Manage Users and Licensing
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      2. Manage Users and Licensing

      Add and Remove Users

      Understand how users are managed and how to review user's activity

      Users in TopLeft are taken from your PSA user database. For this reason, TopLeft doesn't offer tools for adding, updating, and removing user accounts.

      Add a User

      To create a user in TopLeft, create the account in your PSA and ensure the person logs into the PSA at least once. Their account will be created in TopLeft automatically.

      Disable a User

      If you only want to remove a user's access to Kanban boards, remove their license. You don't need to disable the user account.

      Choose one of the following methods to disable a user. This prevents the user from logging into TopLeft.

      Prevent a User From Using Both the PSA and TopLeft

      This is the normal procedure for when an employee leaves your company. You don't have to do anything in TopLeft.

      To prevent the member from using both your PSA and TopLeft, disable the member in your PSA. The associated user account will be disabled in TopLeft.

      Allow a User to Use the PSA But Prevent From Using TopLeft

      To allow the member to use your PSA, but prevent him or her from accessing TopLeft, disable the user account in TopLeft. Do these steps:
      1. Navigate to Admin > Advanced Options.
      2. In the left menu, at the bottom in the USERS section, click Users.
      3. Find the user account. You can search by name or username. Click the username to open their page.
      4. In the Permissions section, clear the Active field.
      5. At the bottom of the page, click Save.

      Re-enable a user

      If a TopLeft user account is disabled (either automatically or manually) and the PSA member is later re-enabled, the user account is not automatically re-enabled in TopLeft. The account should be re-enabled manually by following the steps above but enabling the Active field instead of clearing it.