LogoLogo
MethodsVisit our website
  • Overview
    • Getting started
    • Trends
    • Capacity
    • Allocation
    • Scenarios
    • Plans
    • Epics
    • Teams
  • Health Data
    • Cycle time
    • Flow efficiency
    • Intelligent forecast
    • Momentum
    • Resource contention
    • WIP limits
    • Dashboard
  • Additional Integrations
    • GitHub
    • GitLab (Cloud)
  • How to...
    • Add or remove users
    • Balance people's workloads
    • Change Jira project status configuration
  • OTHER RESOURCES
    • Data imported from source systems
    • Security
Powered by GitBook
On this page
  1. How to...

Add or remove users

Last updated 10 months ago

Socratic makes a distinction between users and contributors:

  • Users are Socratic seat holders, with access to the features and capabilities of Socratic.

  • Contributors are those people whose Jira work activity is instrumented by Socratic. They are auto-discovered by Socratic. Contributors are not seat holders and do not have access to Socratic.

To add new users:

  1. Click "Add users" in the left sidebar.

  2. Enter their email address at the top of screen.

To deactivate existing users:

  1. Click "Add users" in the left sidebar.

  2. Click on any user's "Active" status. Clicking on their status will change it to its opposite (active/deactivated).

Deactivated users lose access to Socratic, and no longer appear in the app.

Add or remove users from Socratic