--- title: How to Manage Users description: As an administrator in the platform, you have the ability to add and remove users from Method. This article aims to guide you on how to efficiently manage the users in the system. --- [Skip to content](https://support.methodusa.com/how-to-manage-users#main-content) English Show submenu for translations [![Method\_File\_Final\_Original\_Transparent\_Background (1)-1-1](https://support.methodusa.com/hs-fs/hubfs/Method_File_Final_Original_Transparent_Background%20(1)-1-1.png?width=150&height=34&name=Method_File_Final_Original_Transparent_Background%20(1)-1-1.png)](https://support.methodusa.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Method System Status](https://status.methodusa.com/) [Method System Status](https://status.methodusa.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.methodusa.com/?hsLang=en) 2. [Training](https://support.methodusa.com/training?hsLang=en) 3. [Master Method's best practices](https://support.methodusa.com/training?hsLang=en#master-methods-best-practices) August 29, 2025 # How to Manage Users ## As an administrator in the platform, you have the ability to add and remove users from Method. This article aims to guide you on how to efficiently manage the users in the system. ### Add New Users 1.To access the users summary page, navigate to the left side of your screen and click on the **Manage** option in the menu. Then, select **People** from the drop-down. This page will provide you with an overview of all users, including their position and status. ![Screenshot 2025-08-29 at 10.32.12 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.32.12%20AM.png?width=670&height=474&name=Screenshot%202025-08-29%20at%2010.32.12%20AM.png)   2\. To add a new user, simply click on the "**Invite New Users**" button. ![Screenshot 2025-08-29 at 10.40.18 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.40.18%20AM.png?width=580&height=373&name=Screenshot%202025-08-29%20at%2010.40.18%20AM.png) 3\. Enter a valid email address. ![Screenshot 2025-08-29 at 10.42.15 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.42.15%20AM.png?width=670&height=451&name=Screenshot%202025-08-29%20at%2010.42.15%20AM.png) 4\. Choose the location(s) that are relevant to the user (multiple locations can be selected). ![Screenshot 2025-08-29 at 10.44.14 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.44.14%20AM.png?width=430&height=491&name=Screenshot%202025-08-29%20at%2010.44.14%20AM.png) 5\. Choose the role(s) for the user (you can select multiple roles). - Selecting the roles will control the permissions for that user ![Screenshot 2025-08-29 at 10.45.34 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.45.34%20AM.png?width=670&height=485&name=Screenshot%202025-08-29%20at%2010.45.34%20AM.png) **Roles** **Permissions Overview** **Receiving** Enables users to receive items from purchase orders within the software to verify the accurate shipment of products. **Approval** Enables users to approve or decline pending Requests, ensuring they are sent out to the Supplier. **Sourcing** Enables users to create and modify quotes within the software. **Purchasing** Enables users to search for products and create Requests within the software. Users will have the ability to send the Request for Approval. **Reporting** Enables users to generate and build reports. **Inventory Manager**  Enables users to effectively manage the quantity of products in the inventory. This feature grants the user the ability to conveniently add or remove products from the inventory. **Location Admin** Enables the user to have complete access and control over the specific location. The Location Admin will have the ability to manage budgets and users for that particular location. **Practice Admin**   The Practice Admin is granted complete access and configuration of all the locations within the platform. They have the ability to manage all budgets and users from any of the locations. 6\. Once you have finished selecting the location(s) and role(s), simply click on the "**Done**" button. ![Screenshot 2025-08-29 at 10.46.18 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.46.18%20AM.png?width=670&height=530&name=Screenshot%202025-08-29%20at%2010.46.18%20AM.png) 7\. Select the "**Send Invite**" button to extend an invitation to the user, granting them access to the site. ![Screenshot 2025-08-29 at 10.47.24 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.47.24%20AM.png?width=670&height=419&name=Screenshot%202025-08-29%20at%2010.47.24%20AM.png) *📝 Once the invite is sent, the recipient will receive an email notification containing a link. By clicking on the link, the user will be guided through the registration process.* *💡Additionally, you have the option to invite multiple users simultaneously by clicking on the "**Add Another**" button.* ### ![Screenshot 2025-08-29 at 10.48.30 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.48.30%20AM.png?width=670&height=384&name=Screenshot%202025-08-29%20at%2010.48.30%20AM.png) ### Manage Existing Users *Modifying Permissions* As the location or practice admin, you have the ability to update a user's permissions at any time. 1\. Choose the user you wish to update. ![Screenshot 2025-08-29 at 10.51.09 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.51.09%20AM.png?width=670&height=421&name=Screenshot%202025-08-29%20at%2010.51.09%20AM.png) 2\. Navigate to the Roles and Permissions tab and click on the Role option next to the user's name. ![Screenshot 2025-08-29 at 10.54.37 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.54.37%20AM.png?width=670&height=308&name=Screenshot%202025-08-29%20at%2010.54.37%20AM.png) 3\. Choose the roles and click on the "**Save Changes**" button. ![Screenshot 2025-08-29 at 10.55.52 AM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-29%20at%2010.55.52%20AM.png?width=670&height=602&name=Screenshot%202025-08-29%20at%2010.55.52%20AM.png)   *Deactivating Users* Users can be deactivated to restrict their access to the platform. Once deactivated, users can be reactivated at any time by the location or practice admin.  1\. Click on the ellipsis icon under the action column. 2\. Click on the option "**Deactivate**" to restrict access for that user.  ![2023-11-14\_15-54-28](https://support.methodusa.com/hs-fs/hubfs/2023-11-14_15-54-28.png?width=187&height=266&name=2023-11-14_15-54-28.png) ![2023-11-14\_15-56-11](https://support.methodusa.com/hs-fs/hubfs/2023-11-14_15-56-11.png?width=585&height=485&name=2023-11-14_15-56-11.png) 3\. To reactivate the user, simply click on the "**Reactivate**" option. ![2023-11-14\_15-57-38](https://support.methodusa.com/hs-fs/hubfs/2023-11-14_15-57-38.png?width=192&height=200&name=2023-11-14_15-57-38.png) - [Training](https://support.methodusa.com/training?hsLang=en#main-content) - [Master Method's best practices](https://support.methodusa.com/training?hsLang=en#master-methods-best-practices) - [Using Method](https://support.methodusa.com/using-method?hsLang=en#main-content) - [Setting your practice up for success](https://support.methodusa.com/using-method?hsLang=en#setting-your-practice-up-for-success) - [FAQ](https://support.methodusa.com/faq?hsLang=en#main-content) - [Got Questions? 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