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

# Manage users

> Account Owners can invite new users, remove existing ones, and update user details on Jaxxton through the Settings panel in the dashboard.

Account Owners can invite new users to Jaxxton, remove users who no longer need access, and manage team membership entirely from the Company panel — no additional tools or external systems required.

## Adding a new user

New users are invited by an Account Owner from the Company panel. Once added, they receive an email to set their own password and access the dashboard.

**1. Log in to your Jaxxton dashboard**

Go to [app.jaxxton.com](https://app.jaxxton.com) and sign in with your Account Owner credentials.

**2. Navigate to Company**

Click **Company** in the left-hand navigation.

**3. Open the People tab**

Within Company, click the **People** tab, then click **Invite Person**.

**4. Enter the new user's information**

Fill in the following fields:

* **First Name**
* **Last Name**
* **Phone Number** (optional)
* **Email Address**

**5. User receives an invitation email**

The new user will receive a **Reset Password Notification** email at the address you provided.

**6. User sets their password**

The new user clicks the **Reset Password** button in the email, creates a password, and gains access to their Jaxxton account.

> [!NOTE]
>
> New users are assigned a default role when added. Refer to the [User Roles](https://help.jaxxton.com/account/user-roles.md) page for details on each permission level.

## Bulk invite users from a CSV

If you need to add several people at once, use the bulk invite flow instead of inviting them one by one. You upload a CSV, review and edit each row in the dashboard, then send all invites in a single step. Jaxxton validates every row before creating any users, so you can fix mistakes without ending up with partial data.

**1. Open the Imports page**

From your Jaxxton dashboard, go to **Company → People**. Click **Imports** to open the People → Imports page, then click **New import**.

**2. Download the CSV template**

In the bulk invite wizard, download the `user-import-template.csv` file. It contains the exact column headings Jaxxton expects and a sample row you can replace. You can also upload your own export instead — you'll map its columns to Jaxxton fields in the next step.

**3. Fill in your users**

Add one person per row using these columns:

| Column | Required | Notes |
| - | - | - |
| `firstName` | Yes | Person's first name. |
| `lastName` | Yes | Person's last name. |
| `middleName` | No | Optional middle name. |
| `email` | Yes | Must be a valid work email address and not already in use on your account. |
| `phone` | No | Must be in [E.164 format](https://en.wikipedia.org/wiki/E.164), for example `+12125550100`. |
| `roles` | No | Comma-separated role names. See [User roles](https://help.jaxxton.com/account/user-roles.md) for the available roles. |
| `externalId` | No | Your own reference ID for the person, if you track people in another system. |

**4. Upload the file**

Upload the completed CSV. Jaxxton parses every row and shows a **Validating people** progress state while it checks them.

**5. Review each row**

Jaxxton opens the import in the **Review import** tab and lists every row with its status. Each row shows the person's name, email, phone, roles, and external ID.

* Rows with problems are flagged with their error, for example a missing name (`invalidName`), an invalid email (`invalidEmail`), an invalid phone number (`invalidPhone`), a duplicate email that already exists on your account (`duplicateEmail`), or a role that doesn't exist (`invalidRole`).
* Click any row to open an edit sheet. You can fix the name, email, or phone, and use the **Roles** picker to add or remove roles per person without re-uploading the CSV.
* Rows without errors are ready to send as-is.

**6. Send invites**

Once every row is valid, confirm the import to send all invites at once. Jaxxton shows an **Invites sent** summary with the count of people invited. Each person receives the same **Reset Password Notification** email as a single invite and appears in your People list once they accept and set a password.

> [!TIP]
>
> Leave the `roles` column blank to invite people with the default role, then update roles individually from the People tab afterwards.

> [!NOTE]
>
> The **People → Imports** page keeps every bulk invite in one place. Use the **File uploads** tab to resume an upload that's still processing, **Review import** to finish a pending file, and **Completed** to review past imports.

## Export users

Account Owners can export the current list of users to a CSV file — useful for auditing access, reconciling with an HR system, or sharing a snapshot with your finance team. The export mirrors whatever filters you've applied on the People tab.

**1. Navigate to Company → People**

Go to **Company → People**.

**2. Filter the list (optional)**

Use the search box, status filter, and sort controls to narrow the People table to the users you want to export. The export includes only the rows currently matching your filters.

**3. Click Export**

Click the **Export** button in the table toolbar. Jaxxton generates a CSV and downloads it as `users.csv`.

The CSV includes the following columns for each user: ID, External ID, Status, First name, Middle name, Last name, Email, Phone, Roles, Email verified, Phone verified, MFA enrolled, and Created at.

> [!NOTE]
>
> A single export is capped at **1,000 users**. If your current filter matches more than that, Jaxxton returns a `tooManyItems` error instead of a partial file — narrow the filter (for example by status or name) and try again.

## Removing a user

To remove a user's access to the Jaxxton account, follow these steps:

**1. Log in to your Jaxxton dashboard**

Go to [app.jaxxton.com](https://app.jaxxton.com) and sign in with your Account Owner credentials.

**2. Navigate to Company**

Click **Company** in the left-hand navigation.

**3. Open the People tab and locate the user**

Click the **People** tab and find the user you want to remove. Click directly on their profile to open it.

**4. Click Remove User**

In the upper-right corner of the user's profile page, click the red **Remove User** button to revoke their access.

> [!WARNING]
>
> Removing a user is immediate. The user will lose access to the dashboard as soon as you confirm the removal. Make sure any cards assigned to that user are reassigned or closed before removing them.

## Updating user information

Open a person from **Company → People** to edit them. Some fields are editable in the dashboard and some are verified records that only support can change.

| Field | Editable |
| - | - |
| **Roles** | Yes — change them directly from the person's detail sheet |
| **Phone** | Yes, if no number is on file yet. Once a number is saved, it changes through support |
| **First and last name** | No — contact support |
| **Email address** | No — contact support |

Name and email are verified records tied to the person's identity. Hovering either field in the dashboard shows a **contact support** tooltip. To change one, email [support@jaxxton.com](mailto:support@jaxxton.com) with the person's current name and email address and what needs to be updated.

> [!WARNING]
>
> Don't work around this by creating a replacement person and removing the original. Removing someone revokes their access immediately and unassigns any cards they hold.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.