--- title: How to Manage User Access description: Learn how to add, update and deactivate a user in the Libryo Assess application. --- [Skip to content](https://success.libryo.com/assess/how-to-manage-user-access#main-content) English Show submenu for translations ![Libryo\_Assess\_Green](https://success.libryo.com/hs-fs/hubfs/Libryo_Assess_Green.png?width=400&height=102&name=Libryo_Assess_Green.png) - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) Open main navigation Close main navigation - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) - English Show submenu for translations - [CONTACT US](mailto:support.assess@erm.com) [CONTACT US](mailto:support.assess@erm.com) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Success Portal - Libryo Assess](https://success.libryo.com/assess?hsLang=en) 2. [User Training - Step-by-Step Guides](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en) 3. [User Access & Account Management](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#user-access-account-management) # How to Manage User Access ## Learn how to add, update and deactivate users in Libryo Assess. Account Management is the central area for managing user accounts and permissions within your organisation in ERM Libryo Assess. From here, you can add new users, update their roles and access, and deactivate users who no longer need access. This article covers all three. ### **Add a new user** **Who can do this:** *Admin* 1\. Select the drop-down arrow next to **Hi, *Username***, then click **Manage**. ![Screenshot 2026-08-26 at 11.40.19](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.40.19.png?width=670&height=301&name=Screenshot%202026-08-26%20at%2011.40.19.png) 2\. In the top navigation, under Account Management, select the **Members** tab and then click the **Add Member** button in the top-right. ![Screenshot 2026-08-26 at 11.42.54](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.42.54.png?width=670&height=270&name=Screenshot%202026-08-26%20at%2011.42.54.png) 3\. Select **New User**, and choose the relevant role for the user. (Admin roles are granted full access by default.) Click **Add Member** once you are done. ![Screenshot 2026-08-26 at 11.45.37](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.45.37.png?width=415&height=450&name=Screenshot%202026-08-26%20at%2011.45.37.png) 4\. The new user will be sent an Invitation email with instructions on how to log in.  5\. Under the **Joined** column you can review the users' status. To resend an invitation, simply click on the **Resend** arrow icon under the **Action** column, next to the users name.  ![Screenshot 2026-08-26 at 11.55.12](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.55.12.png?width=670&height=179&name=Screenshot%202026-08-26%20at%2011.55.12.png) ### **Update a user's role or access** **Who can do this:** *Admin* User access can be refined at any time. Search for the user by name or email within Account Management, then edit their record to update their role and access. 1\. Select the drop-down arrow next to **Hi, *Username***, then click **Manage**. ![Screenshot 2026-08-26 at 11.40.19](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.40.19.png?width=670&height=301&name=Screenshot%202026-08-26%20at%2011.40.19.png) 2\. In the top navigation, under Account Management, select the **Members** tab and then **Search** for the user by name or email. ![Screenshot 2026-08-26 at 11.53.06](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.53.06.png?width=670&height=219&name=Screenshot%202026-08-26%20at%2011.53.06.png) 3\. Click on the **pencil** icon next to the users' name to open the record and edit it. ![Screenshot 2026-08-26 at 11.53.06](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.53.06.png?width=670&height=219&name=Screenshot%202026-08-26%20at%2011.53.06.png) 4\. Update their role as needed. ![Screenshot 2026-08-26 at 11.53.22](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.53.22.png?width=416&height=513&name=Screenshot%202026-08-26%20at%2011.53.22.png) 5\. Select the tab **Entities Access** or **Portfolios Access** to toggle on which entities and portfolios the user can access. Then click **Submit** to save these settings. ![Screenshot 2026-08-26 at 11.53.39](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.53.39.png?width=532&height=656&name=Screenshot%202026-08-26%20at%2011.53.39.png) ### **Deactivate a user** **Who can do this:** *Admin* 1\. Select the drop-down arrow next to **Hi, *Username***, then click **Manage**. ![Screenshot 2026-08-26 at 11.40.19](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2011.40.19.png?width=670&height=301&name=Screenshot%202026-08-26%20at%2011.40.19.png) 2\. Click the **Delete User** icon next to the relevant username, when you hover over it, it will say *Remove from organisation*. Confirm the deletion by ticking the checkbox and click **Delete** to save. ![Screenshot 2026-08-26 at 12.04.44](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2012.04.44.png?width=670&height=239&name=Screenshot%202026-08-26%20at%2012.04.44.png) **💡 Good to know** Although the button is labelled **Delete User**, this doesn't permanently erase the account: the user's data is retained, and their access is restored automatically if they're re-added later. In effect, this works as a deactivation rather than a permanent deletion.   **Have any questions?** At Libryo, we really want all our users to get the most from our application. If you have any questions or require further support, please contact us. 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