Adding, Removing, and Editing Users Follow
As an Administrator in Splash, managing your team has never been easier. Use Team Manager to add, remove, and edit team members.
| This feature is available to Basic, Pro, and Enterprise plans | |
| Roles available: Admin, Admin (Basic) | |
| This feature is in General Availability |
On this page, you'll learn about:
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Adding users
Users can be added one-by-one or uploaded in bulk via a .CSV file.
To add users one-by-one:
- Log in to Splash.
- Click the Team tab.
- Click Add User.
- Click on a role.
- Enter the team member's email.
- Select a group.
If groups are not populating in the field, begin typing the group name and select the group from the dropdown that appears. - Click Add User.
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Note: If you select a role for the user and you've already exceeded the available licenses for that role, see License overages for more information. |
When adding users in bulk via CSV, the file must include separate columns for the user’s email address, role, and at least one group. The role and and group name entered must match the roles and groups of your existing Splash team.
To upload users via a .CSV file:
- Log in to Splash.
- Click the Team tab.
- Click the
and select Upload CSV.
- Click Choose .CSV.
- Select your .CSV.
- Map your column headers to the corresponding Splash fields.
- Select whether invite emails should be sent to the uploaded users. Any users without a Splash account will receive an invite email regardless of whether the box is checked or not.
- Click Continue.
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Warning: If a user is listed in the .CSV with an invalid email address, or with a role or group name that doesn't exist, the row will be skipped and the user won't be added to the team. |
If your team is using Single Sign-On (SSO), users should be added in Splash before they're added to your SSO account. This ensures the correct role is assigned to the team member prior to setting up SSO.
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Note: Adding a user directly through your SSO provider will automatically add them as a Viewer (Read-only) role. Learn how to change a user's role. |
Once a user is added in Splash, a welcome email is sent to their email address to access their account.
To resend an invite to a user, click on their name from the Users tab and select Resend Team Invite.
Editing users
You can edit user's group or role at any time.
To edit a user:
- Click the Team tab.
- Select the user and click Edit User.
- Use the role dropdown to select a new role.
- Choose to add the user to more groups or remove the user from existing ones by clicking the
next to the group name.
- Click Save.
Note: Users can be added to multiple groups, but can only have one Role.
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Note: To edit multiple users' roles simultaneously, select their corresponding rows and click Edit Roles. Select a new role from the dropdown and click Save to assign the role to the selected users. |
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Note: If you want to edit a user to assign them a new role and you've already exceeded the available licenses for that role, see License overages for more information. |
License overages
If you try to add or edit an existing user but have exceeded your available licenses, you'll see a warning indicating this overage. However, you can proceed with the changes if you select the checkbox acknowledging that Splash will contact you to update your license contract. After you select the checkbox, you can add the new user role. You will only be invoiced for changes once you've discussed licensing and pricing with our team.
Removing users
Any user can be removed from your Team by clicking on their email in the Users section. When removing a user, the team Admin must select another user on the team to transfer the events and data they previously owned. Be aware that the account to which you want to transfer the events needs to have been created and confirmed by the new user prior to removing the old account.
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Note: Removing a user from a Team removes their access to all paid plan functionality as well as previously created events, contacts, and custom themes. |
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Note: To remove multiple users simultaneously, select their corresponding rows and click Remove Users. Transfer events ownership to another user to avoid data loss, and click Delete Users. |
Filtering users
Filters make it easy to create a refined list of users so that you don't have to scroll through large lists to make changes.
To create a filtered list:
- Click the Team tab, and then click Filter.
- Select one or multiple filters from the dropdown to refine the list. The filter options include:
- Activity Status
- Groups
- Last Login
- Date Added
- Licenses and Roles
- Click Apply Filters to create the list.
You now have a filtered list that is a subset of all users. You can further refine the list by adding additional filters or removing existing ones.
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Note: You can't export the filtered list of users, and the list won't save if you move to another tab in Splash. |
Pending users
Any user who has been invited to your team, but has yet to accept the invitation is considered Pending. Once the user has accepted the invitation to your team, they'll no longer be marked as Pending.
Accepting invitations
When a user accepts a team invite, they'll be directed to the Sign Up page to confirm their account information.
Team invite links do not expire so users can accept their invite whenever they're ready to join your team.
Notifications
An email is sent to users when they've been added or removed from a team or if their account has been updated.
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Note: Team Manager emails cannot be styled or customized. |
Comments
6 comments
I tried following your instructions and they didn't work.
Hi Perry! Team Manager is on limited release for our Enterprise packages, so you may not have access yet. Coming soon, so be on the lookout for more information from your team!
Will Team Manager be released to Splash for Free accounts? If not, where would I find a guide for user roles in the absence of Team Manager?
Hi there! Team Manager and user roles will only be available with our Enterprise packages. All user and permission functionality on free accounts will remain the same.
Thank you, but I'm new to Splash and I am trying to learn how everything works. I do not have an admin or owner role, and I am trying to find guidance for setting or changing roles for our Splash for Free level account, in order to know what level of permission I'd need to ask the admin/owner to give my account. Is there a Help section for only what we would be able to use? For instance, I don't have the toggle in my Event Settings to create an Unpublished event and then later switch it to Published. Would that be because I don't have permission, or because that function isn't available except at the Enterprise package level? Thanks.
Hi there! The Publish/Unpublish feature is for paid Enterprise packages only, you can check out more info here - https://support.splashthat.com/hc/en-us/articles/360038148571
Feel free to email us at support@splashthat.com with any other questions!
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