Users: adding, blocking and deleting

When you need this

You add users when a new employee joins the team, and you block or delete them when someone leaves, goes on vacation or a contractor’s work ends (for example, an auditor). Each user works under their own login, so all their actions are recorded in the system under their name. All articles in this section are listed on the “Users, roles and security” page.

Before you start

• Create the access roles you need: a role is assigned to a user when you invite them.
• Users can be added and changed by the account owner or a user with the “Administrator” role.
• The number of users depends on the subscription; see Subscription payment.

How to add a user

To add a user, invite them by email and assign an access role.

1. Open Company settings → Users (the profile icon in the top right corner) and click Add.
2. In the “Invite users” window, enter the employee’s “Email”.
3. In the “Access role” field, choose a permission group, for example “Managers”.
4. To invite several people at once, click New user and fill in a row for each.
5. Click Confirm.

After confirmation, an invitation email is sent to the address you entered. If the employee already has a Bimp account, they will see the invitation on the start page of their personal account. If they have no account, they are redirected to the registration page; see Sign-up and sign-in.

How to change a role or find a user

You change a role in the users list without creating a new account; the changes apply instantly. In User account → Users you can search by name or email and filter by company or role.

How to block a user

Blocking closes sign-in without deleting the account, so it suits vacations, sick leave or dismissal.

1. Open User account → Users.
2. Find the employee by name or email in the “Search” field.
3. Tick the checkbox next to the user and the company the restriction is for.
4. Click Change and choose Block. The status “Active” changes to “Blocked”.

How to delete a user

To delete a user, repeat the blocking steps and choose Delete in the “Change” button menu.

Common problems

The employee did not receive the invitation. Check the email address in the list and the “Spam” folder. If the address was entered with a mistake, delete the user and add them again with the correct address.

You cannot add a user: payment is required. The number of workplaces in the subscription is used up. Pay for additional workplaces following the instructions in Subscription payment.