To switch user licenses, simply archive previous users, and then invite new users.
To free up a license when someone leaves the company, archive the user:
Click on Configure
Select Users
Search for the user you wish to remove
Click on the menu on the right
Select Archive User
Click Confirm
To free up a license temporarily (as in the case of maternity leave, for example), you can archive the user, then restore them later when needed:
Click on Configure
Go to the Users tab
Select for the user(s) you wish to restore
Click on the menu on the right
Select Restore User
Then, add the new joiner by inviting them to the platform:
Click on Configure
Navigate to the Users tab
Click on Add user
Add email (mandatory) and personal details (optional)
Did you already create the team? Select the team this user belongs to. Alternatively, type the name of the team here to create it.
Select a role
Team leads should have Admin or Superadmin rights. Team members should have standard rights.If you don't want the user to access Perdoo immediately, set Send invite to 'No'.
You can send the invite at a later point.*Accept the Terms of Service
Hit Submit
To set the user as the Team lead, go to the Team tab in Configure, and edit the team they should lead.
* NOTE: You can also invite users when creating teams or goals. Simply enter their email into the relevant field eg. goal "lead" or team "member."
It's important to note that Active, Reserved, and Invited users all count towards user licenses.
Have a question?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.