---
title: "Manage Users – Web"
slug: "manage-users-web"
description: "How to create and manage users in the web environment."
tags: ["activate user", "add user", "copy user", "create user", "deactivate user", "disable user", "duplicate user", "edit user", "enable user", "reset authentication", "Reset Password"]
status: "update"
updated: 2026-04-21T19:48:45Z
published: 2026-04-21T19:48:45Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Users – Web

**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](/reveal/docs/about-permissions#users).

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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Users-Area_Icon.png) Users area, via **Home page**> **Users**.
- At the company-level ![Users screen icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Users-screen_Icon.png) Users screen, via **Home page** > **Companies**> **[your company]**> **Users**.

![User management interface displaying active and deactivated user accounts with options.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Users-screen_2025.12.png)

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

> [!NOTE]
> **Note**
> 
> For instructions on how to create a user in Review Manager, see [Manage Users – Review Manager](/reveal/docs/create-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]
> **Note**
> 
> The ![Diagram illustrating key concepts with highlighted elements and arrows for clarity.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Copy_Icon.png) **Duplicate** icon allows you to copy over a pre-existing user’s project assignment settings to a new user. See the [Duplicate Users](/reveal/docs/manage-users-web#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.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Create-Users-Modal_Account_2025.12.png)
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.

> [!WARNING]
> **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.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Create-Users-Modal_Companies&Projects_2025.12(2).png)
  1. Grant your user access to companies and/or projects.
    1. Expand and collapse using the ![Arrow icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Expand-CollapseArrow_Icon(1).png) arrow to find specific ![Company icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Company_icon.png) companies and ![Project icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Project_Icon.png) projects.
    2. Use the **All Companies**![Dropdown icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Dropdown_Icon(1).png) or **All Projects**![Dropdown icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Dropdown_Icon(1).png) 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]
> **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.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Create-Users-Modal_Instance_2025.12(1).png)
  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]
> **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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Import_icon.png) **Import Users**.
2. Click ![Icon representing a table layout, commonly used in data organization and presentation.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Spreadsheet_Icon.png) **Download template**. The CSV file must have these column lineup: First Name, Last Name, Email Address, and Username.

> [!NOTE]
> Note
> 
> You should use the provided template as-is. Any changes may result in the load file not working correctly.
3. In the spreadsheet, populate the columns with your user information.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/excel-download-template.png)

#### II. Import users load file

1. Click ![Import users icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Import_icon.png) **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](/reveal/docs/manage-users-web#create-user-modal) section for a description of these tabs.

> [!CAUTION]
> **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.

> [!NOTE]
> Note
> 
> If some users in the import file already exist in the system, a success message will indicate how many new users were created and which ones were skipped.

## 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**

### Edit users

1. Check a user from the list to select it.
2. Click the ![Edit icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Pencil_Icon(3).png) **Edit** icon.
3. In the Edit User modal, adjust fields as needed. See the [Create User modal](/reveal/docs/manage-users-web#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.

**Duplicate users**

### Duplicate Users

1. From any user in your list, click the ![Diagram illustrating key concepts with highlighted elements and arrows for clarity.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Copy_Icon.png) **Duplicate** icon to the very right of your user’s row.
2. Fill out the **Account** tab as described in the [Create User modal](/reveal/docs/manage-users-web#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.

**Deactivate users**

### 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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Trash_Icon(4).png) **Deactivate**.
3. A Deactivate User confirmation modal will appear. Click **CONFIRM**.

**Activate / reactivate users**

### 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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Play_Icon.png) **Activate**.
3. An Activate User confirmation modal will appear. Click **CONFIRM**.

**Reset passwords**

### 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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Refresh_Icon(4).png) **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**

### 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](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Refresh_Icon(4).png) **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.

> [!NOTE]
> **Note**
> 
> Even at the instance level, there isn’t a way to delete users – only activate or deactivate users.

## Related

- [About Permissions](/about-permissions.md)
- [Manage Users – Review Manager](/manage-users-review-manager.md)
- [Manage Roles](/manage-roles.md)
- [Assign Permissions](/assign-permissions.md)
- [Permissions Matrix (Default)](/permissions-matrix-default.md)
- [Manage Role Groups](/manage-role-groups.md)
- [Manage Teams](/manage-teams.md)