this tab?

This tab requires the Manage users permission. Ask an existing admin to enable it for your account.