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Managing users in your account
Managing users in your account

How to add and remove users and create groups

Updated over 3 months ago

As a premium plan member, you can add users to your account for collaboration. For more on members, groups and accounts, refer to our article on how people are organized in Timetoast accounts. This article covers how to manage users and groups in your account.

Adding members to your account

Adding new Timetoast users to your account

If you are adding users to your account that do not yet have a Timetoast account, you can navigate to the People tab and click the 'Add people +' button. You have two options for inviting users:

  1. Invite by Email/Username: Send an invitation directly to their email or by entering their Timetoast username. If the users you are adding do not already have Timetoast accounts, upon accepting the invitation and completing the registration, they will automatically be added as members of your account.

  2. Use a Sign-Up Code: Provide users with a sign-up code that they can enter at the top of the plans page during registration. This will automatically add them as members of your account upon completing their registration. If they already have an existing Timetoast account, you will need to send an invitation instead.

Adding existing Timetoast users to your account

If you are inviting an existing Timetoast user to your account, you will need to invite the user by email or username. Go to the People tab and click the 'Add people +' button. Then Invite by Email/Username. The user you are adding will receive a notification in their account that s/he as been invited to join your account.

The user will need to log into his/her Timetoast account and go to notifications to see the invitation. You can access notifications through your 'Account' in the site header.

Once the user accepts the invitation, s/he will be added to your account. You can check that s/he is in your account by going to your People tab.

What if I receive a sign-up code and I already have a Timetoast account?

If you receive a sign-up code and already have a Timetoast account, ask the person who invited you to instead send you an invitation. Likewise, if you have a group sign-up code, ask the person who created the group to instead send you an invitation from the group page.

You will receive an email and a notification to accept the invitation. You can access notifications through your account. Go to Account on the top right of the homepage when signed in, then click on the Account icon and go to notifications.

Group sign-ups

You can also create a group within your account. Once a group is created, a group sign-up code will be generated. (The sign-up code will be on the right of that group's page under your Groups tab.) Share this code with individuals you wish to add to your account, and they will automatically become members of both your account and the specified group upon registration. If they are already a Timetoast user, you will need to send an invitation.

If you have user accounts created before March 2024 that haven't been activated yet, you will also see the "Print activation links" option. To activate these users, use the checkboxes to select them, then click "Print activation links." You'll be directed to a page where you can print their unique activation links. Please note that we have streamlined our account creation process and no longer support this feature.

Note, if you’re on the free account, you won’t be able to add additional account members.

Removing users

To remove a user from your account, follow these steps:

  1. Navigate to the "People" tab.

  2. Select the user you want to remove by checking the corresponding checkbox.

  3. Tap or click the "Delete" button to remove the user.

Please note that this action will permanently delete the user along with all their timelines and any other data associated with your account. However, if the user is also a member of another account, only the content they created within your account will be deleted. This action is irreversible, so please ensure you are deleting the correct user(s).

Adding groups

From your dashboard, click on the ‘Groups’ tab.

Click or press ‘Add group +’ and fill in a name for your group. Press ‘Create group’ and you will automatically be taken to your newly created group. By default you will automatically be added as a member of your new group.

You can see all the groups you’ve created, or are a member of, under the groups tab.

Members of a group can work together on a timeline or just let other group members view the group timelines. See the 'Giving others access to your projects' section below for more detailed instructions.

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