Adding & Editing Users on Your Account

In this article:

• How to Invite Users
• Invitations vs. Members
• Editing User Access & Details
• Deactivating Users

*You will need admin permissions to perform these steps.

How to Invite Users

1. From left hand menu, click the ⚙ Settings icon.
2. Select Team Members. 
3. Click Invite Team Members.
4. Enter an email address for each user.
5. Select the permission set you'd like to assign to the new member(s). 

6. Click Send Invitations. *They will receive an email invitation prompting them to create a password and install or log in to the Encircle app on their device. 

   

Invitations vs. Members

1. The Invitations section shows pending invites that haven't been accepted yet.
   1. To resend the invitation, click the 3 dots and select Re-Invite. To undo the invitation, click the trash can icon.
2. The Organization Members sections shows users who have accepted their invites and created a password.

Editing User Access & Details

To edit a user's details, follow these steps:

1. Click the 3 dots to the right of the user.

2. Click Edit. 

   

Under Profile, you can update their permissions. 

Under Access, you can revoke their access to certain features (currently applies to our Floor Plan feature). 

Under Notifications, you can toggle their notification settings for Payments. 

Deactivating Users

*If a user has unsynced data on their device when you deactivate them, that data will be lost. If possible, get a hold of their device, open Encircle, and let their data sync down before you complete these steps.

1. Click the 3 dots to the right of the user.
2. Select Deactivate Member.

3. If you're ready to remove them, click Deactivate again to confirm. 

   

If you need to add them back to your organization, follow these steps:

1. Open the Deactivated members tab.
2. Click the 3 dots to the right of the user.
3. Select Edit.
4. Click Re-Invite.

5. Click Save. 

   

Updated July 09, 2026 20:17