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User Management

Administrators in Valid8 can create, edit, change the role of, block, re-enable, and permanently delete users. There are two platform-level roles: Customer User (can interact with engagements they have been assigned to) and Customer Admin (can create engagements, set rules, and assign users). Only users with administrative privileges can perform any of these actions. After creating a new user, a welcome email must be sent manually from the Users tab.

 

Before You Begin

Have the following ready before starting:

  • Administrative privileges in Valid8

Steps

  1. Click your initials in the top right-hand corner of the screen.
  2. From the dropdown, click Admin.
  3. Navigate to the Users tab. The top toolbar contains all icons for managing users.
  4. To create a new user: click the + icon. In the Create Customer User window, the default role is set to Customer User (this can only be changed after the user is created). Enter the user's email address, first name, and last name, then click Save. The new user appears in the list.
  5. After creating the user, check the checkbox next to their name and click the Send Email icon in the top toolbar so they receive their welcome email.
  6. To edit an existing user: check the checkbox next to their name and click the Edit icon. From the edit form, you can update their email address, first name, or last name.
  7. To change a user's role: check the checkbox next to their name and click the Change Role icon. You can promote a user from Customer User to Customer Admin, or demote them in reverse.
  8. To block a user: click the Block User icon. The status symbol in the Enabled column will change to indicate the user is blocked. The user will no longer be able to access the platform.
  9. To re-enable a blocked user: check the checkbox next to their name and click the Enable User icon. Their status will return to a checkmark.
  10. To permanently delete a user: check the checkbox next to their name and click the Delete icon. This action permanently removes the user from the system and cannot be undone.

Tips & Common Questions

  • Send the welcome email immediately after creating a user. The user cannot log in until they receive and act on the welcome email. This step is not automatic — it must be triggered manually.
  • Role defaults to Customer User and cannot be set during creation. If a user needs Customer Admin privileges, create them first, then use the Change Role icon to promote them.
  • Block vs. Delete. Blocking a user disables their access while keeping their account intact — useful for temporary suspension. Deleting is permanent and removes them from the system entirely.
  • Customer User vs. Customer Admin. Customer Users can only work within engagements they have been explicitly assigned to. Customer Admins can create engagements and manage which users are assigned to them.