User Management

The Users screen allows you the ability to add or remove an existing or new registered NaviStone platform user to a given client. Any partner user or client user can invite users to access their associated clients. Additionally, any partner user or client user can revoke access of client users.

Inviting a User

1. While logged into the platform, navigate to the sidebar on the left of the screen. Click on the client that you want to invite a user to.
2. Click on Users.
3. The platform displays all current users that have access to the client.
4. To invite a new user, click on + Invite User in the upper right.
5. This displays a type box. Type the full email address of the user that you wish to invite.
6. Click Send Invitation to send the email address an invitation email.

NOTE: When you return to the Users page, you will not be able to see the invited user until they complete the sign-up process.

If the user already exists in NaviStone's user pool, they will automatically be added to the client that they were invited to.

Accepting an Invitation for New Users

1. Open your email and look for a NaviStone invitation message.
2. Click on the link. This will launch your web browser with the sign-up page.
3. Enter your first name, last name, email, and selected password.
4. Click Sign Up. You will then be displayed a User Verification page. A verification code will automatically be sent to your email.
5. Enter the code that was sent to your email in the Code box. Hit Verify.
6. Once verified, the page will reload showing the client that the user has been invited to.

Removing a User

1. While logged into the platform, navigate to the sidebar on the left of the screen. Click on the client that you want to remove a user from.
2. Click on Users.
3. The platform displays all current users that have access to the client.
4. To remove a user from the client, click Remove from Client to the right of the targeted user's name. You will be displayed a removal confirmation window. Confirm by selecting Remove, or Cancel any changes.

NOTE: You are currently unable to remove access for partner-level users.

TIP: If the user belongs to multiple clients, you'll have to remove them from each client that you want to revoke access from.