Manage Users
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      How to add, edit, and remove users

      Learn how to create new users, update user information, and remove users from your account.

      On this page:

      How to add a new license

      How to add a new user

      How to reactivate an inactive user

      User details

      How to remove a user

      How to edit a user

      FAQ

      How to add a new license

      To add a new user to your commonsku account, you will need to check if your team currently has an unused license (paid seat). Otherwise, you will need to add an additional license to your account before you can add an additional user.

      To check your team's number of licenses:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. Scroll down to the Change number of licenses section

      At the bottom of the page, commonsku will define how many licenses your team has subscribed to, and how many of those licenses are in use. 

      Users need permission to Manage users, billing, and company settings to make adjustments to licenses and users.

      To add a new license:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users

      2. Click Change number of licenses

      3. Increase your license count as needed (paid seats for your account)

      4. Click Check Prices to see the charge incurred for the new license

      5. Click Change Licenses

      This area will also indicate if there are any upcoming changes to your account for the next billing cycle (i.e. if there are upcoming decreases to your license total effective next month).

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      How to add a new user

      Once you have added the necessary licenses, or if you have unused licenses on your account, you can add new users from your Manage Users tab.

      You will not be able to add a new user to your account until you have added the required licenses. 

      To add a user:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. Click Actions > Add user > New User
      3. Enter your new user's details, including their:
        1. first and last name
        2. email address
        3. position (optional)
        4. role
        5. select them as a production contact and/or invoicing contact (optional)
      4. Click Add New User

      An unused license will be automatically assigned to the new user. 

      They will receive an email to activate their commonsku profile. If they don't receive an email within five minutes, ask them to check their junk/spam folder. If the email still doesn't appear, please reach out to support@commonsku.com and ask for their activation link.

      Support resources for your new team member include:

      If the user wishes to have 2 factor authentication login for their account for additional security, the setting needs to be enabled by each user individually through their profile.

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      How to reactivate an inactive user

      To reactivate an inactive user:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. If required, follow the steps above to add an additional license to your account
      3. Click Actions > Add user > Reactivate User
      4. Click Reactivate
      5. Confirm their user details, including their:
        1. first and last name
        2. contact email (email address)
        3. position (optional)
        4. role
        5. select them as a production contact and/or invoicing contact (optional)
      6. Click Reactivate User

      An unused license will be automatically assigned to the new user. 

      If the user has ever activated their commonsku profile, they can log into commonsku as normal. If the user has never activated their profile, they will receive an email to activate it. If they don't receive an email within five minutes, ask them to check their junk/spam folder. If the email still doesn't appear, please reach out to support@commonsku.com and ask for their activation link.

      Support resources for your new team member include:

      If the user wishes to have 2 factor authentication login for their account for additional security, the setting needs to be enabled by each user individually through their profile.

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      User details

      A user's details include:

      • First name
      • Last name
      • Login email (not adjustable)
      • Contact email
      • Position
      • Role (Accountant, Admin, Limited, Manager, Production, or Sales)
      • Production contact
      • Invoicing contact

      Your new user can update most of those details through their user settings, but there are a few things you'll need to set up through the Manage Users tab.

      • Role - a user's role determines their permissions (what they have access to within commonsku).
      • Commission rates and annual sales goal - these rates are set through the Profile icon (top right corner of commonsku) > Settings > Company Settings > Commissions. 
      • Production contact - this option defaults the user to be the production rep on all POs and should only be assigned to one user.
      • Invoicing contact - this option defaults the user to be the invoicing rep on all invoices and should only be assigned to one user.

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      How to remove a user profile

      To remove a user:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. Click the pencil icon next to the user you would like to remove
      3. Click Deactivate user
      4. Choose between "Deactivate and remove license" (removes license from the following month's billing) or "Deactivate and leave the license open" (removes the license from this user, but keeps it as an unused license on your account)
      5. Click the "Optional: Reassign the user's clients" drop-down and select the rep you'd like to transfer the clients to
      6. Click Deactivate - a pop-up will show the user who has been deactivated and the remaining number of licenses
      7. Click Done

      If you choose to remove the license, there will be a notice a the bottom of the Manage Users screen indicating what the total license count will be changing to at the start of the next billing cycle. If you choose to keep the license, it can be reassigned to a new or inactive user.

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      How to edit a user:

      To edit a user:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. Click the pencil icon next to the user you would like to edit
      3. Make changes as necessary
      4. Click Done

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      FAQ

      Why can't I add a new user?

      You will not be able to add a new user to your account until you have added the required licenses. 

      What happens when I deactivate a user?

      Deactivating a user removes them from your list of active users, but it does not remove them from the system altogether. The user will remain listed as the client or order rep on any existing projects (unless you choose to reassign their clients), and you can still pull reports on their projects by selecting "Include Inactive" reps in your reports.

      How do I change my company domain?

      You will see an error message that says, "Please provide an email address with your company domain" anytime you try to add a user who doesn't use your company's normal domain (i.e., commonsku.com). Please reach out to support@commonsku.com to add the domain for you.

      Can I change my login email?

      Definitely! Please reach out to support@commonsku.com and let us know what you'd like us to update your login email to.

      What's the difference between a login and a contact email?

      A login email is the email address you use to log in to commonsku; each commonsku user needs a unique login email. A contact email is the email address used when you send emails from commonsku; your team can share the same contact email (i.e., support@commonsku.com). You can update your contact email directly through your profile icon > Settings > Manage Users. Please reach out to support@commonsku.com if you'd like us to update your login email.

      Can I add a new user's information to an existing profile?

      Yes, but it depends if you'd like to keep the client/order history intact.

      If you want the new user to take over the previous rep's client/order history:

      1. Click your Profile icon (top right corner of commonsku) > Settings > Manage Users
      2. Click the pencil icon next to the user you would like to edit
      3. Make changes as necessary
      4. Click Done
      5. Reach out to support@commonsku.com to update the login email
      6. Have your new user make additional changes, like updating their commonsku username, directly in their profile

      If you don't want the new user to take over the previous rep's client/order history:

      1. Deactivate the existing user
      2. Create a new profile for your new user but do not add an additional license

      How do I reset a password?

      You can reset passwords through your profile or commonsku's login page.

      To reset your password through your profile:

      1. Log in to commonsku, click your Profile icon, and select Password & Security
      2. Enter your current password and new password
      3. Click Reset Password

      To reset your password or another users password on commonsku's login page:

      1. Go to login.commonsku.com
      2. Select Forgot your password?
      3. Type your login email
      4. Click Reset Password to send a reset email to the contact on file

      How much does it cost to add a new user to commonsku?

      commonsku offers contract-free monthly billing at $99USD per user/month. The cost of a new user's license is pro-rated for the first month and billed as usual on the first day of the following month. If you have an annual subscription, please get in touch with support@commonsku.com to add your new teammate.

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