How to Manage Users

Topics included in this article:

• Adding a User
• Deleting a User
• Add a Partner
• Terminate a Partner
• Reinstate a Partner
• Deleting a Partner

Adding a User

To add a user, simply go to Settings -> Users and select "Add User":

Settings are accessed by clicking on the gear icon next to your initials in the top right corner of the web console.

Once a new user is created, they will automatically be emailed with instructions on how to create an account.

Once a user is created, you can assign roles to them.  

You can also plug into your existing SSO provider for authentication and even setup automatic user provisioning and de-provisioning by setting up SCIM.

Deleting a User

To delete a user,  click on Settings -> User Management -> Employees:

Here you will see a table where the row entries correspond to users with access to your company. Find the user you want to delete, and simply on the X at the far right to delete the user entry. 

Adding a Partner

Go to Settings -> User Management -> Partners:

Next, click the 'Add Certified Partner' button on the far right

In the popup, enter the partners org name, assign them a role, and set an expiration date (optional)

Note: If the partner does not exist you can select the 'Third-Party Partner' and add them that way.  After you add a partner this way, clicking on the the partner's name will bring up a shareable link you can send to the partner. They will be able to access your account this way.

Terminate a Partner

Similar to Deleting a User above, go to Settings -> User Management -> Partners:

Click the 'Terminate' button next to your partner name:

Reinstate a Partner

The partner can be reinstated from that same page by clicking the reinstate button (circled in black):

Deleting a Partner

To completely remove the partner from the account, click the 'X' at the end of the row from the above picture. A popup(below) will appear, and you will be prompted to confirm the partner deletion. Beware this is a permanent action.

If you have any further questions please reach out to our Rhombus Support at help@rhombus.com. If you would like to talk to a Rhombus Sales Representative please reach out to sales@rhombus.com.