Users
CRM / Users — Production view
The Users page is a directory of all registered users across your buildings. Add users, manage their roles, assign them to buildings, and control their platform access.
Overview
Navigate to HqO Admin > CRM > Users. The table shows every user registered to your building:
| Column | Description |
|---|---|
| Name | User's first and last name |
| Contact email and login identifier | |
| Company | Associated tenant company |
| Building | Building(s) the user is assigned to |
| Tags | Labels such as VIP, Executive, or Emergency Contact |
| UUID | Unique user identifier for integrations |
| Status | Active or Deactivated |
Add a user
- Navigate to HqO Admin > CRM > Users.
- Click Add users.
- Enter the user's name, email, and company.
- Assign the user to a building and select a role.
- Click Save. The user receives an invitation email.
User roles
| Role | Access level |
|---|---|
| Tenant User | Standard access to experience channel features |
| Tenant Admin | Can manage users within their own tenant company |
| Building Admin | Full access to HqO Admin for the assigned building |
Bulk upload
To add multiple users at once:
- Click Bulk upload (or the import icon).
- Download the CSV template.
- Fill in user details and upload the completed file.
💡 Tip: Use bulk upload when onboarding a new tenant with many employees at once.
Search and filter
Use the search bar to find users by name or email. Filter by company, role, status, or tags to narrow results. Use the Views dropdown to apply saved filter combinations.
Bulk assignment
Select multiple users using their checkboxes, then use the bulk assignment panel to assign buildings or roles to all selected users simultaneously.
Deactivate a user
Open a user's record and change their status to Deactivated. Deactivated users cannot sign in but their record and history are retained.
FAQ
What happens when I invite a user? They receive an email with a link to set up their account and download the app or access the web experience.
Can a user belong to multiple buildings? Yes. Assign a user to additional buildings from their profile or via bulk assignment.
How do I remove a user's building access without deleting them? Edit the user record and remove the building from their assignments. Their account remains active in other buildings they're assigned to.