---
title: "Create, Invite & Edit Users"
url: "https://kb.teambookapp.com/en/article/create-users"
language: "en"
last_updated: "2025-06-13T16:08:53.884Z"
---

# Create, Invite & Edit Users

Notes: 

-   Permissions to edit users are limited to roles Admin & Planner.
-   the following article refers to the creation of single users (one by one). Note that Teambook offers a feature to mass upload users via an import file, see [instructions](https://kb.teambookapp.com/en/article/import-users).

### To create a user:

1.  In the **Users** section**,** click on **Create user**. A modal window will appear asking you to enter information. ![](https://cdn.filestackcontent.com/MojtaTsvTFOyI8SHkzXY)
2.  Enter the new user's First and Last Name 
3.  Optional: Enter the user's email address. An **invitation email** will be sent to this address and the user will carry an "**invited**" tag until s/he activates this invitation mail. Note: The email address must be unique for every user on the account. 
4.  Choose the appropriate **Time zone**. If no time zone is selected, the default time zone defined by the account owner in the **Organization settings** will be used for the new user.
5.  Billable: by default, all users are set as "billable". Users that are not billable (e.g. sales people) should be set as non-billable so not not impact the Productivity and Utilization metrics.
6.  [Choose the role](https://kb.teambookapp.com/en/article/users-role-and-permission).
7.  Optional: assign the [applicable tags](https://kb.teambookapp.com/en/article/manage-and-assign-tags)
8.  Optional: assign a [department](https://kb.teambookapp.com/en/article/departments)
9.  Optional: assign the additional [team(s)](https://kb.teambookapp.com/en/article/teams-why-and-how-to-use) to which the user is assigned (in case of single team, this one is automatically filled-up)
10.  Optional: define **Start and/or End dates**. The planner will show grayed-out cells for the period outside these dates.
11.  Optional: click on the **Schedule** tab to enter [user-specific schedule](https://kb.teambookapp.com/en/article/handle-part-time-employees)
12.  Optional: click on the **Notification** tab to enter [email notification](https://kb.teambookapp.com/en/article/email-notifications)
13.  Click **Create**

### To invite a user: 

Entering a valid email address in a newly created user will automatically trigger an invitation with instructions on how to log in to Teambook and create a password.

An **Invited icon** will appear to show that a user has received the invitation but has not yet accepted it.

![](https://cdn-assets.productfruits.com/b065bcaa-9e45-4181-996a-7f27c50e0105)

If, for any reason, the invitation needs to be resent, you may do so using the appropriate **icon** on the user's master data page.

![](https://cdn-assets.productfruits.com/282d4255-cade-4621-a6c8-8a17e81f5b98)

### To edit a user:

Once created, you can edit users from the **Users** menu, following similar instructions as above.

Alternatively, we have made it easy to edit user directly from the **Planning** screen. To do so, simply click on the user you want to edit and then update any of the desired field before hitting the **Save** button! 

**![](https://cdn.filestackcontent.com/VB2kjRIdS9u9cQB92Lt3)**