---
title: "Add, Edit and Removing Users"
slug: "add-edit-and-removing-users"
updated: 2026-04-08T08:01:28Z
published: 2026-04-08T08:01:28Z
canonical: "docs.credithoundcloud.com/add-edit-and-removing-users"
---

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

# Add, Edit and Removing Users

The Users section allows you to add, edit and remove users from Credit Hound. These users are global users and can access every company you have connected to Credit Hound.

Administrators Only!You need to be an administrator to access Company Settings. If you are not an administrator then this option will not be available to you.

## How to get to Users

Users can be found under the **Settings** cog icon in the top-right hand corner of the screen. Click on the icon and when the menu appears click on **Users**.

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/GotoUsers.gif)How to get to Users

How Many Users Do I Have?This depends on your Credit Hound subscription and how many users you purchased. You can only have as many users as your subscription allows. For more information on your subscription please see [Purchasing Credit Hound](https://docs.credithoundcloud.com/v1/docs/purchasing-credit-hound).

## Add a User

To add a user following these steps.

1. Go to **Settings** > **Users** (see above).
2. Click the **Add User**button in the top-right corner.  This opens the Add User screen.![Add User_2](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Add%20User_2.png)Add User screen
3. Enter the **Name** and the **Email** address of the user you want to add.
4. Select the appropriate **Role**
  1. **Administrator**
  2. **Standard**
  3. **Configurator** (see below for the differences between the user roles).
5. Click the **Add** button.
6. You will return back to the user list and a notification bar should appear stating the user has been created.
7. The user will receive an email asking them to accept the invitation.

## Edit a User

To edit a user follow these steps.

1. Go to **Settings** > **Users** (see above).
2. Select the user you want to edit from the list.![Edit User_2](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Edit%20User_2.png)Edit User screen
3. You can edit the Name of the user but you cannot change the email address.
4. You can change the **Role** of the user to either **Administrator,** **Standard** or **Configurator**.
5. Once you are happy with your changes, click **Save.**
6. You will return back to the user list and a notification bar should appear stating the user has been updated.

### Change a User Role from the Users List

You can also change a user’s role directly from the Users list. This provides a quicker way to update user roles without opening the full Edit User screen.

1. Go to **Settings** > **Users**
2. Locate the user in the list
3. In the Role **column**, click the dropdown
4. Select the new role

The user’s role will be updated immediately.

Product Owner RestrictionThe Product Owner role cannot be changed here. Ownership must be transferred using the Transfer Ownership option.

## Remove a User

To remove a user follow these steps.

1. Go to **Settings** > **Users** (see above).
2. From the user list, click on the user you want to remove.![Edit User_2](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Edit%20User_2.png)Remove User screen
3. Click **Remove**.
4. The Remove User confirmation dialog appears. Click **Remove** to permanently remove the user.![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Remove%20User%20Confirm%20Dialog.png)Remove user confirmation dialog
5. You will return back to the user list and a notification bar should appear stating the user has been removed.

## Difference Between User Roles

User roles control what each user can see and do within Credit Hound Cloud. Credit Hound Cloud provides different user roles depending on the level of access required.

### Product Owner

- Full system access
- Can manage billing/subscription
- Can transfer ownership to another user
- Each subscription must always have exactly one Product Owner.

To learn more about transferring ownership, see [Transfer Product Ownership](/v1/docs/transfer-product-ownership).

### Administrator

- Full operational access
- Can manage users and system configuration (excluding billing)
- Can configure collection paths, email templates and company settings

### Standard User

- Access to day-to-day activities
  - Customers
  - Tasks
  - Email Chasing
- Cannot manage users or system configuration

### Configurator

The Configurator role is designed for system setup and configuration. Configurators cannot access customer data or perform day-to-day credit control activities.

**Licensing**

- Configurators do not consume a user licence

**Typical Use**

Configurators are commonly used by:

- Implementation consultants
- Partners
- System setup teams

The table below provides a detailed comparison of permissions across each user role.

| **Product Owner User** | Administrator User | Standard User | **Configurator User** |
| --- | --- | --- | --- |
| View all customer details | View all customer details | View all customer details | No access to customer details |
| Chase customers | Chase customers | Chase customers | No access to chasing customers |
| Send emails | Send emails | Send emails | No access to sending emails |
| Administer users and manage Two-Factor Authentication | Administer users and manage Two-Factor Authentication | Cannot invite other users to Credit Hound | Administer users and manage Two-Factor Authentication |
| Configure and manage [Collection Paths](https://docs.credithoundcloud.com/v1/docs/what-are-collection-paths) | Configure and manage [Collection Paths](https://docs.credithoundcloud.com/v1/docs/what-are-collection-paths) | Cannot configure or manage Collection Paths | Configure and manage [Collection Paths](https://docs.credithoundcloud.com/v1/docs/what-are-collection-paths) |
| Configure [Company Settings](https://docs.credithoundcloud.com/v1/docs/about-company-settings) | Configure [Company Settings](https://docs.credithoundcloud.com/v1/docs/about-company-settings) | Cannot configure Company Settings | Configure [Company Settings](https://docs.credithoundcloud.com/v1/docs/about-company-settings) |
| Manage [Email Templates](/v1/docs/managing-email-templates) | Manage [Email Templates](/v1/docs/managing-email-templates) | Cannot manage email templates but can view them | Manage [Email Templates](/v1/docs/managing-email-templates) |
| Manage Billing/Subscription | Cannot manage billing/subscription | Cannot manage billing/subscription | No access to manage billing/subscription |