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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 ...
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
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 - ...
Delete Portfolios
Portfolios may be deleted if they do not have any projects assigned to them. You can remove a project from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details. To delete a Portfolio: From ...