Adding and Removing Users

Adding your colleagues to your organization's TaskCall account is seamless. All you need is their email address. Email invites are sent to each potential user and they will be able to register themselves on to the platform. The request will only last for 3 days within which the invitee must register their account. Otherwise, the invite has to be resent.

Users can only be added, edited and removed by the Admins and the Owner.

Add Users

To add a user:

  1. Go to Configurations > Users.
  2. Click the Request New User button on the top right hand corner.
  3. Enter the email address of the invitee and select the account role the user will have. You can also optionally enter the user's official title/position.

    Add User
  4. Click Add.
  5. Done! An email will be sent to the email address with registration instructions.
Resend Invite

In the event that the email invitee did not register themselves before the invite expired, the invite can be resent with a single click.

  1. On the Configurations > Users page, go to the Requested Users tab. Email invites that are sent out for which no corresponding accounts have been registered yet are listed here.
  2. Hover over to the email item that you would like to resend the invite to and click the paper plane icon on the right side (next to the delete icon) button.
    Resend User Invite
  3. That's it! The invite will be resent giving the invitee another 3 days to register by.
Edit Role

User roles may need to be edited sometimes to better control access permissions. User roles can only be edited by Admins and Owner only.

  • Go to Configurations > Users. Stay on the Users tab that lists all the current users.
  • Click the edit icon button on the right side of the line item of the user whose role you want to edit.
  • Select the new role that should be assigned to the user. Click Update.
    Edit User Role
  • The user's role would be updated immediately. However, the user must log out and log back in for the changes to be reflected.
Transfer Account Ownership

An account must always have an owner. As a result, the owner cannot be removed from the account directly. The owner must first transfer the ownership of the account to another user before his account can be removed. The ownership can only be transferred by the Owner himself.

  1. Go to Configurations > Organization.
  2. Scroll down to the middle and go to the Account Owner tab.
  3. Click the Transfer ownership button.
  4. Choose the new role of the current owner and select the user who the ownership will be transferred to.
  5. Click Transfer.

    Transfer Ownership
Remove Users

Users cannot be directly deleted. Their responsibilities must first be transferred to another user.

  1. Go to Configurations > Users. Stay on the Users tab that lists all the current users.
  2. Click the delete icon button on the right side of the line item of the user who you want to remove.
  3. You will be prompted to confirm that you want to delete the user. Click Yes.
  4. Another prompt will be shown. Select the user to who you want to transfer the role of this user to.
  5. Click Transfer Roles and Delete User.
    Remove User
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