Users and permissions

Managing users in Rizer controls who has access to your recycling data and what they can do with it. As your team grows or changes, you’ll invite new members, adjust permissions, and occasionally deactivate accounts.

This article covers user management — inviting team members, understanding roles, managing access, and handling common user administration tasks.

Accessing user management

1. Go to Settings in the main navigation
2. Click Users

The users page displays everyone in your Rizer account with their role, status, and last activity.

What you’ll see

The users list shows:

• Name — User’s first and last name
• Email — Their login email address
• Role — Admin or User
• Status — Active or Deactivated
• Last seen — When they last accessed Rizer
• Timezone — Their personal timezone setting

You can filter by status (Active, Deactivated) and search by name or email.

User roles

Rizer has two permission levels that determine what users can see and do.

Admin

Admins have full access to everything in Rizer:

Can do:

• View and manage all deals and leads (regardless of owner)
• Recycle and re-engage any opportunity
• Access all reports with complete data
• Modify organization settings
• Invite and manage other users
• Configure HubSpot integration
• Set up email nurturing (domains, senders, flows)
• Modify recycling configuration
• Change callback defaults

Best for:

• Sales managers and leaders
• Revenue operations
• Account owners
• Anyone who needs complete visibility

User (standard)

Standard users have limited access focused on their own work:

Can do:

• View deals and leads assigned to them
• Recycle opportunities they own
• Re-engage their ready callbacks
• Update their personal settings

Cannot do:

• View other users’ deals or leads
• Modify organization settings
• Invite or manage other users
• Change integration settings
• Configure nurturing domains or senders
• Modify recycling configuration

Best for:

• Individual sales reps
• Team members who only need to work their own opportunities
• Users who shouldn’t see the full pipeline

Choosing the right role

Make someone Admin when:

• They need to see all deals across the team
• They manage other people
• They configure settings and integrations
• They’re responsible for reporting and analytics
• They administer the Rizer account

Make someone User when:

• They only work their own opportunities
• They don’t need visibility into others’ deals
• They shouldn’t change settings
• You want to limit access for security or focus

Most organizations have a few Admins (managers, ops) and more standard Users (individual reps).

Inviting team members

To add a new user to your Rizer account:

1. Go to Settings > Users
2. Click + User
3. Fill in the user details
4. Click Add

User fields

First name and Last name — Their name as it will appear in Rizer.

Email address — Their login email. This is where the invitation goes.

Role — Admin or User. Choose based on what access they need.

Timezone — Their local timezone. Defaults to the organization timezone but can be personalized.

Language — Their preferred interface language.

Managed by — Optional. Their manager, for reporting structure. Useful for organizations that want to track team hierarchies.

The invitation process

When you add a user:

1. Rizer sends an email invitation to their address
2. The email contains a unique setup link
3. They click the link and create their password
4. After setting their password, they can log in immediately

Invitation expiration: Links expire after 7 days. If someone doesn’t accept in time, you’ll need to resend the invitation.

Resending invitations

If an invitation expires or wasn’t received:

1. Find the user in the users list
2. Click the menu icon next to their name
3. Click Resend invitation

A new invitation email goes out with a fresh link.

What new users see

When a new user first logs in:

• They see the main dashboard
• If they’re a standard User, they only see deals assigned to them
• If they’re an Admin, they see everything
• The Getting Started checklist helps orient them

Consider providing brief training or documentation links when inviting new team members.

Changing user roles

To promote a User to Admin or demote an Admin to User:

1. Go to Settings > Users
2. Click the menu icon next to the user
3. Click Edit
4. Change Role to the new level
5. Click Save

The change takes effect immediately. The user doesn’t need to log out and back in.

Promoting to Admin

When you promote someone to Admin:

• They immediately gain access to all deals and leads
• They can see all reports with full data
• They can access settings and configuration
• No notification is sent — tell them about their new access

Demoting to User

When you demote someone to User:

• They immediately lose access to other users’ deals
• They can only see their own opportunities
• They lose access to settings and configuration
• Deals they viewed before are no longer visible

Important: At least one Admin must remain active. Rizer prevents you from demoting the last Admin.

User activity tracking

Last seen

The Last seen column shows when each user most recently accessed Rizer.

Use this to:

• Identify inactive users who might not need licenses
• See who’s actively using the platform
• Spot users who might need help or training

Activity considerations

Rizer doesn’t provide detailed activity logs visible in the user management interface. For specific questions about what a user did (like which deals they recycled), you’d look at deal history and reports.

Troubleshooting

User didn’t receive invitation

Check email address: Verify you entered it correctly.

Check spam folder: Have them look in spam/junk.

Check corporate filters: IT email filters sometimes block invitations. Have IT whitelist Rizer emails.

Resend invitation: If it’s been a while, the link may have expired. Resend.

User can’t log in

Check status: Is their account Active or Deactivated?

Check email: Are they using the correct email address to log in?

Password reset: Have them use “Forgot password” to reset.

Browser issues: Try a different browser or clear cache.

User can’t see expected deals

Check role: Standard Users only see their own deals. They may need Admin access to see others.

Check ownership: Deals are filtered by owner. The deal might be assigned to someone else.

Check filters: They might have filters applied hiding certain deals.