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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 Portfolios
From the Admin tab, select Portfolios. Click on the portfolio to be edited. Fields available for editing include: Portfolio Name Portfolio Manager Portfolio Users Add User Access to the Portfolio
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
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 - ...