Add & Manage Organization Users

This article will show you how to add users to an Organization. You can also use the Import Users option to bulk-add users with a .CSV file.

Add a User to Your Organization

1. Log in to CivicPlus Organizations
2. Navigate to Users
   
   
3. Select Add User
   
   
4. Fill out the user fields
   
   
   • Email Address: Enter the user's email address
   • First / Last Name: Add the user's first and last name
   • Phone Number (optional): Add a phone number for the user
5. Click Save
   
   
6. The user can now be added to groups
7. The user may receive an email to validate their account and create their password
   
   Note: View our article Expired Verification Email if your user's validation link has expired after 6 minutes.

Go to Article Navigation

Remove a User from an Organization

Removing a user from an Organization does not delete or in any way impact the user account record in CivicPlus Single Sign-On. It will also not affect permissions for that user within other CivicPlus products, with the exception of Web Evolve and HCMS. Removing a user from an organization simply removes their ability to access CivicPlus Organizations.

If you just wish to remove a user's access to group permissions, view the Remove Users from a Group article. 

Instructions

1. Log in to CivicPlus Organizations
2. Navigate to Users
   
3. Select Actions and then Remove next to the user
   
4. Click Ok on the pop-up that says Are you sure you want to remove this user from this organization?
   

Go to Article Navigation

Supporting Articles

• Import Users
• Check if a User Account is Validated