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Invite a User

Account admins invite new Users by email from the User Management tab, then set their permissions in the same table.

Before you start

  • You must be an Account admin. The User Management tab only appears for admins.
  • If Access Control is on, a new User has no access to any data until you grant it. See set up Access Control.

Send the invitation

  1. Click Settings (the cog in the header), then the User Management tab.
  2. Click Add, at the right of the table header.

  3. Fill in Invite User:

    Field Required Notes
    Email Yes The User's email address, which becomes their username. You can't invite someone who already has access to the Account
    Invite as read-only No Makes the User Restricted (read-only) on this Account. Off by default

  4. Click Confirm. Bramble shows "Invitation email sent".

The User gets an email with an activation link, which expires after 24 hours. If they already use Bramble with another Account, the email adds this Account to their list instead. See activate your account.

The User appears in the User Management table once they've activated. Until then, you can invite the same address again, for example if the link has expired.

Set permissions

The invitation can't make someone an admin or a reviewer. Once the User appears in the table, tick the boxes on their row. Changes save straight away.

Column Tick it to
Admin Make the User an Account admin. Not available for Restricted Users
Restricted Give the User read-only access. Not available for admins
Draft Let the User create and edit drafts of reports, and of annotations and Results comments if reviewing is on for them
Approve Let the User approve drafts. Tick Draft first; Approve includes it
Part File Download Let the User download Parts. Only shown if Part Download Control is enabled for your Account
Access Control Click manage to choose which data the User can see. Only shown when Access Control is on

You can't change your own row, and the admin, restricted and download options don't apply to other admins. For what each permission allows, see roles and permissions.

Remove a User

  1. On the User's row in User Management, click the bin icon.
  2. Click Confirm in Remove User.

The User loses access to this Account only. If they have no other Account, they can no longer log in. You can't remove yourself or another admin; untick Admin first.

Related: Roles and permissions · Set up Access Control · Users and accounts