To edit a user in the Strata Collect application, please follow the guide below.

The video below demonstrates the steps for editing a user.



1. Ensure you are logged in and on the home screen.
Make sure you're logged in and at the home screen to begin.

2. Click your icon and select "My Tenant" for the current tenant, or select "Switch Tenant" to view another.

This will allow you to view or switch to the appropriate tenant for managing roles.

3. To invite a user, select the "Invite" button with a person icon.

This will start the process of adding a new user to the system.

Step 4: Fill in the details

Enter the first name, last name, and email address of the user you wish to invite.

Step 5: Select "Add Collaborator" to Add Multiple Users at Once

Click "Add Collaborator" if you wish to invite multiple users simultaneously.


Step 6: Select "Next" After Adding All Users
Once you've added all the necessary users, click the "Next" button to proceed with the invitation process.

Step 7: Select the Necessary Role for Each User
Assign the appropriate role to each user by selecting from the roles previously added to the system. Ensure the roles align with the responsibilities each user will have.

Step 8: Modify Roles if Required
If necessary, you can navigate to the "Users" tab to modify roles for any users. This allows you to adjust permissions or change the role assignments as needed.