User Management

Learn how to manage users properly.

17 articles in this collection
Written by Cory MacVie and Mike Meesseman

General

What is a user/member?

Who is a user or member in Fulcrum.

Written by Mike Meesseman
Updated over a week ago

What is a user account?

Describing what people use to access your Fulcrum plan.

Written by Mike Meesseman
Updated over a week ago

How does Fulcrum work with multiple users?

Working with teams.

Written by Mike Meesseman
Updated over a week ago

As an owner/manager can I reset the password of one of my plan members?

Why you cannot change a password for a member's user account.

Written by Mike Meesseman
Updated over a week ago

What are audit logs?

How to use audit logs to monitor and audit user activities within your organization.

Written by Mike Meesseman
Updated over a week ago

Is there a way to download a list of my plan's members?

How to download a CSV file of the current members of your plan.

Written by Mike Meesseman
Updated over a week ago

Adding and Removing Users

How do I set up Single Sign-on?

SSO is available on Fulcrum Enterprise accounts and can be enabled by your Account Manager.

Written by Cory MacVie
Updated over a week ago

Is there a monthly cost to add more users?

The user cost for the various plan types in Fulcrum

Written by Mike Meesseman
Updated over a week ago

How do I add or import new users to my plan?

Inviting or importing user accounts to be members of your Fulcrum plan.

Written by Mike Meesseman
Updated over a week ago

How do I remove members from my plan?

Removing users from your plan.

Written by Mike Meesseman
Updated over a week ago

Roles

What role types are included with the system? What can they do?

Standard roles and what they can do.

Written by Mike Meesseman
Updated over a week ago

How can I create custom roles with specific access rights?

Creating custom roles with unique permissions.

Written by Mike Meesseman
Updated over a week ago

Role Permission Definitions

What each permission grants access to

Written by Mike Meesseman
Updated over a week ago

Managing Member Permissions

Where do I manage and edit member permissions?

How to change a user role and access to apps, projects and layers.

Written by Mike Meesseman
Updated over a week ago

How do I grant or revoke access to an app?

Setting member permissions to apps or forms from within the app's dashboard page.

Written by Mike Meesseman
Updated over a week ago

How do I grant/revoke access to a custom layer?

The ways you can control what users have access to layers in your plan.

Written by Mike Meesseman
Updated over a week ago

How do I Grant/revoke access to a project?

Where you can control what projects a member of your plan has access to.

Written by Mike Meesseman
Updated over a week ago