Manage Users – Web

  • Updated on Feb 17, 2026
  • Published on Nov 19, 2024
  • 5 minute(s) read
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Users are individual accounts in your instance which can be granted access to different projects, areas, and permissions within Reveal. For information about how users function in Reveal, see About Permissions.

Once a new Reveal project is created within a company, users may be assigned to those projects and given appropriate role permissions. In Reveal, there are multiple locations where you can create and manage users:

  • At the instance-level Users area icon Users area, via landing page > Users.

  • At the company-level Users screen icon Users screen, via landing page > Companies > [your company] > Users.

User management interface displaying active and deactivated user accounts with options.

The Create Users modal is the same in both the Users area and the Users screen.

Note

For instructions on how to create a user in Review Manager, see Manage Users – Review Manager.

Create users

There are two methods of creating users from the Web interface. You can either:

  1. Create users manually (through the Create User modal).

  2. Import a load file with your users, best for bulk-uploading many users at once.

Create User modal

Note

The Diagram illustrating key concepts with highlighted elements and arrows for clarity. Duplicate icon allows you to copy over a pre-existing user’s project assignment settings to a new user. See the Duplicate Users section for more information.

  1. Click +CREATE USER (Users area) or +ADD USER > +CREATE USER (Users screen).User creation form with required fields for account setup and status options.

  2. In the Create Users modal, click the Account tab.

    1. First Name: Type your user’s first name.

    2. Last Name: Type your user’s last name.

    3. Email: Type your user’s email. This must be a unique – you cannot reuse an email of another existing user.

    4. Username: Type your user’s username. The system will auto-generate a username based on the user’s email address, but a username can be any value as long as it isn’t already taken.

      Important

      A username cannot be changed after a user is created.

    5. Status: Check Enable User to make the account active upon creation. Unchecking this box will create a deactivated user.

    6. Password: Check Email Password Reset to send a password reset email. This allows the user to create their own password for their account.

  3. Click the Companies + Projects tab.

    User creation interface showing roles and access levels for different projects.

    1. Grant your user access to companies and/or projects.

      1. Expand and collapse using the Arrow icon arrow to find specific Company icon companies and Project icon projects.

      2. Use the All CompaniesDropdown icon or All ProjectsDropdown icon dropdown to filter by project or company assignment.

      3. Click the Project Role dropdown to assign a role to your user at the project level (Admin, Client Admin, Power Reviewer, Processing User, or Reviewer). Users can have different roles by project. Assigning a user to a role will automatically make the user a member of that company.

      4. Click the Company Role dropdown to give a user Company Admin access.

        1. No Access – Cannot see / access company or any projects in that company.

        2. Member – Can see / access company and select projects in that company.

        3. Company Admin – Can see / access company and all projects in that company, regardless of their permission levels for each project.

          Note

          There is no need to manually give Company Admins “Administrator” access to all projects under a company. They will automatically gain access by default, even if the project says “No Access” or is set to another role type.

  4. Click the Instance tab.

    User creation interface with options for account and instance administrator settings.

    1. Check the Instance Administrator box to give your user Instance Admin permissions. This will give the user access to all companies and projects, and give the user all permissions available in your instance.

      Note

      There is no need to manually give Instance Admins “Administrator” access to all companies or projects. They will automatically gain access by default, even if the company or project says “No Access” or is set to another role type.

  5. Click Save to create your user.

Create user from import file

From the Users area, Instance Admins can import a file to bulk create new users.

I. Create users load file

  1. Click Import users icon Import Users.

  2. Click Icon representing a table layout, commonly used in data organization and presentation. Download template.

  3. In any spreadsheet software, populate the columns with your user information.

    Table displaying user information including username, first name, last name, and email.

II. Import users load file

  1. Click Import users icon Import Users.

  2. In the Import Users modal click the Accounts tab.

    1. Source: Select your source type, usually File.

    2. File: Click Select File to upload your source file, which can be either CSV, XLS, or XLSX.

    3. Language: Set your users’ UI display language.

    4. Status: Check Enable User to make all accounts active upon creation. Unchecking this box will create deactivated users.

    5. Login Instructions: Check Send email to users with login instructions to send a password reset email. This allows users to create their own password for their account.

  3. Fill out the Companies + Project tab and Instance tab as needed. See the Create User modal section for a description of these tabs.

    Warning

    The project or company access you select in the Companies + Project tab and Instance tab will apply to all users in your load file.

  4. Click IMPORT to import your users.

Managing users

From the Users area or the Users screen, you can perform the following actions:

  • Edit users

  • Duplicate users

  • Deactivate users

  • Activate / reactivate users

  • Reset passwords

  • Reset authentication

Edit users

  1. Check a user from the list to select it.

  2. Click the Edit icon Edit icon.

  3. In the Edit User modal, adjust fields as needed. See the Create User modal section for a description of each field.

    1. The only field you cannot edit is the Username field. Usernames are set in stone after user creation.

  4. Click SAVE to save your changes.

Deactivate users

You can deactivate an individual user or multiple users at a time.

  1. Check one or more users from the list to select them.

  2. Click Deactivate icon Deactivate.

  3. A Deactivate User confirmation modal will appear. Click CONFIRM.

Activate users

You can only activate one user at a time.

  1. Click a user’s name from the Name column. This will open their user details.

  2. Click Activate icon Activate.

  3. An Activate User confirmation modal will appear. Click CONFIRM.

Reset passwords

You can reset an individual user’s password or multiple users’ passwords at a time.

  1. Check one or more users from the list to select them.

  2. Click Reset Password icon Reset Password.

  3. A Reset Password confirmation modal will appear. Click RESET.

Users should receive an email notification with instructions on how to reset their password.

Reset authentication

You can reset an individual user’s authentication or multiple users’ authentications at a time.

  1. Check one or more users from the list to select them.

  2. Click Reset Password icon Reset Authentication.

  3. A Reset Password confirmation modal will appear. Click RESET.

Users should receive an email notification with instructions on how to update their account with new authentication.

Duplicate Users

  1. From any user in your list, click the  Diagram illustrating key concepts with highlighted elements and arrows for clarity. Duplicate icon to the very right of your user’s row.

  2. Fill out the Account tab as described in the Create User modal section.

  3. The Companies + Projects tab and Instance tab should already be populated according to the previous user’s project, company, and instance-level access. You can change access in these tabs before creating your user.

Note

Even at the instance level, there isn’t a way to delete users – only activate or deactivate users.

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