User management
How to create, edit, and manage user accounts.
User management is where you control who has access to PM One. Create accounts, assign roles, verify emails, and handle account lifecycle.
What you will learn
- How to create and edit users
- How to verify emails and manage account status
- How to import and export users
Creating a user
- Go to Users in the sidebar
- Click Create
- Fill in name, email, and role
- Click Save
The user receives a welcome email with their login credentials.
Editing users
Click any user in the list to edit their profile, role, and permissions. You can also verify or unverify their email address from here.
Email verification
Users need a verified email to access most features. From the user list, you can:
- Verify a user's email manually (useful for bulk-created accounts)
- Unverify an email if you need to re-trigger the verification process
- Bulk verify multiple users at once using the checkbox selection
Importing users
- Click Import on the user list
- Download the Excel template
- Fill in user data
- Upload the file
Imported users get auto-generated passwords and receive invitation emails.
Exporting users
Click Export to download a spreadsheet of all user accounts.
Deleting and restoring
Delete a user to deactivate their account. Deleted users go to the trash. You can restore them or permanently delete from the trash.
Common questions
Q: Can a user have multiple roles?
A user is assigned one role. Roles bundle permissions together, so pick the role that matches the user's responsibilities.
Q: What happens when I delete a user who owns content?
Their content (posts, tasks, etc.) remains in the system. Ownership transfers are not automatic; you may need to reassign items manually.