This article covers everything you need to know about adding, modifying, and deleting user accounts on your Scoro site.
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1. Adding a new user account
To add a new user account, go to Settings > Administration > Users and groups and click on Add user.
The user account page is divided into three blocks:
Let's go through the options in each of them!
1.1. User details
The admin user who creates the user account should fill in the mandatory fields about the user. Mandatory fields are marked with an asterisk next to the field name:
From the Business function and Position drop-down fields, simply select the closest type that fits the most. The main purpose of both fields is to make your user experience more relevant – you get notified of product updates that are more likely relevant for your workflows instead of getting everything.
While filling in the user account details, we also suggest uploading a picture for every user. That way, it's easy to recognize users, for example, under different group events. Each user can edit their profile details later on as well and update their user account as wished, under Settings > My settings > Profile.
1.2. Categories
Categories cover the permission sets and data the user should have access to.
Define their access rights by assigning a permission set. Read more about permission sets and how they work.
In addition to choosing a permission set for the user, also decide whether the user has administrator rights or not. Site administrators have the right to create user accounts, assign permissions to others, and manage the subscription of the site.
If you've enabled roles for your site, you also need to assign the user to a role. Read more about roles.
1.3. Additional details
Click on the Additional details tab to expand more user profile settings, such as:
- Birthday
-
Language – if your site has multiple languages enabled, you can set the site language for this user's account (they can change it later if needed).
- Scoro is currently available in English, German, French, Spanish, Estonian, Latvian, and Lithuanian. If you are interested in activating any of these languages for your site, please reach out to us via our contact form.
- Timezone
- Phone numbers (office, mobile)
- LinkedIn profile URL
- Description
1.4. Allowing regular login in addition to SSO
If your site has Single Sign-On (SSO) enabled and you want to enable regular username and password login access for this user, tick the Allow regular login in addition to SSO checkbox.
1.5. Sending an invitation e-mail
Tick the Send an invitation e-mail checkbox to send the person an invitation to activate their account. The activation link will be valid for 7 days. If the time has passed and they haven't activated their account yet, resend the invitation by ticking the checkbox again and saving the changes.
After creating the new user account, it is marked as active and occupies one user seat on your site.
If the user hasn't accepted their invitation and activated their account, you'll see the Account not activated banner.
2. Modifying a user account
To modify a user account, click on the user's image or name. Follow the instructions in the above section to modify the user account details.
3. Deleting a user account
User accounts in Scoro cannot be deleted, as deletion would break the connections between items in Scoro and affect the historical reporting data. Instead, you can deactivate a user account to prevent them from logging into your site, letting you keep all user activity history in the system.
To deactivate a user account:
- Switch off the Account is active toggle
- Wait 3- 5 seconds for the system to complete the request, and click Save.
When a user account is deactivated, this user seat becomes available. You can manage your user seats under Settings > Administration > Plan, add-ons and billing.