How to add and manage users in Fello

Learn how to invite your team members to Fello and perform various actions for them, such as configuring their contact information, changing their roles and permissions, and more.

Inviting Users

To invite your team members to Fello:

Click on your Profile from the top-right corner and select Settings.
Navigate to the Users tab.
You will now be able to see a list of all the current users along with their roles.
Click Invite User in the Users section.
Prerequisite: Your role must have permission to configure users.
Add your team member's email address and select their role.

You can also add multiple email addresses to invite users in bulk.
Mark the Send invite email option if you’d like to send an invite email, from which your users can access their Fello account and configure a password.
Click Invite.

Your team members can start using their account as soon as they have accepted the invitation in their email. Once accepted, their status will change from Invited to Active.

Managing Users

Once you’ve added or invited a user to Fello, you can perform the following actions for their account by going to Settings > Users.

ACTION	DESCRIPTION	STEPS
Edit User Information	Edit your users’ information such as their name and contact details.	Click the Edit (Pencil) icon near a user under the Users section.
Change User Roles & Permissions	Change your users’ default roles as your team evolves, or configure custom permissions for a particular user.	Select a role from the dropdown near a user under the Users section. Learn more about roles and permissions.
Emulate Users	Access a particular user’s Fello account and perform actions on behalf of them.	Click the More (3-dot) icon near a user under the Users section, and select Emulate User.
Reset Password	If a user has forgotten their password, you can reset it for them.	Click the More (3-dot) icon near a user under the Users section, and select Reset Password.
Make Account Owner	Grant a user full access to Fello with the Owner role.	Click the More (3-dot) icon near a user under the Users section, and select Make Account Owner.
Resend Invite	Resend the Fello invitation email to your user, in case the initial one can’t be found or has expired.	Click the More (3-dot) icon near a user under the Users section, and select Resend Email.
Delete User	Remove a user from Fello, thereby restricting their access.	Click the More (3-dot) icon near a user under the Users section, and select Delete User.