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Inviting and managing users

Learn how to add new team members to your Banqup space

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Manage your team's access to the space by adding or removing user. Here's how to handle user management efficiently.

Adding new users

  1. Access user settings:

    • Click your business name (top-right corner).

    • Select Settings.

    • Find the Users card.

  2. Send invitation:

    • Click Invite new user.

    • Enter user details:

      • Name

      • Email address

      • Invitation language

    • Click Send invitation.

The invited user will receive an email with instructions to set up their account.

Deactivating users

To temporarily deactivate a user that you plan on reactivating later:

  1. Go to Settings.

  2. Navigate to the User's card.

  3. Double-click on a user.

  4. Click on Deactivate.

Deleting users

To remove a user's access:

  1. Go to Settings.

  2. Navigate to the Users box.

  3. Click the three dots menu next to the user.

  4. Select Delete and confirm.

Note: Deleted users lose access immediately.

FAQ

Can users change their language later?

Yes, users can modify their language preferences in their profile settings (accessible by clicking the space name at the top-right of the screen, then My user profile).

Can I temporarily disable access instead of deleting?

Yes, you can temporarily deactivate a user. See the section Deactivating an user above.

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