User Management

To invite new users or manage access, go to Company Admin > Users.

On this page, you’ll see a list of all pipIQ users, along with their account type, status, and date added.

Account Types

Account type is assigned when employees are invited to the platform.

• Admin – Can manage and edit the Company Admin section and the Knowledge Base.
• User – Limited access; can view the Knowledge Base but cannot edit Company Admin settings.

Admins can change an employee’s account type by using the dropdown menu next to their name.

Account Status

• Active – The user has accepted their pipIQ invitation.
• Pending – The user has been invited but has not yet accepted.

Add New Users

To invite new users:

1. Navigate to Company Admin > Users.
2. Click Invite Users in the bottom-right corner.

3. An Invitation menu will open on your screen:

   

Choose one of two methods:

• Manual entry – Type in individual email addresses.
• .CSV upload – Upload a file with the following format:
  • Column 1: Email address (required)
  • Column 2: Role designation (optional: “user” or “admin”)

4. Review the uploaded list to confirm roles and email addresses.

5. After reviewing, click send (X) invites to invite your employees to join pipIQ.

Delete Users

To remove a user:

1. Navigate to Company Admin > Users.
2. Select the three-dot menu to the right of the user’s name.
3. Click Delete to permanently remove them from your company’s instance.