Users

The Builder in Cinqd is your central tool for creating custom forms, reusable master forms, and automated email templates used across the platform. It allows your business to standardise data collection, automate task creation, and ensure every team follows the same structured workflow.

Accessing the Users Area

• From the sidebar, click Users. 

• You will see three tabs at the top: 

1. 1. Active Users 
   2. Invitations 
   3. Deactivated 

Each tab serves a different purpose, explained below. 

Active Users Tab  

This tab shows all users currently active in your workspace. 

Understanding the Active Users Table 

Each row represents a user and displays: 

• User — Name + avatar 

• Role — Assigned role(s) 

• Manager — Assigned manager (optional) 

• User Added On — Join date 

• Last Activity — Last time they used Cinqd 

• Contact — Email address 

• Connected Email — Connected Microsoft/Google account 

• Connected By — The authentication provider 

Selecting Users 

• Click the checkbox next to any user to select them. 

• When one or more users are selected, a top bar appears: 

• Actions Dropdown (for bulk actions) 

Sorting Users 

You can sort by clicking the arrow ( ⇵ ) on any column. 

Examples: 

Sort by User Name 

• Click User ⇵ 

• Options appear: 

• Sort A to Z 

• Sort Z to A 

Sort by Contact Email 

• Click Contact ⇵ 

• Choose: 

• A → Z 

• Z → A 

Sort by User Added On 

• Click User Added On ⇵ 

• Choose: 

• Sort Oldest to Newest 

• Sort Newest to Oldest 

Filtering Users 

You can filter by Role or Manager. 

Filtering by Role 

1. Click the Role header. 
2. A dropdown appears showing all roles: 
3. All 
4. HR (Staff) 
5. System Admin 
6. Artificial Intelligence 
7. Custom roles you created 
8. Use the search bar inside the filter to quickly find roles. 
9. Select the checkboxes. 
10. Click Apply. 

Filtering by Manager 

1. Click the Manager header. 

1. Options include: 

1. All 

1. xyz 

1. Empty value (users with no manager) 

1. Select one or more. 

1. Click Apply. 

To reset filters, click Reset inside the filter popup. 

Using the Search Bar 

At the top-right: 

Search bar 

You can search by: 

• Name 

• Email 

• Manager 

• Role 

Results update instantly. 

Show Per Page 

You can adjust how many users you see at once: 

• 10 

• 20 

• 50 

• 100 

Adding a New User 

Click the + User button (blue) on the top-right. 

A modal opens with: 

• First Name (required) 

• Last Name (required) 

• Email (required) 

• Role (dropdown) 

Steps: 

1. Fill in the fields. 

1. Choose a role. 

1. Click Save. 

The user is added and will receive a workspace invitation. 

Invitations Tab 

This tab shows users who have not yet accepted their invitation. 

You will see columns: 

• User: The invited person 

• Contact:  Email address 

• Status: Always shows Pending 

• Resend Link:  Send the invitation again 

• Cancel: Cancel the invitation 

Resending an Invitation 

Click Resend link next to the user. 

Use if: 

• They didn’t receive the email 

• Their invitation expired 

Cancelling an Invitation 

If you invited someone by mistake: 

1. Click Cancel 
2. They will be removed from the list 

Bulk Actions for Invitations 

You can select multiple pending users: 

• Check the boxes 

• Click Actions → Delete 

This removes multiple invitations at once. 

Deactivated Tab

This tab lists users who have been deactivated from the system. 

Filtering Deactivated Users 

Filtering works the same as Active Users: 

• Filter by Role 

• Filter by Manager 

• Sort by User 

• Sort by Contact 

Viewing Deactivated Users 

When a user appears here, they cannot log in until reactivated by a System Admin. 

Understanding Statuses

Active Users 

Fully active, can log in and use modules. 

Pending (Invitations) 

Invited but not accepted yet. 

Deactivated Users 

Cannot log in but can be restored.