Adding & Removing Internal Users

Overview

Castaway allows you to invite trusted members of your company or firm to your Organisation as internal users. This article covers how to add and remove these users.

For detail on user roles and permissions, refer to this article: 

Internal users have access to all Projects in the Organisation by default. It is assumed they are trusted invitees. To restrict access to specific Projects, apply the Private Projects option to those Projects.

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Adding a User

Only Organisation Owners and Administrators can invite internal users to the Organisation. When invited, the user will be assigned either the Administrator or Analyst role.

To invite a user to your Organisation:

1. In the top left corner of the app, click Manage Organisation.
2. Select the Users tab then click Create User.
3. Complete all fields in the form and select either Administrator or Analyst as the role.
4. Click Send Invitation. The invited user will receive an email with instructions to register for a Castaway account (if they do not already have one) or to accept the invitation to join your Organisation.

To invite external users (Guests) to individual Projects, refer to this article: Inviting Guests to your Project

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Removing a User

Only Organisation Owners and Administrators can remove users from the Organisation. If a user is removed by mistake they can be re-added with the same access as before.

Common reasons to remove a user include:

• The user has left your company
• The user no longer requires access to Castaway
• The user needs to be added to a different Organisation

To remove a user from your Organisation:

1. Log into Castaway and go to Manage Account via the profile icon in the top right corner of the screen.
2. Select the Users tab.
3. Navigate to the user you wish to remove and locate the three-dot ellipsis under the Edit column.
4. Click and select Delete.