Manage Users
Add User Restrictions
Company Admins can apply specific restrictions to Facilitator and Project Manager user accounts to manage access, safeguard data, and ensure users engage only with the projects and assessments relevant to their role. Apply User Restrictions From the ...
Reset Multi-Factor Authentication (MFA)
To reset MFA for a user with MFA enabled: From the Admin tab, select Users. Click on the desired user from the Manage Users list. Click the "Reset MFA" button at the bottom of the user page. On the next login, the user will be prompted to set up MFA. ...
Edit Users
User details can be updated at any time from the Users page in the Admin tab. To edit a user: From the Admin tab, select Users. Select the user from the Users list. Update the required information. The following user information can be edited: Email ...
User Roles
Carve uses a role-based security model. Five user roles are supported in Carve: Stakeholder Project Manager Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below ...
Reset Password
To reset a user's password: From the Admin tab, select Users. Click on the desired user from the Manage Users list. Click the "Reset Password" button at the bottom of the user page. An email containing instructions will be sent directly to the user's ...
Delete Users
To delete a Carve user: From the Admin tab, select Users. Click on the user from the Manage Users list. Click the Delete User button and select OK during the confirmation prompt. Delete User
Access to Portfolios
Portfolio access is managed from the Users page in the Admin tab. From the Admin tab, select Users. Select the user from the Manage Users list. Click on the Portfolios field. To grant access: Select one or more portfolios from the drop-down list. To ...
Import Users
To add multiple new users at one time: From the Admin tab, select Users. Click on Import Users. Click Select File. Upload a CSV file matching the format specified in the Table below. A message appears indicating the number of users imported, and if ...
Create Users
To create a new user: Users must be created before they can access Carve. During setup, you will assign each user a role and grant them access to one or more portfolios. From the Admin tab, select Users. Click on Create User. Enter the following ...
Manage Users Overview
Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin who has the ability to: Create users Import users Assign access to portfolios Edit users Reset MFA Reset user ...