Create users and groups

You can add additional users to your Patchdeck account and create user groups by clicking on "User Management" in the sidebar. Only Administrator users can control user management function. Each account has a built-in administrator group and the user that was used to setup the account will be added to this group automatically. If you want to make other users into administrators you can add them two the "Account Admin" group. Administrators have access to all functionality for an account, including billing and account management.

Creating users:

Step 1: Open user management

Make sure you are logged in as the primary user and go to https://patchdeck.com/user_management

Step 2: Create a new user

  1. Click on "Create new user": 

  2.  Enter the email address of the new user
  3. If you are on our "Business" plan you have an additional checkbox available to activate business authentication for this user. If you select "Yes" the user will only be able to login via Microsoft Azure AD or Google: 

  4. The user will receive an email with instructions on how to activate the account.

Creating User Groups

Step 1: Open user management

Make sure you are logged in as the primary user and go to https://patchdeck.com/user_management

Step 2: Create a new user group

  1. Click on "Create new user group":
  2. Enter a name for the group and click okay
  3. On the overview page you can click on the group name to open up a page where you can add and remove group members 

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