{"id":8415,"date":"2026-07-02T20:48:02","date_gmt":"2026-07-02T20:48:02","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8415"},"modified":"2026-07-04T15:25:13","modified_gmt":"2026-07-04T15:25:13","slug":"users","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/users\/","title":{"rendered":"Users Overview"},"content":{"rendered":"\n<p>Each user on the account is assigned a profile. Administrator and standard users are the default profiles.<\/p>\n\n\n\n<p>To invite a new user, go to Setup > Users and click Invite New Users.<\/p>\n\n\n\n<p>Enter the email addresses of the users you want to invite.  <\/p>\n\n\n\n<p>If you prefer you can also import users via CSV Import for bulk user import.<\/p>\n\n\n\n<p>Indicate the profile you would like the user to inherit during sign-up.  Profiles control Permissions.   <a href=\"https:\/\/www.greminders.com\/articles\/profiles-users\/\">Read more about Profiles.<\/a><\/p>\n\n\n\n<p>Administrators will have advanced controls over users. By simply clicking the drop down arrow on that users row you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Edit the user&#8217;s profile.<\/li>\n\n\n\n<li>Apply scheduling and notetaker licenses<\/li>\n\n\n\n<li>Deactivate a user so they don&#8217;t count against your user number, but you retain their data for reports.<\/li>\n\n\n\n<li>Completely delete the user.<\/li>\n\n\n\n<li>Send a password reset notification.<\/li>\n\n\n\n<li>Log in as the user.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"665\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/04\/image-9-1024x665.png\" alt=\"\" class=\"wp-image-11797\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/04\/image-9-1024x665.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/04\/image-9-300x195.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/04\/image-9-768x499.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/04\/image-9.png 1317w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you &#8220;login as&#8221; the user, at the top of the screen you&#8217;ll see you are masquerading as the user. You can view the user&#8217;s upcoming events and scheduled reminders, see the managed templates available to the user, and any templates the user has created themselves if allowed by the administrator.<\/p>\n\n\n\n<p>You can also see managed and user-created <a href=\"https:\/\/www.greminders.com\/articles\/event-type-templates-for-administrators\/\">event types<\/a>. Click on <strong>Return to Original Session<\/strong> to return to the admin account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"385\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24-1024x385.png\" alt=\"\" class=\"wp-image-10482\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24-1024x385.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24-300x113.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24-768x289.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24-1536x578.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/image-24.png 1582w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you have additional questions please contact support@greminders.com.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83],"tags":[],"class_list":["post-8415","post","type-post","status-publish","format-standard","hentry","category-access"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Users Overview - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Users Overview - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup &gt; Users and click Invite New Users. Enter the email addresses of the users you want to invite. 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