Managing Users

Managing Users

After you’ve invited your users to ActiveCollab, you can update their details and add them to companies or teams. If you don’t plan to work with a user or a company anymore, you can also move them to the Archive or the Trash.


Updating User Details

  • Open People.
  • Click …next to the user name.
  • Choose whether you wish to:
    • Change the role and set additional permissions (learn more).
    • Give access to existing projects.
    • Change the company.
    • Add the user to a team.
    • Move the user to the Archive but keep them in the system.
    • Move the user to the Trash to remove them from ActiveCollab.

Creating Companies

  • Open People.
  • Click +New Company.
  • Enter the Name.
  • Set the (optional) details:
    • Company Details - address, website, phone number. Currency - for hourly rates and invoicing. Custom Hourly Rates - set values specific to this company
    • Note - additional information about the company.
  • Click Create Company.

Managing Teams

If the same people work together often, you can group them into a team to invite them to new project faster:

  • Go to the People section.
  • Go to Teams.
  • Click +New Team.
  • Enter the Name and choose Members.
  • Click Create Team.


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