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Managing Users


Overview: Managing access to your projects is a constantly evolving challenge. Spex provides a variety of features to help you add new users, deactivate users and re-activate them as needed. Spex also provides a selection of permission levels to ensure that the right people have access to the right information.

Adding New Users

  1. From the Dashboard Overview page, click on the “Users” button in upper right hand corner.
  2. Click on the “Add User” Button. A dialogue asking for details about the individual will pop over.
    a) Enter the users full name.
    b) Enter the users email (this will be their log-in name as well).
    c) Choose the Role - Inspector, Manager or Administrator.
    i. Currently Manager and Administrators both have access to the same features and information.
    ii. Inspectors:
    1. Only have the ability to see projects that are assigned to them.
    2. Are able to view other users but can only edit their own information and can not remove users.
    iii. All users can change settings for the organization.

Deactivating Users
Note: you must be logged in as an Administrator or Manager to Deactivate users.

  1. From the Dashboard Overview page, click on the “Users” button in the upper right hand corner.
  2. Navigate down the page to find the user you wish to Deactivate.
  3. Select “Deactivate”
    a) This will remove the users access to any project associated with your account.
    b) You will want to make sure to re-assign any projects assigned to that user to someone else. You can use the Bulk Edit feature at the bottom of the projects page to do this.

Activating Users
Note: you must be logged in as an Administrator or Manager to activate users.

If you have a workforce that comes and goes in a seasonal way, you may have the need to re-activate a Spex account from time to time.

  1. From the Dashboard Overview page, click on the “Users” button in the upper right hand corner.
  2. Below your active users, you will see all previous deactivated users (if you have a large list of users, you may want to use the search field to find the user more quickly). Navigate to the row or the correct user.
  3. Select “Activate”
    a) This will re-activate the user. Their previous associated email address a permission level will be re-instated as well.

Editing Users
Note: you must be logged in as an Administrator or Manager to edit other users information.

  1. From the Dashboard Overview page, click on the “Users” button in the upper right hand corner.
  2. Navigate down to or search for the correct user.
  3. Click the “edit” button to the right. From the pop dialogue you can:
    a) Update the Name
    b) Update the Email address (also their Spex login)
    c) Update their Permission Level