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Add Users

Data is a team game and Collate is a platform to discover, collaborate, and get your data right. Collaboration works best when all the team members have access to a standard tool. Admins can send invitations and invite users to onboard to Collate.
  1. Select the Profile icon and navigate to Settings > Team & User Management > Users. Access Users
  2. Click Add User. Add user
  3. Fill in the following details and click Create:
    • Email (required) — The user’s email address.
    • Display Name (optional) — The name shown in the Collate UI.
    • Description (optional) — Add context about the user’s role or responsibilities.
    • Teams (optional) — Search and select one or more teams to assign the user to.
    • Roles (optional) — Select one or more roles to assign directly to the user.
    • Admin (optional) — Toggle on to grant the user full admin access.
    Create User form
Tip: Users inherit the roles assigned to their teams. Additional roles can be assigned directly to a user when they need permissions beyond what their team provides.

How to Add Users to Teams

Add users to the relevant teams or sub teams.