Settings & configuration

User management

Manage profile, password, team, and preferences.

Overview

User management in VerifyWise allows administrators to control who has access to the platform and what they can do. From the Settings page, you can manage your own profile, update security credentials, and administer team members.

Settings tabs

The Settings page contains several tabs for different configuration areas:

Profile

Update your personal information and profile photo.

Password

Change your account password.

Team

Manage team members, roles, and invitations.

Organization

Configure organization name and branding.

Preferences

Set personal preferences like date format.

API Keys

Manage API tokens for programmatic access.

Profile settings

The Profile tab allows you to manage your personal account information.

Personal information

You can update the following information:

  • Name: Your first name (2-50 characters)
  • Surname: Your last name (2-50 characters)
  • Email: Your email address (read-only, cannot be changed)

Click Save after making changes to update your profile.

Profile photo

You can upload a profile photo that appears next to your name throughout the platform:

  • Update: Click Update to select a new photo from your computer
  • Delete: Click Delete to remove your current photo
  • Requirements: Recommended 200x200 pixels, max 5MB, PNG/JPG/GIF/SVG formats

Deleting your account

You can permanently delete your account from the Profile tab. This action removes all your data from the system and cannot be undone.

Administrators cannot delete their own accounts while they are the only admin. Ensure another admin exists before attempting to delete an admin account.

Changing your password

The Password tab allows you to update your account password for security purposes.

  1. Navigate to Settings and select the Password tab
  2. Enter your current password
  3. Enter your new password
  4. Confirm your new password
  5. Click Save to apply the change
Password best practices
Use a strong password with a mix of uppercase, lowercase, numbers, and special characters. Change your password periodically for enhanced security.

Team management

The Team tab allows administrators and editors to manage the users in your organization.

Viewing team members

The team table displays all users with the following information:

  • Name: The user's full name
  • Email: The user's email address
  • Role: The user's assigned role (Admin, Editor, or Viewer)
  • Action: Delete button to remove the user
Team members table showing users with their names, email addresses, roles, and action buttons, with filter tabs for All, Admin, Reviewer, Editor, and Auditor
The Team tab displays all team members with role filters and an option to invite new members.

Use the filter buttons at the top to show all users or filter by role. Click column headers to sort the table.

Inviting new team members

To invite a new user to your organization:

  1. Click "Invite team member" button
  2. Enter the user's email address
  3. Select the role to assign (Admin, Editor, or Viewer)
  4. Click Send invitation
Invite new team member modal with fields for Name, Surname, Email, and Role selection dropdown
Invite new team members by entering their details and selecting a role.

The user receives an email with a link to create their account and join your organization.

Changing user roles

To change a user's role:

  1. Find the user in the team table
  2. Click on the role dropdown in their row
  3. Select the new role
  4. The change is saved automatically
You cannot change your own role. Another administrator must update your role if needed.

Removing team members

To remove a user from your organization:

  1. Find the user in the team table
  2. Click the delete icon in the Action column
  3. Confirm the deletion when prompted

Removed users immediately lose access to the platform. You cannot delete your own account from the Team tab.

Preferences

The Preferences tab allows you to customize how information is displayed for your account.

  • Date format: Choose how dates are displayed throughout the platform (e.g., DD-MM-YYYY, MM-DD-YYYY, YYYY-MM-DD)

Click Save after changing your preferences. Settings are stored and applied whenever you log in.

Frequently asked questions

Why can't I change my email address?

Email addresses are used as unique identifiers for accounts and cannot be changed after registration. If you need to use a different email, you'll need to create a new account with the new email address.

A team member didn't receive their invitation email. What should I do?

Ask the user to check their spam or junk folder. If the email is not there, you can send a new invitation. Some organizations may have email filtering that blocks invitation emails.

Who can invite new team members?

Users with Admin or Editor roles can invite new team members. Viewers cannot send invitations.

PreviousOrganization settings
NextRole configuration
User management - Settings & configuration - VerifyWise User Guide