Manage Users Overview

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:
  1. Create users
  2. Import users
  3. Assign access to portfolios
  4. Edit users
  5. Reset MFA
  6. Reset user passwords
  7. Add user restrictions
  8. Delete users
The following roles can be assigned to users:
  1. Stakeholder
  2. Project Manager
  3. Facilitator
  4. Company Admin
  5. Business Admin
For more information on these four user roles, please review user roles. Admin users can change a user's role in Carve at any time to align with the user's functional needs.

To easily filter your company's users by role, use the Role dropdown filter at the top of the Manage Users page.
User Roles FilterUser Roles Filter

    • Related Articles

    • Manage Portfolios Overview

      Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...

    • Manage Templates Overview

      Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates ...

    • 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

    • 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 ...

    • 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 ...