Manage Users
Edit Users
From the Admin tab, select Users. Click on the user from the Users list. The editable fields can be changed as required. Changes are automatically saved. Edit Users, Admin Tab
User Roles
Carve uses a role-based security model. Four user roles are supported in Carve: Stakeholder Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below summarize some of ...
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 the new password will be sent directly to the ...
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
Providing users access to portfolio(s) is done in the Admin tab for Professional & Enterprise Edition companies. From the Admin tab, select Users. Click on the user from the Manage Users list. Click on the Portfolio entry field. To add access: Using ...
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: From the Admin tab, select Users. Click on Create User. Enter the user's email address. This will be their unique login for Carve. Enter the first name and last name as it should appear in Carve. Select the user role - ...
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 (role) who has the ability to: Create users Import users Assign access to portfolios Edit users Reset user ...