Managing User Access: Assigning and Reassigning Seat Licenses & Admin Access

This guide provides step-by-step instructions on how to assign and reassign seat licenses and grant administrator access within the platform settings.

Assigning Seat Licenses 

1. Navigate to the Settings icon on the right side of the platform.
2. Click Platform Settings.
3. In the left-hand menu, select User Management.
4. To add a new user:
   1. Click Invite New User.
   2. Enter the First Name, Last Name, and Email Address of the user.
   3. Click Add User.
5. Once the user is added, tick the Licensed box to assign them access to the subscription.

Editing Seat License Access

1. In User Management, locate the user whole access you want to modify.
2. Tick or untick the box under Licensed option:
   1. Ticked → The user has access to the platform.
   2. Unticked → The user no longer has access.

Updated User Information

1. Next to the user’s name, you will see an Edit icon and Trash Bin icon.
2. Click the Edit icon to update the user’s first and last name.
   • The email address cannot be edited. If the email was entered incorrectly, you must delete the user and re-add them with the correct email.
3. To completely remove a user’s access, click the Trash Bin icon on the right side.

Managing Guest Users

Guest users are external users who have been granted access to opportunities shared via Federal Compass.

Viewing and Editing Guest Access 

1. In User Management, guest users will be listed separately.
2. Under each guest user’s name, you will see a list of all the opportunities they have been granted access to.
   1. You can click on an opportunity title to go directly to that opportunity.
3. Next to each opportunity, you will see the guest user’s permissions categorized by: Notes, Tasks, Docs, and Fields
   1. Each category will indicate whether they have Create, Edit, or No Access.
      

Removing Guest Access

• To remove access to a specific opportunity, click the Trash Bin icon next to that opportunity title. 
• To remove the guest user completely, click the Trash Bin icon next to their name in the guest user list.

Pending Invitations

• The Pending Invitations section lists invitations sent to guest users who have not yet accepted.
• These will remain listed until the invitation is accepted or manually revoked. 

Editing Administrator Access

Administrators have additional permissions to manage users, update platform settings, configure user-defined fields, and manage integrations.

Adding an Administrator

1. Navigate to Platform Settings by clicking the Settings icon.
2. On the left-side menu, select Company Settings (located at the top).
3. Under the Administrators section, select the user’s name from the dropdown menu.
4. Click Save to confirm the changes. 

• Administrators have permissions to: 
  • Manage user access
  • Update platform settings
  • Configure user-defined fields
  • Manage integrations
    
    

Need Additional Help?

If you have any questions about managing user access or guest permission, please reach out to the CSM team for further assistance, support@federalcompass.com.