Invite and manage users
Add a teammate with a role and product access, see them on the Users list, send them an invitation, and edit, disable, or remove a user later.
Before you start
- You need the Admin account role to add or manage users.
- Know which products (for example EDOS or Insights) the new user should be able to access — you can only grant products your account owns.
- Each product has a maximum number of users; adding someone beyond that limit is blocked.
Steps
- Open the user menu at the bottom of the sidebar and choose Account. Your account page opens on the Users tab, which lists everyone on the account with their role and status.
- Select Add User. A dialog titled Add User to Account opens.
3. Fill in First Name, Last Name, and Email. Title,
Mobile Phone Number, and Profile Image are optional.
4. Choose an Account Role: Admin or Member.
5. Under Products, select every product this user should be able to
access. The picker only offers products your account owns, and you must
choose at least one. The note under the field reads "The user can access
only the products selected here."
6. Select Create.
7. Send the invitation. Adding a user does not email them by itself. Either
tick the new user in the list and select Send Invitations (1), or open
their profile and select Send Invitation. Confirm the dialog.
What happens next
- The new user appears on the Users tab with a Pending status until an invitation is sent, then Invited until they sign in for the first time, then Active.
- The invitation email contains a sign-in link. Later sign-ins work the same way, from the sign-in page. See Sign in to Incenti.
- If adding the user, or granting them a product, would put that product over its user limit, the change is blocked and you see a message that the product's user limit has been reached, with the support address to contact to add more users.
Managing an existing user
- Select a user on the Users tab to open their profile.
- Account admins can edit the user's name, title, phone, image, and account role from the profile.
- Product Access is managed separately on the profile: select the pencil icon next to Products, check or uncheck products in the picker, then Save. Granting a new product runs the same seat-limit check as adding a user.
- Select Send Invitation to send or resend the invitation email. You are asked to confirm and shown the address it goes to. Only users whose status is Pending or Invited can be sent an invitation.
- Select Disable User to block their access, or Enable User to restore it. A confirmation dialog explains which will happen. A disabled user no longer counts toward any product's user limit.
- System admins additionally see a Delete button that permanently removes the user after confirmation; this isn't available to regular account admins.
Common questions
Q: What's the difference between Admin and Member? A: Account Role on the Add User form offers Admin and Member. Admins can manage users and other account-level settings; members cannot.
Q: I can't select a product for a new user — why? A: The Products picker only lists products your account owns. If a product is missing, your account doesn't have access to it.
Q: I tried to add a user and got an error about a user limit. What now? A: That product has reached its maximum number of users. Contact Incenti support to add more users, or free up a seat by disabling a user who no longer needs that product.
Q: I added a user but they never got an email. Why? A: Adding a user creates them in Pending status; the email goes out only when you send an invitation. Tick them on the Users tab and select Send Invitations, or open their profile and select Send Invitation.
Q: Where is the Users page? I don't see it in the sidebar. A: It is a tab on your account page. Open the user menu at the bottom of the sidebar, choose Account, and select the Users tab.
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