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User Management (Managers Only)

Adding a User

Managers can add new users to their Organization.

To add a new user, navigate to the Organization section of the platform, click the Invite User button, and enter their Full Name and Email Address.

The User will receive an automatic email with their credentials and setup instructions.

User Management

View User Details

To view User Details, click on the 3 dots & select View user details:

  • Full name can be changed.

  • Email can be changed.

MFA can't be enabled it here, however you may enable it via the Security tab for everyone in the Organization.

Assigning Roles & Seats

Roles of the User and Manager may be applied to any User. If your license plan has been exceeded

you may assign a User to a View-only seat, they would only be able to review Designs. View-only users can review the designs, run the Results and all of the Export options. Only Design Seat users can make design changes.

Deactivating a User

To deactivate a User, click on the 3 dots & select Deactivate user.

Reason for deactivation may be entered & the User will see it upon the attempt to login.

The deactivated User will no longer be able to access your Organization's h2x account unless they are reactivated again via the Activated / Deactivated drop down menu next to the All roles field.